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British American Tobacco

231 hedge funds and large institutions have $3.9B invested in British American Tobacco in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 90 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $3.83M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

41% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 64

4% more funds holding

Funds holding: 222231 (+9)

4% more capital invested

Capital invested by funds: $3.75B → $3.9B (+$147M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 3.57%3.49% (-0.08%)

Holders
231
Holders Change
+9
Holders Change %
+4.05%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
90
Reduced
64
Closed
15
Calls
$16.3M
Puts
$3.83M
Net Calls
+$12.4M
Net Calls Change
+$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Evercore Wealth Management
New York
$163K -$17.7K -302 -10%
HR
177
Howe & Rusling
New York
$147K -$58.7K -1,002 -29%
WRM
178
Westport Resources Management
Connecticut
$125K
FHA
179
First Horizon Advisors
Tennessee
$123K +$41.2K +704 +50%
NFG
180
Next Financial Group
Texas
$122K +$123K +2,104 New
CCS
181
Crosspoint Capital Strategies
California
$112K +$5.39K +92 +5%
FQ
182
First Quadrant
California
$106K -$70.3K -1,200 -40%
MCM
183
McKinley Capital Management
Alaska
$101K -$1.01M -17,290 -91%
ClearBridge Investments
184
ClearBridge Investments
New York
$99K -$6.44K -110 -6%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$93K -$27.1K -462 -23%
BRWA
186
B. Riley Wealth Advisors
Florida
$93K +$91.5K +1,562 New
OA
187
OFI Advisors
Pennsylvania
$92K -$6.21K -106 -6%
DADC
188
D.A. Davidson & Co
Montana
$90K
WTB
189
Washington Trust Bank
Washington
$87K
SEC
190
Seven Eight Capital
New York
$83K +$82K +1,400 New
AIG
191
American International Group
New York
$68.2K +$27.6K +472 +70%
Bessemer Group
192
Bessemer Group
New Jersey
$65K
WA
193
WFG Advisors
Texas
$62K +$16.6K +284 +37%
SF
194
Synovus Financial
Georgia
$60K
LIA
195
LS Investment Advisors
Michigan
$58K
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$52K
WTC
197
WhitTier Trust Company
Nevada
$51K
CTC
198
Central Trust Company
Missouri
$49K -$31.4K -536 -39%
KT
199
Kanaly Trust
Texas
$44K +$10.5K +180 +32%
GT
200
Glenmede Trust
Pennsylvania
$44K +$14.8K +252 +50%

BTI Hedge Fund Activity: Q2 2014 in Review

231 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q2 2014, worth a combined $3.9B — up 3.9% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BTI positions and 15 closed out — a net gain of 10 holders — while 90 added to existing stakes and 64 trimmed.

The largest buyer was Northern Trust, adding an estimated $33.1M. The largest seller was Fidelity Investments, cutting an estimated $183M.

  • 231 institutional investors held British American Tobacco (BTI) as of Q2 2014, up from 222 in Q1 2014.
  • Funds reported $3.9B of British American Tobacco stock for Q2 2014, up 3.9% quarter-over-quarter.
  • 25 funds opened new British American Tobacco positions in Q2 2014 and 15 closed out, a net change of +10 holders.
  • The largest British American Tobacco buyer in Q2 2014 was Northern Trust, an estimated $33.1M added.
  • The largest British American Tobacco seller in Q2 2014 was Fidelity Investments, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2014.