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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
WB
426
Webster Bank
Connecticut
$619K -$41.2K -1,275 -5%
VAS
427
Vestmark Advisory Solutions
Massachusetts
$615K -$163K -5,043 -17%
CIM
428
Confluence Investment Management
Missouri
$615K -$106K -3,287 -12%
JCM
429
Jacobi Capital Management
Pennsylvania
$615K +$15.7K +487 +2%
WIS
430
Wright Investors Service
Connecticut
$608K +$69.8K +2,158 +9%
CFA
431
Cahill Financial Advisors
Minnesota
$604K +$131K +4,066 +20%
RC
432
RegentAtlantic Capital
New Jersey
$602K -$679K -21,002 -46%
GD
433
Grandfield & Dodd
New York
$602K
MIM
434
Montgomery Investment Management
Maryland
$600K
PAS
435
Park Avenue Securities
New York
$598K +$165K +5,109 +26%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$595K -$602K -18,624 -43%
LW
437
Linscomb Wealth
Texas
$590K +$174K +5,374 +29%
QT
438
Quantbot Technologies
New York
$586K -$807K -24,965 -51%
ST
439
Sabal Trust
Florida
$585K +$5.46K +169 +0.7%
SFG
440
SevenBridge Financial Group
Pennsylvania
$585K +$10.8K +335 +1%
9WM
441
9258 Wealth Management
Ohio
$584K -$29.2K -902 -4%
AT
442
Arden Trust
Delaware
$579K +$151K +4,669 +24%
NNP
443
Nachman Norwood & Parrott
South Carolina
$576K -$326K -10,096 -30%
WT
444
Whittier Trust
California
$576K -$244K -7,546 -24%
SMC
445
Smith, Moore & Co
Missouri
$576K -$26.5K -820 -3%
TNA
446
True North Advisors
Texas
$575K -$265K -8,193 -26%
OIA
447
Optimum Investment Advisors
Illinois
$573K -$48.9K -1,512 -6%
GAMC
448
Garner Asset Management Corp
Texas
$572K +$758K +23,435 New
RIA
449
Realta Investment Advisors
Delaware
$571K +$21.3K +660 +3%
AI
450
Atria Investments
North Carolina
$569K -$389K -12,040 -34%

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.