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British American Tobacco

250 hedge funds and large institutions have $4.11B invested in British American Tobacco in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $3.71B → $4.11B (+$400M)

4% more funds holding

Funds holding: 241250 (+9)

0.03% more ownership

Funds ownership: 3.5%3.53% (+0.03%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $7.46M

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
6.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
102
Reduced
64
Closed
19
Calls
$1.65M
Puts
$7.46M
Net Calls
-$5.8M
Net Calls Change
+$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$1.05M +$185K +3,290 +20%
LCM
102
Logan Capital Management
Pennsylvania
$1.03M +$145K +2,580 +16%
CI
103
Conning Inc
Connecticut
$949K
Neuberger Berman Group
104
Neuberger Berman Group
New York
$948K +$169K +3,000 +21%
KFP
105
Keystone Financial Planning
Ohio
$914K +$108K +1,926 +13%
PA
106
Profund Advisors
Maryland
$905K -$655K -11,662 -41%
BOH
107
Bank of Hawaii
Hawaii
$893K -$38.6K -686 -4%
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$893K +$150K +2,674 +19%
EVM
109
Eaton Vance Management
Massachusetts
$885K +$13.9K +248 +2%
Connor, Clark & Lunn Investment Management (CC&L)
110
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$873K
SIA
111
Stancorp Investment Advisers
Oregon
$834K +$869K +15,470 New
AIA
112
Avalon Investment & Advisory
Texas
$792K -$12.3K -218 -1%
CS
113
Credential Securities
$766K +$30.3K +540 +4%
RHBC
114
R.H. Bluestein & Co
Michigan
$755K
ARTA
115
A.R.T. Advisors
New York
$740K +$74.3K +1,322 +11%
HighTower Advisors
116
HighTower Advisors
Illinois
$736K +$134K +2,382 +21%
COI
117
Connable Office Inc
Michigan
$726K -$42.1K -750 -5%
NGA
118
Naples Global Advisors
Florida
$712K +$45K +800 +6%
ECM
119
ETrade Capital Management
Virginia
$701K +$122K +2,170 +20%
SEI Investments
120
SEI Investments
Pennsylvania
$701K +$727K +12,934 New
CCIA
121
Campbell & Co Investment Adviser
Maryland
$687K +$717K +12,752 New
AAM
122
Aberdeen Asset Management
United Kingdom
$636K
RG
123
Rathbones Group
United Kingdom
$623K +$149K +2,650 +30%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$605K
AWA
125
ARS Wealth Advisors
Florida
$599K -$90K -1,602 -13%

BTI Hedge Fund Activity: Q4 2014 in Review

250 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2014, worth a combined $4.11B — up 11% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BTI positions and 19 closed out — a net gain of 11 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $93.8M. The largest seller was Fidelity Investments, cutting an estimated $98.9M.

  • 250 institutional investors held British American Tobacco (BTI) as of Q4 2014, up from 241 in Q3 2014.
  • Funds reported $4.11B of British American Tobacco stock for Q4 2014, up 11% quarter-over-quarter.
  • 30 funds opened new British American Tobacco positions in Q4 2014 and 19 closed out, a net change of +11 holders.
  • The largest British American Tobacco buyer in Q4 2014 was Bank of New York Mellon, an estimated $93.8M added.
  • The largest British American Tobacco seller in Q4 2014 was Fidelity Investments, an estimated $98.9M sold.

Based on aggregated 13F filings for Q4 2014.