We are live on ! Find out more
BTI icon

British American Tobacco

413 hedge funds and large institutions have $4.07B invested in British American Tobacco in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 122

20% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $17.4M

0.2% more ownership

Funds ownership: 4.99%5.19% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less funds holding

Funds holding: 455413 (-42)

16% less capital invested

Capital invested by funds: $4.86B → $4.07B (-$787M)

39% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 93

Holders
413
Holders Change
-42
Holders Change %
-9.23%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
57
Increased
153
Reduced
122
Closed
93
Calls
$20.9M
Puts
$17.4M
Net Calls
+$3.5M
Net Calls Change
+$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$662M -$181M -4,433,476 -19%
OAG
2
Orbis Allan Gray
Bermuda
$511M +$170M +4,157,462 +39%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$405M +$13.5M +331,569 +3%
Franklin Resources
4
Franklin Resources
California
$148M -$72.9K -1,788 -0%
Bank of America
5
Bank of America
North Carolina
$139M +$22M +539,919 +15%
Newport Trust Company
6
Newport Trust Company
District of Columbia
$136M -$6.03M -147,826 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$99.4M -$2.27M -55,726 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$98.9M +$22.8M +560,000 +24%
Northern Trust
9
Northern Trust
Illinois
$97.1M -$8.68M -212,798 -7%
Wells Fargo
10
Wells Fargo
California
$95.2M +$15.6M +383,595 +16%
Federated Hermes
11
Federated Hermes
Pennsylvania
$88M +$38.3M +938,710 +57%
State Street
12
State Street
Massachusetts
$87.4M -$2.62M -64,340 -3%
BlackRock
13
BlackRock
New York
$81.4M +$21.4M +525,868 +28%
Capital World Investors
14
Capital World Investors
California
$77.1M +$51.5M +1,263,856 +127%
PPA
15
Parametric Portfolio Associates
Washington
$75M +$4.08M +100,061 +5%
RJA
16
Raymond James & Associates
Florida
$70.7M +$18.9M +463,993 +29%
Capital International Investors
17
Capital International Investors
California
$69.2M +$82.5M +2,023,476 +144,534%
MC
18
Maverick Capital
Texas
$60.8M -$27.1M -664,839 -27%
EIP
19
Epoch Investment Partners
New York
$58M -$945K -23,169 -1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$50.3M -$13.6M -332,390 -18%
Renaissance Technologies
21
Renaissance Technologies
New York
$40.9M +$45.9M +1,125,319 +1,580%
Goldman Sachs
22
Goldman Sachs
New York
$40.8M -$3.7M -90,850 -7%
Morgan Stanley
23
Morgan Stanley
New York
$40.3M +$24.9M +610,881 +108%
SCCM
24
Schafer Cullen Capital Management
New York
$39.7M +$17.5M +428,165 +58%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$38.5M +$14.1M +346,176 +44%

BTI Hedge Fund Activity: Q1 2020 in Review

413 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q1 2020, worth a combined $4.07B — down 16% from $4.86B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of BTI and 57 opened new positions — a net loss of 36 holders — while 122 trimmed existing stakes and 153 added.

The largest buyer was Orbis Allan Gray, adding an estimated $170M. The largest seller was Capital Research Global Investors, cutting an estimated $181M.

  • 413 institutional investors held British American Tobacco (BTI) as of Q1 2020, down from 455 in Q4 2019.
  • Funds reported $4.07B of British American Tobacco stock for Q1 2020, down 16% quarter-over-quarter.
  • 57 funds opened new British American Tobacco positions in Q1 2020 and 93 closed out, a net change of -36 holders.
  • The largest British American Tobacco buyer in Q1 2020 was Orbis Allan Gray, an estimated $170M added.
  • The largest British American Tobacco seller in Q1 2020 was Capital Research Global Investors, an estimated $181M sold.

Based on aggregated 13F filings for Q1 2020.