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British American Tobacco

607 hedge funds and large institutions have $12.6B invested in British American Tobacco in 2017 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 170 increasing their positions, 218 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 101

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more funds holding

Funds holding: 596607 (+11)

1% more capital invested

Capital invested by funds: $12.5B → $12.6B (+$104M)

0.52% less ownership

Funds ownership: 8.76%8.24% (-0.52%)

22% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 218

22% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $70.3M

Holders
607
Holders Change
+11
Holders Change %
+1.85%
% of All Funds
13.77%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
116
Increased
170
Reduced
218
Closed
101
Calls
$54.7M
Puts
$70.3M
Net Calls
-$15.7M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.19B -$430M -6,588,883 -17%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.11B +$65.1M +998,849 +6%
Capital World Investors
3
Capital World Investors
California
$682M -$130 -2 -0%
Morgan Stanley
4
Morgan Stanley
New York
$564M +$26.4M +405,306 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$511M -$26.4M -404,712 -5%
Bank of America
6
Bank of America
North Carolina
$444M +$34M +522,316 +9%
UBS Group
7
UBS Group
Switzerland
$435M +$59.1M +906,806 +16%
Goldman Sachs
8
Goldman Sachs
New York
$398M -$491M -7,529,344 -56%
Newport Trust Company
9
Newport Trust Company
District of Columbia
$329M +$320M +4,915,970 New
Franklin Resources
10
Franklin Resources
California
$320M -$9.52K -146 -0%
State Street
11
State Street
Massachusetts
$258M -$24.9M -382,051 -9%
CI
12
Cambiar Investors
Colorado
$258M +$235M +3,603,522 +1,440%
Wells Fargo
13
Wells Fargo
California
$237M +$44.4M +680,783 +24%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$215M +$53.1M +814,329 +34%
Northern Trust
15
Northern Trust
Illinois
$209M +$46M +705,260 +29%
TIM
16
Thornburg Investment Management
New Mexico
$200M +$3.08M +47,207 +2%
Lazard Asset Management
17
Lazard Asset Management
New York
$188M +$326K +5,003 +0.2%
EIP
18
Epoch Investment Partners
New York
$154M -$809K -12,414 -0.5%
Millennium Management
19
Millennium Management
New York
$134M -$22.3M -341,696 -15%
BlackRock
20
BlackRock
New York
$129M +$10.5M +161,333 +9%
Federated Hermes
21
Federated Hermes
Pennsylvania
$121M +$104M +1,599,820 +781%
Vanguard Group
22
Vanguard Group
Pennsylvania
$118M -$196 -3 -0%
RJA
23
Raymond James & Associates
Florida
$115M +$29.3M +449,372 +35%
Invesco
24
Invesco
Georgia
$107M +$4.11M +63,005 +4%
PPA
25
Parametric Portfolio Associates
Washington
$99.9M -$1M -15,402 -1%

BTI Hedge Fund Activity: Q4 2017 in Review

607 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2017, worth a combined $12.6B — up 0.83% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new BTI positions and 101 closed out — a net gain of 15 holders — while 170 added to existing stakes and 218 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $235M. The largest seller was Goldman Sachs, cutting an estimated $491M.

  • 607 institutional investors held British American Tobacco (BTI) as of Q4 2017, up from 596 in Q3 2017.
  • Funds reported $12.6B of British American Tobacco stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 116 funds opened new British American Tobacco positions in Q4 2017 and 101 closed out, a net change of +15 holders.
  • The largest British American Tobacco buyer in Q4 2017 was Cambiar Investors, an estimated $235M added.
  • The largest British American Tobacco seller in Q4 2017 was Goldman Sachs, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2017.