We are live on ! Find out more
BTI icon

British American Tobacco

577 hedge funds and large institutions have $10.7B invested in British American Tobacco in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 173 increasing their positions, 241 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $16.6M

0.13% less ownership

Funds ownership: 8.24%8.1% (-0.13%)

5% less funds holding

Funds holding: 607577 (-30)

15% less capital invested

Capital invested by funds: $12.6B → $10.7B (-$1.93B)

28% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 241

30% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 83

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
577
Holders Change
-30
Holders Change %
-4.94%
% of All Funds
13.22%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
58
Increased
173
Reduced
241
Closed
83
Calls
$28.6M
Puts
$16.6M
Net Calls
+$12M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.04B +$167M +2,653,051 +8%
Capital Research Global Investors
2
Capital Research Global Investors
California
$955M +$695K +11,057 +0.1%
Capital World Investors
3
Capital World Investors
California
$544M -$47.2M -751,326 -7%
Morgan Stanley
4
Morgan Stanley
New York
$480M -$5.98M -95,157 -1%
UBS Group
5
UBS Group
Switzerland
$421M +$50.5M +802,359 +12%
Bank of America
6
Bank of America
North Carolina
$387M +$5.02M +79,857 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$377M -$69.1M -1,098,473 -14%
Franklin Resources
8
Franklin Resources
California
$275M -$283K -4,504 -0.1%
Newport Trust Company
9
Newport Trust Company
District of Columbia
$274M -$10.5M -167,759 -3%
CI
10
Cambiar Investors
Colorado
$255M +$35.7M +567,096 +15%
State Street
11
State Street
Massachusetts
$208M -$15.4M -245,640 -6%
Goldman Sachs
12
Goldman Sachs
New York
$201M -$154M -2,455,796 -41%
BlackRock
13
BlackRock
New York
$197M +$93.8M +1,492,324 +78%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$193M +$8.6M +136,753 +4%
Northern Trust
15
Northern Trust
Illinois
$185M +$5.61M +89,202 +3%
Wells Fargo
16
Wells Fargo
California
$184M -$21.7M -345,211 -10%
TIM
17
Thornburg Investment Management
New Mexico
$178M +$5.97M +94,984 +3%
Lazard Asset Management
18
Lazard Asset Management
New York
$169M +$7.08M +112,533 +4%
EIP
19
Epoch Investment Partners
New York
$130M -$2.53M -40,225 -2%
Invesco
20
Invesco
Georgia
$116M +$25.9M +412,329 +26%
Vanguard Group
21
Vanguard Group
Pennsylvania
$101M +$63 +1 +0%
RJA
22
Raymond James & Associates
Florida
$97M -$2.57M -40,816 -2%
Federated Hermes
23
Federated Hermes
Pennsylvania
$96.5M -$8.3M -131,959 -7%
HCM
24
Highline Capital Management
New York
$82.1M +$1.95M +31,000 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$80.5M +$510K +8,112 +0.6%

BTI Hedge Fund Activity: Q1 2018 in Review

577 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2018, worth a combined $10.7B — down 15% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of BTI and 58 opened new positions — a net loss of 25 holders — while 241 trimmed existing stakes and 173 added.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 577 institutional investors held British American Tobacco (BTI) as of Q1 2018, down from 607 in Q4 2017.
  • Funds reported $10.7B of British American Tobacco stock for Q1 2018, down 15% quarter-over-quarter.
  • 58 funds opened new British American Tobacco positions in Q1 2018 and 83 closed out, a net change of -25 holders.
  • The largest British American Tobacco buyer in Q1 2018 was Fidelity Investments, an estimated $167M added.
  • The largest British American Tobacco seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.