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British American Tobacco

478 hedge funds and large institutions have $4.63B invested in British American Tobacco in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 118

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

1% more funds holding

Funds holding: 471478 (+7)

3% more capital invested

Capital invested by funds: $4.47B → $4.63B (+$156M)

0.1% more ownership

Funds ownership: 5.03%5.13% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

30% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $88.4M

Holders
478
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
217
Reduced
118
Closed
49
Calls
$61.6M
Puts
$88.4M
Net Calls
-$26.7M
Net Calls Change
+$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Mutual Advisors
Nebraska
$628K +$139K +3,546 +29%
CCA
202
Checchi Capital Advisers
California
$626K +$5.01K +128 +0.8%
CCM
203
Chiron Capital Management
Florida
$625K -$31.3K -800 -5%
MPPW
204
Mitchell & Pahl Private Wealth
Oklahoma
$621K +$25.5K +651 +4%
TG
205
TCW Group
California
$617K
PWM
206
Palumbo Wealth Management
New York
$611K +$13.5K +345 +2%
NWA
207
New World Advisors
Massachusetts
$611K +$609K +15,540 New
CP
208
Covenant Partners
Tennessee
$603K -$110K -2,799 -15%
IFG
209
Independent Financial Group
California
$597K +$595K +15,198 New
SS
210
Simplicity Solutions
Minnesota
$594K +$111K +2,832 +23%
CA
211
Cornerstone Advisory
Maryland
$592K -$7.83K -200 -1%
HWAM
212
Hennion & Walsh Asset Management
New Jersey
$591K -$5.68K -145 -1%
AWM
213
Altium Wealth Management
New York
$590K +$70.4K +1,799 +14%
MFP
214
Michael F. Price
$590K +$587K +15,000 New
4WM
215
44 Wealth Management
Oregon
$590K +$588K +15,007 New
KMWM
216
Keudell/Morrison Wealth Management
Oregon
$584K +$69.3K +1,769 +14%
Invesco
217
Invesco
Georgia
$582K -$11M -279,821 -95%
Creative Planning
218
Creative Planning
Kansas
$579K -$1.17M -30,004 -67%
GRP
219
Global Retirement Partners
California
$571K +$74.2K +1,895 +15%
MW
220
Marcum Wealth
Ohio
$566K +$90.8K +2,318 +19%
RG
221
Rathbones Group
United Kingdom
$558K -$4.11K -105 -0.7%
CS
222
Comerica Securities
Michigan
$546K +$26.6K +680 +5%
WP
223
WealthSource Partners
California
$544K -$6.11K -156 -1%
EAM
224
Eagle Asset Management
Florida
$542K +$34.3K +875 +7%
WGA
225
Weather Gauge Advisory
Virginia
$534K -$25.5K -650 -5%

BTI Hedge Fund Activity: Q2 2021 in Review

478 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q2 2021, worth a combined $4.63B — up 3.5% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BTI positions and 49 closed out — a net gain of 11 holders — while 217 added to existing stakes and 118 trimmed.

The largest buyer was BlackRock, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $115M.

  • 478 institutional investors held British American Tobacco (BTI) as of Q2 2021, up from 471 in Q1 2021.
  • Funds reported $4.63B of British American Tobacco stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 60 funds opened new British American Tobacco positions in Q2 2021 and 49 closed out, a net change of +11 holders.
  • The largest British American Tobacco buyer in Q2 2021 was BlackRock, an estimated $133M added.
  • The largest British American Tobacco seller in Q2 2021 was Fidelity Investments, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2021.