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British American Tobacco

459 hedge funds and large institutions have $4.35B invested in British American Tobacco in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 139 increasing their positions, 165 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 42

8% more funds holding

Funds holding: 425459 (+34)

0.27% less ownership

Funds ownership: 5.33%5.05% (-0.27%)

1% less capital invested

Capital invested by funds: $4.41B → $4.35B (-$64.5M)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 165

38% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $35.6M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
459
Holders Change
+34
Holders Change %
+8%
% of All Funds
8.12%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
84
Increased
139
Reduced
165
Closed
42
Calls
$21.9M
Puts
$35.6M
Net Calls
-$13.7M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$756M +$40.1M +1,120,525 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M -$8.2M -229,072 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$361M +$71.9K +2,008 +0%
Capital International Investors
4
Capital International Investors
California
$335M -$135M -3,764,106 -30%
Capital World Investors
5
Capital World Investors
California
$205M +$39.6M +1,107,504 +25%
Bank of America
6
Bank of America
North Carolina
$158M -$9.15M -255,741 -6%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$136M -$10.7M -300,180 -8%
Federated Hermes
8
Federated Hermes
Pennsylvania
$121M -$6.75M -188,699 -6%
Wells Fargo
9
Wells Fargo
California
$116M -$5.45M -152,189 -5%
Franklin Resources
10
Franklin Resources
California
$105M -$52.8M -1,475,273 -34%
BlackRock
11
BlackRock
New York
$92.8M -$4.37M -122,135 -5%
Northern Trust
12
Northern Trust
Illinois
$92.3M -$5.51M -153,960 -6%
RJA
13
Raymond James & Associates
Florida
$85.6M -$4.09M -114,225 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$76.5M -$6.94M -193,800 -9%
PPA
15
Parametric Portfolio Associates
Washington
$70.1M -$7.13M -199,066 -10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66M -$23.7M -661,039 -27%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$64.6M +$61.7M +1,724,330 New
EIP
18
Epoch Investment Partners
New York
$58.6M -$549K -15,328 -1%
State Street
19
State Street
Massachusetts
$53.5M -$8.56M -239,056 -15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$52M +$821K +22,941 +2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$49.3M -$471K -13,168 -1%
Goldman Sachs
22
Goldman Sachs
New York
$48.3M +$8.38M +234,109 +22%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$47.6M -$2.6M -72,616 -5%
SCCM
24
Schafer Cullen Capital Management
New York
$36.9M -$5.1M -142,596 -13%
AR
25
Advisory Research
Illinois
$35.1M +$15.3M +427,677 +84%

BTI Hedge Fund Activity: Q4 2020 in Review

459 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q4 2020, worth a combined $4.35B — down 1.5% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BTI positions and 42 closed out — a net gain of 42 holders — while 139 added to existing stakes and 165 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.7M. The largest seller was Capital International Investors, cutting an estimated $135M.

  • 459 institutional investors held British American Tobacco (BTI) as of Q4 2020, up from 425 in Q3 2020.
  • Funds reported $4.35B of British American Tobacco stock for Q4 2020, down 1.5% quarter-over-quarter.
  • 84 funds opened new British American Tobacco positions in Q4 2020 and 42 closed out, a net change of +42 holders.
  • The largest British American Tobacco buyer in Q4 2020 was Arrowstreet Capital, an estimated $61.7M added.
  • The largest British American Tobacco seller in Q4 2020 was Capital International Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2020.