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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
Creative Planning
176
Creative Planning
Kansas
$235K +$65.5K +1,166 +37%
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$233K -$8.43K -150 -3%
NPC
178
National Planning Corporation
California
$231K +$1.8K +32 +0.7%
GA
179
Geneva Advisors
Illinois
$230K +$239K +4,260 New
SWP
180
Stratos Wealth Partners
Ohio
$229K -$2.7K -48 -1%
GT
181
Glenview Trust
Kentucky
$216K +$225K +4,000 New
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$213K +$28.3K +504 +15%
BF
183
BOK Financial
Oklahoma
$206K -$27.3K -486 -11%
CIP
184
Convergence Investment Partners
Florida
$204K -$450 -8 -0.2%
CBN
185
Cadence Bank NA
Texas
$204K
FCT
186
Family Capital Trust
Massachusetts
$183K -$22.5K -400 -11%
EWM
187
Evercore Wealth Management
New York
$154K
FNYS
188
First New York Securities
New York
$150K -$117K -2,090 -43%
FHA
189
First Horizon Advisors
Tennessee
$144K +$19.8K +352 +15%
Barclays
190
Barclays
United Kingdom
$141K -$3.82K -68 -2%
MCM
191
Manchester Capital Management
Vermont
$140K -$114K -2,028 -44%
HR
192
Howe & Rusling
New York
$133K
AIG
193
American International Group
New York
$121K -$2.36K -42 -2%
WRM
194
Westport Resources Management
Connecticut
$113K
ST
195
Smithfield Trust
Pennsylvania
$106K
CCS
196
Crosspoint Capital Strategies
California
$106K +$450 +8 +0.4%
OA
197
OFI Advisors
Pennsylvania
$87K +$8.54K +152 +10%
NFG
198
Next Financial Group
Texas
$82K -$19.9K -354 -19%
ClearBridge Investments
199
ClearBridge Investments
New York
$82K -$17.8K -316 -17%
DADC
200
D.A. Davidson & Co
Montana
$81K

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.