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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
ST
401
Sabal Trust
Florida
$650K
WIM
402
Wittenberg Investment Management
Massachusetts
$645K
MCM
403
McMillion Capital Management
North Carolina
$645K +$591K +23,585 New
SW
404
SVB Wealth
Massachusetts
$640K -$766K -30,595 -57%
CWP
405
Capital Wealth Planning
Florida
$640K -$182K -7,250 -24%
GD
406
Grandfield & Dodd
New York
$640K -$21.2K -846 -3%
WC
407
Woodstock Corp
Massachusetts
$638K -$27.6K -1,100 -5%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$635K -$182K -7,257 -24%
DWA
409
Douglass Winthrop Advisors
New York
$635K -$24.2K -966 -4%
SSG
410
Summit Securities Group
New York
$634K -$511K -20,400 -47%
WSC
411
Wellington Shields & Co
New York
$623K
ICG
412
InterOcean Capital Group
Tennessee
$623K +$100K +4,000 +21%
SWM
413
Spire Wealth Management
Virginia
$621K -$14.9K -594 -3%
MA
414
Mutual Advisors
Nebraska
$621K +$3.38K +135 +0.6%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$619K -$76.9K -3,069 -12%
EP
416
Eudaimonia Partners
Tennessee
$615K +$225 +9 +0%
JGUA
417
John G. Ullman & Associates
New York
$614K -$17.5K -700 -3%
VPIM
418
Vanguard Personalized Indexing Management
California
$613K +$145K +5,786 +35%
AC
419
Avestar Capital
New York
$597K +$3.28K +131 +0.6%
BAM
420
Berkshire Asset Management
Pennsylvania
$594K +$47.3K +1,890 +10%
Cerity Partners
421
Cerity Partners
New York
$589K +$21.7K +867 +4%
HIS
422
Horizon Investment Services
Indiana
$588K -$12.5K -500 -2%
WP
423
WealthPLAN Partners
Nebraska
$583K -$19K -757 -3%
Kayne Anderson Rudnick Investment Management
424
Kayne Anderson Rudnick Investment Management
California
$577K +$16.5K +657 +3%
CL
425
COWA LLC
Oklahoma
$573K +$56.7K +2,263 +12%

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.