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British American Tobacco

222 hedge funds and large institutions have $3.56B invested in British American Tobacco in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $1.2M

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% more capital invested

Capital invested by funds: $3.51B → $3.56B (+$49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 3.5%3.49% (-0.01%)

0% less funds holding

Funds holding: 223222 (-1)

Holders
222
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
6.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
79
Reduced
73
Closed
32
Calls
$4.81M
Puts
$1.2M
Net Calls
+$3.61M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.86B +$208M +3,907,800 +13%
WI
2
WHV Investments
California
$229M -$37.4M -703,112 -14%
U
3
UBS
Switzerland
$197M +$22.6M +425,472 +13%
Invesco
4
Invesco
Georgia
$113M +$11.8M +221,422 +12%
SCCM
5
Schafer Cullen Capital Management
New York
$101M +$15.8M +297,024 +19%
Wells Fargo
6
Wells Fargo
California
$78.3M +$4.63M +86,954 +6%
Lazard Asset Management
7
Lazard Asset Management
New York
$74.1M +$2.1M +39,404 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$67.5M +$11.8M +222,432 +21%
MAA
9
Managed Account Advisors
New Jersey
$58M +$649K +12,186 +1%
Northern Trust
10
Northern Trust
Illinois
$46.8M +$1.71M +32,120 +4%
SI
11
Scout Investments
Missouri
$46.1M -$27.9K -524 -0.1%
Bank of America
12
Bank of America
North Carolina
$45.5M -$36.6M -688,624 -45%
Morgan Stanley
13
Morgan Stanley
New York
$37.9M +$2.15M +40,364 +6%
CS
14
Credit Suisse
Switzerland
$37.4M -$5.45M -102,432 -13%
PPA
15
Parametric Portfolio Associates
Washington
$29M +$321K +6,034 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$24.3M -$997K -18,730 -4%
BIM
17
BlackRock Investment Management
Delaware
$22.4M +$214K +4,016 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$22.3M +$2.51M +47,130 +13%
JCM
19
Janney Capital Management
Pennsylvania
$21.7M +$2.02M +37,938 +10%
Two Sigma Investments
20
Two Sigma Investments
New York
$19.4M +$2.37M +44,520 +14%
CCM
21
Causeway Capital Management
California
$17.9M +$12.1M +227,366 +214%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$15.5M +$3.67M +69,000 +31%
Renaissance Technologies
23
Renaissance Technologies
New York
$15.1M +$1.35M +25,400 +10%
Goldman Sachs
24
Goldman Sachs
New York
$14.7M +$69.6K +1,308 +0.5%
First Trust Advisors
25
First Trust Advisors
Illinois
$14.2M +$27.9K +524 +0.2%

BTI Hedge Fund Activity: Q4 2013 in Review

222 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2013, worth a combined $3.56B — up 1.4% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BTI positions and 32 closed out — a net gain of 2 holders — while 79 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $208M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $68.2M sold.

  • 222 institutional investors held British American Tobacco (BTI) as of Q4 2013, down from 223 in Q3 2013.
  • Funds reported $3.56B of British American Tobacco stock for Q4 2013, up 1.4% quarter-over-quarter.
  • 34 funds opened new British American Tobacco positions in Q4 2013 and 32 closed out, a net change of +2 holders.
  • The largest British American Tobacco buyer in Q4 2013 was Fidelity Investments, an estimated $208M added.
  • The largest British American Tobacco seller in Q4 2013 was Thrivent Financial for Lutherans, an estimated $68.2M sold.

Based on aggregated 13F filings for Q4 2013.