We are live on ! Find out more

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
EP
401
Elkhorn Partners
Nebraska
$1.31M -$131K -3,179 -9%
PTC
402
Private Trust Company
Ohio
$1.31M +$12.7K +309 +1%
CPA
403
Court Place Advisors
Maryland
$1.3M +$15.3K +372 +1%
SFPIA
404
Stevens First Principles Investment Advisors
California
$1.3M -$8.04K -195 -0.6%
BRWA
405
B. Riley Wealth Advisors
Florida
$1.29M +$1.57M +37,944 +162%
WSC
406
Wellington Shields & Co
New York
$1.29M +$13.3K +323 +1%
PMG
407
ProVise Management Group
Florida
$1.29M +$1.69K +41 +0.1%
CC
408
Cornerstone Capital
California
$1.29M +$129K +3,125 +12%
CIA
409
Choate Investment Advisors
Massachusetts
$1.29M -$354K -8,589 -22%
CWM
410
CIBC World Markets
New York
$1.26M +$1.2M +29,196 New
SLG
411
Stanley-Laman Group
Pennsylvania
$1.26M +$12.1K +293 +1%
SWP
412
Stratos Wealth Partners
Ohio
$1.25M +$1.19M +28,901 New
QAM
413
QCI Asset Management
New York
$1.25M -$10.1K -245 -0.8%
BMO
414
Beck Mack & Oliver
New York
$1.25M +$2.85K +69 +0.2%
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$1.24M +$61.8K +1,498 +6%
CWP
416
Capital Wealth Planning
Florida
$1.24M
OCM
417
One Capital Management
California
$1.21M -$1.81K -44 -0.2%
DWA
418
Douglass Winthrop Advisors
New York
$1.21M
GLRA
419
Gerald L. Ray & Associates
Texas
$1.2M +$20.7K +502 +2%
HFS
420
HL Financial Services
Kentucky
$1.2M +$124K +3,001 +12%
PIA
421
Peachtree Investment Advisors
Georgia
$1.19M
FC
422
Fairpointe Capital
Illinois
$1.18M +$126K +3,057 +13%
ANTB
423
AMG National Trust Bank
Colorado
$1.18M -$5.4K -131 -0.5%
GCA
424
Greenwood Capital Associates
South Carolina
$1.18M +$1.12M +27,269 New
SYBT
425
Stock Yards Bank & Trust
Kentucky
$1.17M -$93.9K -2,277 -8%

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.