We are live on ! Find out more

963 hedge funds and large institutions have $8.09B invested in BP in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more call options, than puts

Call options by funds: $735M | Put options by funds: $618M

5% more capital invested

Capital invested by funds: $7.69B → $8.09B (+$394M)

10% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 332

0.04% more ownership

Funds ownership: 1.44%1.48% (+0.04%)

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 980963 (-17)

Holders
963
Holders Change
-17
Holders Change %
-1.73%
% of All Funds
16.86%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
78
Increased
364
Reduced
332
Closed
80
Calls
$735M
Puts
$618M
Net Calls
+$118M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$834K -$22.6K -904 -3%
CWM
352
Cornerstone Wealth Management
Missouri
$834K +$7.72K +308 +1%
VC
353
Vicus Capital
Pennsylvania
$825K -$1.33K -53 -0.2%
1SB
354
1ST Source Bank
Indiana
$824K -$17.6K -701 -2%
FFBTD
355
First Financial Bank - Trust Division
Ohio
$820K -$2K -80 -0.3%
LNC
356
Lincoln National Corp
Pennsylvania
$811K -$165K -6,569 -18%
FAIM
357
Financial Advocates Investment Management
Washington
$811K +$19K +757 +3%
CCP
358
Corient Capital Partners
California
$810K +$122K +4,866 +20%
CA
359
Clearstead Advisors
Ohio
$810K +$406K +16,201 +121%
CCFCSB
360
Cape Cod Five Cents Savings Bank
Massachusetts
$807K -$155K -6,185 -17%
SG Americas Securities
361
SG Americas Securities
New York
$806K -$69.6K -2,778 -9%
IF
362
Intrua Financial
Texas
$798K +$683K +27,275 New
AIC
363
Ameritas Investment Company
Nebraska
$796K +$611K +24,409 +519%
WJA
364
Willis Johnson & Associates
Texas
$794K -$175K -6,993 -19%
CCM
365
Chiron Capital Management
Florida
$793K +$40.1K +1,600 +6%
XWM
366
Xcel Wealth Management
Florida
$775K +$60.2K +2,402 +9%
NFG
367
Next Financial Group
Texas
$768K -$8.02K -320 -1%
CTC
368
Central Trust Company
Missouri
$759K -$22.4K -893 -3%
WAAG
369
Wealth Alliance Advisory Group
Kansas
$749K -$90.2K -3,600 -12%
TCM
370
Triumph Capital Management
Colorado
$749K +$21.5K +859 +3%
LF
371
Lantz Financial
Illinois
$748K -$11.3K -450 -2%
FFN
372
Focus Financial Network
Minnesota
$740K +$76.3K +3,045 +13%
BP
373
BBR Partners
New York
$739K
BL
374
BFSG LLC
California
$729K -$17.1K -684 -3%
GI
375
Gradient Investments
Minnesota
$726K +$26.2K +1,046 +4%

BP Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2021, worth a combined $8.09B — up 5.1% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BP and 78 opened new positions — a net loss of 2 holders — while 332 trimmed existing stakes and 364 added.

The largest buyer was Bank of Montreal, adding an estimated $245M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $150M sold.

  • 963 institutional investors held BP (BP) as of Q3 2021, down from 980 in Q2 2021.
  • Funds reported $8.09B of BP stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 78 funds opened new BP positions in Q3 2021 and 80 closed out, a net change of -2 holders.
  • The largest BP buyer in Q3 2021 was Bank of Montreal, an estimated $245M added.
  • The largest BP seller in Q3 2021 was T. Rowe Price Associates, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2021.