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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
TI
151
Turner Investments
Pennsylvania
$389K
CRC
152
Curi RMB Capital
Illinois
$383K -$104K -1,846 -21%
CCA
153
Checchi Capital Advisers
California
$381K -$4.05K -72 -1%
MFBTD
154
MB Financial Bank - Trust Department
Illinois
$377K -$393K -7,000 -50%
CIM
155
Calvert Investment Management
Maryland
$377K +$10K +178 +3%
MSU
156
Maple Securities USA
New Jersey
$369K -$207K -3,690 -35%
IB
157
Intrust Bank
Kansas
$365K -$7.64K -136 -2%
JIC
158
Johnson Investment Counsel
Ohio
$357K -$7.75K -138 -2%
OCG
159
Opus Capital Group
Ohio
$347K -$11.2K -200 -3%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$335K +$19.3K +344 +6%
FWM
161
Frontier Wealth Management
Missouri
$332K +$346K +6,160 New
PAG
162
Private Advisor Group
New Jersey
$330K +$5.39K +96 +2%
IT
163
Independence Trust
Tennessee
$328K
SPC
164
Sigma Planning Corp
Michigan
$324K +$338K +6,012 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$321K -$22.7K -404 -6%
SCM
166
Stevens Capital Management
Pennsylvania
$312K +$325K +5,780 New
TPP
167
Triangle Peak Partners
California
$304K +$74.2K +1,320 +31%
SFFS
168
Stonehage Fleming Financial Services
Jersey
$281K +$293K +5,210 New
State Street
169
State Street
Massachusetts
$258K
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$253K -$38.4K -684 -13%
BIP
171
Brandes Investment Partners
California
$251K +$49.8K +886 +23%
V
172
Veritable
Delaware
$250K -$69.6K -1,238 -21%
JMPWA
173
JP Morgan Private Wealth Advisors
California
$245K +$52.3K +930 +26%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$243K +$562 +10 +0.2%
HJA
175
Hugh Johnson Advisors
New York
$241K +$7.42K +132 +3%

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.