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British American Tobacco

304 hedge funds and large institutions have $3.82B invested in British American Tobacco in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $7.96M

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

8% more capital invested

Capital invested by funds: $3.55B → $3.82B (+$273M)

4% more funds holding

Funds holding: 291304 (+13)

0.65% more ownership

Funds ownership: 2.99%3.64% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
107
Reduced
93
Closed
31
Calls
$40.9M
Puts
$7.96M
Net Calls
+$33M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.23B +$285M +5,029,506 +30%
UBS Group
2
UBS Group
Switzerland
$323M +$27.9M +492,544 +9%
Bank of America
3
Bank of America
North Carolina
$264M +$76.2M +1,346,184 +40%
Goldman Sachs
4
Goldman Sachs
New York
$231M +$201M +3,542,788 +640%
Lazard Asset Management
5
Lazard Asset Management
New York
$154M -$8.31M -146,646 -5%
Northern Trust
6
Northern Trust
Illinois
$119M +$31.4M +555,250 +36%
CS
7
Credit Suisse
Switzerland
$105M +$105M +1,862,768 +29,188%
Wells Fargo
8
Wells Fargo
California
$89.8M -$5.65M -99,678 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$86.6M +$20.8M +366,400 +31%
BIM
10
BlackRock Investment Management
Delaware
$85.9M +$13.4M +236,572 +18%
Invesco
11
Invesco
Georgia
$83.8M -$1.96M -34,610 -2%
SCCM
12
Schafer Cullen Capital Management
New York
$70.5M -$10.4M -182,990 -13%
PPA
13
Parametric Portfolio Associates
Washington
$51.6M +$3.41M +60,290 +7%
RJA
14
Raymond James & Associates
Florida
$44.3M +$1.09M +19,332 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$41M +$1.3M +22,920 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$40M +$2.59M +45,688 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$36.3M +$2.42M +42,774 +7%
Citigroup
18
Citigroup
New York
$30.9M +$30.2M +533,528 +3,539%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$27.8M -$742K -13,100 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$27M -$3.02M -53,312 -10%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$24.7M +$22.1M +389,844 +813%
CCM
22
Causeway Capital Management
California
$23M +$821K +14,500 +4%
AG
23
Aperio Group
California
$21.1M -$3.79M -66,994 -15%
Morgan Stanley
24
Morgan Stanley
New York
$20.8M -$10.3M -181,428 -33%
First Trust Advisors
25
First Trust Advisors
Illinois
$20.4M +$2.53M +44,664 +14%

BTI Hedge Fund Activity: Q4 2016 in Review

304 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2016, worth a combined $3.82B — up 7.7% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BTI positions and 31 closed out — a net gain of 17 holders — while 107 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $200M sold.

  • 304 institutional investors held British American Tobacco (BTI) as of Q4 2016, up from 291 in Q3 2016.
  • Funds reported $3.82B of British American Tobacco stock for Q4 2016, up 7.7% quarter-over-quarter.
  • 48 funds opened new British American Tobacco positions in Q4 2016 and 31 closed out, a net change of +17 holders.
  • The largest British American Tobacco buyer in Q4 2016 was Fidelity Investments, an estimated $285M added.
  • The largest British American Tobacco seller in Q4 2016 was Arrowstreet Capital, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2016.