We are live on ! Find out more
BTI icon

British American Tobacco

478 hedge funds and large institutions have $4.63B invested in British American Tobacco in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 217 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 118

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

1% more funds holding

Funds holding: 471478 (+7)

3% more capital invested

Capital invested by funds: $4.47B → $4.63B (+$156M)

0.1% more ownership

Funds ownership: 5.03%5.13% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

30% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $88.4M

Holders
478
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
217
Reduced
118
Closed
49
Calls
$61.6M
Puts
$88.4M
Net Calls
-$26.7M
Net Calls Change
+$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$759M -$59.2M -1,511,843 -7%
Capital International Investors
2
Capital International Investors
California
$394M +$29.7M +757,854 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$285M -$115M -2,944,217 -29%
Bank of America
4
Bank of America
North Carolina
$234M +$65.9M +1,683,436 +39%
BlackRock
5
BlackRock
New York
$229M +$133M +3,389,463 +139%
Capital World Investors
6
Capital World Investors
California
$202M -$60M -1,531,934 -23%
Federated Hermes
7
Federated Hermes
Pennsylvania
$153M +$24.8M +633,039 +19%
Newport Trust Company
8
Newport Trust Company
District of Columbia
$136M -$7.45M -190,295 -5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$130M -$96.1M -2,454,939 -43%
RJA
10
Raymond James & Associates
Florida
$118M +$23.9M +609,644 +26%
Wells Fargo
11
Wells Fargo
California
$115M -$6.94M -177,121 -6%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$113M -$2.24M -57,144 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$88.5M -$110K -2,800 -0.1%
PPA
14
Parametric Portfolio Associates
Washington
$82.2M +$4M +102,175 +5%
Goldman Sachs
15
Goldman Sachs
New York
$81.1M +$23.5M +600,192 +41%
Northern Trust
16
Northern Trust
Illinois
$80.3M -$16.4M -417,830 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$71.5M +$15.4M +393,194 +28%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$65.9M +$8.11M +207,090 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61M -$3.97M -101,419 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$51.4M -$1.06M -27,163 -2%
EIP
21
Epoch Investment Partners
New York
$50.5M -$1.47M -37,538 -3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$46.4M -$1.21M -30,956 -3%
MWNA
23
Marshall Wace North America
New York
$43.8M +$37.9M +968,603 +659%
Morgan Stanley
24
Morgan Stanley
New York
$42.5M -$2.74M -69,980 -6%
State Street
25
State Street
Massachusetts
$42.5M -$11.7M -298,293 -22%

BTI Hedge Fund Activity: Q2 2021 in Review

478 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in British American Tobacco (BTI) for Q2 2021, worth a combined $4.63B — up 3.5% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BTI positions and 49 closed out — a net gain of 11 holders — while 217 added to existing stakes and 118 trimmed.

The largest buyer was BlackRock, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $115M.

  • 478 institutional investors held British American Tobacco (BTI) as of Q2 2021, up from 471 in Q1 2021.
  • Funds reported $4.63B of British American Tobacco stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 60 funds opened new British American Tobacco positions in Q2 2021 and 49 closed out, a net change of +11 holders.
  • The largest British American Tobacco buyer in Q2 2021 was BlackRock, an estimated $133M added.
  • The largest British American Tobacco seller in Q2 2021 was Fidelity Investments, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2021.