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British American Tobacco

423 hedge funds and large institutions have $4.91B invested in British American Tobacco in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 148 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 46

21% more capital invested

Capital invested by funds: $4.07B → $4.91B (+$837M)

2% more funds holding

Funds holding: 413423 (+10)

3% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 144

0.35% more ownership

Funds ownership: 5.19%5.54% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $20.4M

Holders
423
Holders Change
+10
Holders Change %
+2.42%
% of All Funds
8.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
58
Increased
148
Reduced
144
Closed
46
Calls
$19.2M
Puts
$20.4M
Net Calls
-$1.17M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$703M -$48.4M -1,263,118 -7%
OAG
2
Orbis Allan Gray
Bermuda
$672M +$90.6M +2,363,752 +16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$440M -$19.3M -503,261 -4%
Capital International Investors
4
Capital International Investors
California
$397M +$314M +8,182,123 +404%
Capital World Investors
5
Capital World Investors
California
$169M +$80M +2,086,866 +92%
Bank of America
6
Bank of America
North Carolina
$156M -$1.73M -45,096 -1%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$152M -$2.29M -59,652 -2%
Franklin Resources
8
Franklin Resources
California
$148M -$2.87M -74,877 -2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$111M +$10.7M +280,086 +11%
Wells Fargo
10
Wells Fargo
California
$110M +$1.91M +49,722 +2%
BlackRock
11
BlackRock
New York
$104M +$11.2M +291,951 +12%
Northern Trust
12
Northern Trust
Illinois
$103M -$7.14M -186,272 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$103M -$9.69M -252,913 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$99.6M -$12.6M -328,000 -11%
State Street
15
State Street
Massachusetts
$88.5M -$8.65M -225,684 -9%
RJA
16
Raymond James & Associates
Florida
$83.4M +$3.13M +81,807 +4%
PPA
17
Parametric Portfolio Associates
Washington
$82M -$3.13M -81,587 -4%
MC
18
Maverick Capital
Texas
$66M -$3M -78,227 -4%
EIP
19
Epoch Investment Partners
New York
$64M -$1.85M -48,160 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$56M -$1.05M -27,357 -2%
Renaissance Technologies
21
Renaissance Technologies
New York
$48.4M +$1.94M +50,601 +4%
Goldman Sachs
22
Goldman Sachs
New York
$47.9M +$1.63M +42,416 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$46.3M +$2.61M +68,094 +6%
SCCM
24
Schafer Cullen Capital Management
New York
$45.3M +$254K +6,636 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$44.1M +$4.48M +117,011 +11%

BTI Hedge Fund Activity: Q2 2020 in Review

423 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q2 2020, worth a combined $4.91B — up 21% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BTI positions and 46 closed out — a net gain of 12 holders — while 148 added to existing stakes and 144 trimmed.

The largest buyer was Capital International Investors, adding an estimated $314M. The largest seller was Capital Research Global Investors, cutting an estimated $48.4M.

  • 423 institutional investors held British American Tobacco (BTI) as of Q2 2020, up from 413 in Q1 2020.
  • Funds reported $4.91B of British American Tobacco stock for Q2 2020, up 21% quarter-over-quarter.
  • 58 funds opened new British American Tobacco positions in Q2 2020 and 46 closed out, a net change of +12 holders.
  • The largest British American Tobacco buyer in Q2 2020 was Capital International Investors, an estimated $314M added.
  • The largest British American Tobacco seller in Q2 2020 was Capital Research Global Investors, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2020.