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900 hedge funds and large institutions have $19.8B invested in BP in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 345 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $869M | Put options by funds: $607M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3139 (+8)

15% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 300

9% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.59B)

1% more funds holding

Funds holding: 888900 (+12)

0.04% less ownership

Funds ownership: 5.47%5.43% (-0.04%)

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
25.86%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
1.12%
New
63
Increased
345
Reduced
300
Closed
47
Calls
$869M
Puts
$607M
Net Calls
+$262M
Net Calls Change
+$79.1M
Name Holding Trade Value Shares
Change
Change in
Stake
B
351
BancorpSouth
Mississippi
$1.86M +$312K +7,563 +21%
KT
352
Kanaly Trust
Texas
$1.86M -$279K -6,768 -14%
FANJ
353
Financial Architects (New Jersey)
New Jersey
$1.85M +$139K +3,362 +9%
JIC
354
Johnson Investment Counsel
Ohio
$1.84M -$12.7K -308 -0.7%
HIMC
355
Heritage Investors Management Corp
Maryland
$1.83M -$6.6K -160 -0.4%
WTC
356
WhitTier Trust Company
Nevada
$1.83M +$552K +13,393 +46%
CC
357
Columbia Capital
California
$1.82M -$119K -2,883 -6%
ACI
358
Alpha Cubed Investments
California
$1.8M -$99.2K -2,406 -5%
HK
359
Horizon Kinetics
New York
$1.77M -$49.9K -1,210 -3%
BFM
360
Boston Financial Management
Massachusetts
$1.72M +$4K +97 +0.2%
HAM
361
Highstreet Asset Management
Ontario, Canada
$1.71M +$161K +3,913 +11%
AC
362
Addison Capital
Pennsylvania
$1.7M +$192K +4,645 +13%
BAM
363
Barrett Asset Management
New York
$1.7M +$70.6K +1,712 +5%
NL
364
NWAM LLC
Washington
$1.64M -$94.5K -2,290 -6%
NPC
365
National Planning Corporation
California
$1.64M +$332K +8,044 +27%
CICI
366
Capital Investment Counsel Inc
North Carolina
$1.62M -$78K -1,890 -5%
BBA
367
BLB&B Advisors
Pennsylvania
$1.61M -$141K -3,415 -8%
WCM
368
Westend Capital Management
California
$1.61M +$1.6M +38,758 New
AMIM
369
Aull & Monroe Investment Management
Alabama
$1.59M
PAWC
370
P.A.W. Capital
Connecticut
$1.58M -$706K -17,116 -32%
SI
371
SII Investments
Wisconsin
$1.58M +$206K +5,003 +16%
SWM
372
SVA Wealth Management
Wisconsin
$1.53M +$56.6K +1,372 +4%
BUB
373
BBVA USA Bancshares
Texas
$1.52M -$29.5K -716 -2%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$24.8K +601 +2%
WSFS
375
Wilmington Savings Fund Society
Delaware
$1.51M -$85.7K -2,078 -6%

BP Hedge Fund Activity: Q2 2014 in Review

900 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2014, worth a combined $19.8B — up 8.7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BP positions and 47 closed out — a net gain of 16 holders — while 345 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $223M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $168M sold.

  • 900 institutional investors held BP (BP) as of Q2 2014, up from 888 in Q1 2014.
  • Funds reported $19.8B of BP stock for Q2 2014, up 8.7% quarter-over-quarter.
  • 63 funds opened new BP positions in Q2 2014 and 47 closed out, a net change of +16 holders.
  • The largest BP buyer in Q2 2014 was Ameriprise, an estimated $223M added.
  • The largest BP seller in Q2 2014 was Veritas Asset Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2014.