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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCT
326
Country Club Trust
Missouri
$1.07M +$745K +23,036 +106%
BA
327
Bridgewater Associates
Connecticut
$1.07M -$557K -17,228 -28%
CAN
328
Cetera Advisor Networks
California
$1.07M -$362K -11,203 -20%
IA
329
IFP Advisors
Florida
$1.06M +$266K +8,214 +23%
CC
330
Chicago Capital
Illinois
$1.04M
BRWA
331
B. Riley Wealth Advisors
Florida
$1.03M -$798K -24,666 -37%
PFS
332
Prospera Financial Services
Texas
$1.03M +$153K +4,731 +13%
MIAN
333
Mariner Independent Advisor Network
Kansas
$1.01M -$850K -26,279 -39%
AAS
334
Avantax Advisory Services
Texas
$998K -$117K -3,608 -8%
FBT
335
First Bank & Trust
South Dakota
$993K -$481K -14,861 -27%
KCPG
336
Kavar Capital Partners Group
Kansas
$993K +$46.9K +1,450 +4%
FFC
337
First Financial Corp
Indiana
$992K
TCM
338
Tradewinds Capital Management
Washington
$981K +$556K +17,189 +75%
MRCM
339
M&R Capital Management
New Jersey
$980K -$15.8K -490 -1%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$980K
NSIM
341
North Star Investment Management
Illinois
$976K +$4.3K +133 +0.3%
SIC
342
Shoker Investment Counsel
Ohio
$974K +$546K +16,899 +73%
MCM
343
Monarch Capital Management
Indiana
$969K -$112K -3,475 -8%
Cetera Investment Advisers
344
Cetera Investment Advisers
Illinois
$967K +$89.3K +2,763 +7%
CHC
345
City Holding Co
West Virginia
$966K +$54.1K +1,673 +4%
ACG
346
Allen Capital Group
Nebraska
$958K +$13.3K +411 +1%
IC
347
IEQ Capital
California
$953K +$1.03M +31,900 +443%
SYBT
348
Stock Yards Bank & Trust
Kentucky
$936K -$15.8K -490 -1%
CG
349
Colony Group
Massachusetts
$935K +$7.83K +242 +0.6%
KMWM
350
Keudell/Morrison Wealth Management
Oregon
$934K +$112K +3,478 +10%

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.