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British American Tobacco

485 hedge funds and large institutions have $5.44B invested in British American Tobacco in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 174 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

32% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 132

26% more capital invested

Capital invested by funds: $4.3B → $5.44B (+$1.13B)

9% more funds holding

Funds holding: 444485 (+41)

0.21% less ownership

Funds ownership: 5.88%5.67% (-0.21%)

19% less call options, than puts

Call options by funds: $41.1M | Put options by funds: $51.1M

Holders
485
Holders Change
+41
Holders Change %
+9.23%
% of All Funds
10.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
105
Increased
174
Reduced
132
Closed
60
Calls
$41.1M
Puts
$51.1M
Net Calls
-$9.94M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$968M +$93.1M +2,558,743 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$929M -$205M -5,636,604 -20%
Franklin Resources
3
Franklin Resources
California
$193M -$315K -8,669 -0.2%
Newport Trust Company
4
Newport Trust Company
District of Columbia
$191M +$14.4M +395,970 +9%
Bank of America
5
Bank of America
North Carolina
$176M +$22.3M +611,692 +17%
Deutsche Bank
6
Deutsche Bank
Germany
$137M +$13.2M +363,799 +12%
Northern Trust
7
Northern Trust
Illinois
$134M +$1.43M +39,238 +1%
State Street
8
State Street
Massachusetts
$129M -$2.11M -58,001 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$128M -$3.29M -90,489 -3%
Federated Hermes
10
Federated Hermes
Pennsylvania
$126M +$35.3M +969,986 +47%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$109M +$67.6M +1,857,505 +247%
Wells Fargo
12
Wells Fargo
California
$109M +$27.9M +768,134 +42%
RJA
13
Raymond James & Associates
Florida
$107M +$29.1M +799,254 +45%
MC
14
Maverick Capital
Texas
$96.3M +$5.27M +144,860 +7%
JP Morgan Chase
15
JP Morgan Chase
New York
$90.1M +$51M +1,401,016 +185%
BlackRock
16
BlackRock
New York
$82M +$15.3M +421,676 +27%
PPA
17
Parametric Portfolio Associates
Washington
$77.2M +$21.9M +601,442 +48%
EIP
18
Epoch Investment Partners
New York
$74.9M -$2.02M -55,565 -3%
Vanguard Group
19
Vanguard Group
Pennsylvania
$73.3M
Morgan Stanley
20
Morgan Stanley
New York
$59.5M -$7.24M -198,860 -12%
AllianceBernstein
21
AllianceBernstein
Tennessee
$53.6M +$18.6M +511,538 +66%
Goldman Sachs
22
Goldman Sachs
New York
$52.4M -$20.2M -554,706 -31%
AG
23
Aperio Group
California
$51.6M +$16.3M +448,541 +57%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$48.3M -$212K -5,840 -0.5%
Jane Street
25
Jane Street
New York
$47.5M -$56.4M -1,550,702 -58%

BTI Hedge Fund Activity: Q1 2019 in Review

485 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2019, worth a combined $5.44B — up 26% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BTI positions and 60 closed out — a net gain of 45 holders — while 174 added to existing stakes and 132 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $93.1M. The largest seller was Fidelity Investments, cutting an estimated $205M.

  • 485 institutional investors held British American Tobacco (BTI) as of Q1 2019, up from 444 in Q4 2018.
  • Funds reported $5.44B of British American Tobacco stock for Q1 2019, up 26% quarter-over-quarter.
  • 105 funds opened new British American Tobacco positions in Q1 2019 and 60 closed out, a net change of +45 holders.
  • The largest British American Tobacco buyer in Q1 2019 was Capital Research Global Investors, an estimated $93.1M added.
  • The largest British American Tobacco seller in Q1 2019 was Fidelity Investments, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2019.