
What smart money is saying about BT Group PLC
1 fund in our archive has pitched BT Group PLC — most recently Ariel International Fund in September 2025.
BT Group plc provides communications products and services in the United Kingdom, Europe, the Middle East, Africa, the Americas, and the Asia Pacific. It operates through Consumer, Enterprise, Global, and Openreach segments. The Consumer segment offers landline, mobile, broadband, and TV services under the BT, EE, and Plusnet brands. The Enterprise segment provides network solutions to communications providers; and sells communications and IT services to businesses and public sector organizations. Its services include fixed voice, mobile, fixed connectivity, and IT services. The Global segment secures and manages network and cloud infrastructure and services for multinational corporations. It also offers voice and data network services, such as managed, security and network, and IT infrastructure services. The Openreach segment provides fixed connectivity access network that connects homes, mobile phone masts, schools, shops, banks, hospitals, libraries, broadcasters, governments, and big and small businesses. This segment also offers last mile, a service over the local access network; and installs and maintains fiber and copper communications networks from exchanges to homes and businesses. BT Group has strategic partnership with Microsoft. The company was formerly known as Newgate Telecommunications Limited and changed its name to BT Group plc in September 2001. BT Group plc was incorporated in 2001 and is headquartered in London, the United Kingdom.
Get an email when a fund writes about it
Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in BT Group PLC — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- ExitedBrown Advisory International Value Select StrategyJune 2026
“This resulted in the sale of seven companies: Ageas, Aumovio, BT, Henkel, Swatch, Ternium and Vodafone.”
Read the letterBT Group PLC
Fund coverage · 1 thesis
- Ariel International FundSeptember 2025
BT Group PLC is poised for potential re-rating due to strategic infrastructure investments, a shift in focus on international operations, and improving industry dynamics amidst rising AI-driven demand and market consolidation.
Read the full thesis
Read every full thesis on BT Group PLC
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→