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British American Tobacco

316 hedge funds and large institutions have $7.08B invested in British American Tobacco in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

85% more capital invested

Capital invested by funds: $3.82B → $7.08B (+$3.26B)

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

4% more funds holding

Funds holding: 304316 (+12)

2.08% more ownership

Funds ownership: 3.64%5.72% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 101

10% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $13.1M

Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
53
Increased
104
Reduced
101
Closed
38
Calls
$11.8M
Puts
$13.1M
Net Calls
-$1.35M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.6B +$149M +2,402,276 +11%
Goldman Sachs
2
Goldman Sachs
New York
$885M +$573M +9,254,244 +226%
Bank of America
3
Bank of America
North Carolina
$787M +$445M +7,183,463 +153%
CS
4
Credit Suisse
Switzerland
$466M +$320M +5,162,388 +276%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$394M +$368M +5,944,898 New
UBS Group
6
UBS Group
Switzerland
$376M -$4.55M -73,475 -1%
Lazard Asset Management
7
Lazard Asset Management
New York
$183M +$1.45M +23,415 +0.9%
Wells Fargo
8
Wells Fargo
California
$150M +$41.6M +671,433 +42%
Northern Trust
9
Northern Trust
Illinois
$138M -$1.8M -29,055 -1%
Renaissance Technologies
10
Renaissance Technologies
New York
$134M +$29.9M +483,600 +31%
BlackRock
11
BlackRock
New York
$105M +$98.3M +1,588,432 +794,216%
Citigroup
12
Citigroup
New York
$99.6M +$59M +952,734 +174%
HI
13
HBK Investments
Texas
$95.8M +$88.9M +1,436,029 +15,956%
JG
14
Jefferies Group
New York
$95.3M +$77M +1,244,424 +648%
Invesco
15
Invesco
Georgia
$91.5M -$6.66M -107,540 -7%
SCCM
16
Schafer Cullen Capital Management
New York
$84M +$959K +15,502 +1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$74.2M +$29.4M +474,733 +74%
PPA
18
Parametric Portfolio Associates
Washington
$66M +$4.94M +79,885 +9%
Two Sigma Investments
19
Two Sigma Investments
New York
$60.4M +$50.6M +817,774 +874%
Morgan Stanley
20
Morgan Stanley
New York
$59.5M +$32.7M +528,074 +143%
RJA
21
Raymond James & Associates
Florida
$55.9M +$3.52M +56,817 +7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$48.6M +$283K +4,574 +0.6%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$47.7M +$44.3M +715,100 +19,009%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$43.4M -$3.35M -54,104 -8%
USSCPF
25
United States Steel & Carnegie Pension Fund
New York
$42.2M +$20.7M +333,800 +110%

BTI Hedge Fund Activity: Q1 2017 in Review

316 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2017, worth a combined $7.08B — up 85% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BTI positions and 38 closed out — a net gain of 15 holders — while 104 added to existing stakes and 101 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $573M. The largest seller was Maven Securities, exiting entirely with an estimated $15.5M sold.

  • 316 institutional investors held British American Tobacco (BTI) as of Q1 2017, up from 304 in Q4 2016.
  • Funds reported $7.08B of British American Tobacco stock for Q1 2017, up 85% quarter-over-quarter.
  • 53 funds opened new British American Tobacco positions in Q1 2017 and 38 closed out, a net change of +15 holders.
  • The largest British American Tobacco buyer in Q1 2017 was Goldman Sachs, an estimated $573M added.
  • The largest British American Tobacco seller in Q1 2017 was Maven Securities, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2017.