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866 hedge funds and large institutions have $19.4B invested in BP in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 291 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 51

36% more call options, than puts

Call options by funds: $654M | Put options by funds: $480M

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.98B)

11% more funds holding

Funds holding: 779866 (+87)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

0.21% less ownership

Funds ownership: 5.7%5.48% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 293

Holders
866
Holders Change
+87
Holders Change %
+11.17%
% of All Funds
25.13%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.96%
New
148
Increased
291
Reduced
293
Closed
51
Calls
$654M
Puts
$480M
Net Calls
+$175M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
Montag & Associates
Georgia
$845K +$82K +2,201 +12%
BRWA
452
B. Riley Wealth Advisors
Florida
$839K -$30.8K -828 -4%
GJIC
453
Gamble Jones Investment Counsel
California
$828K -$447 -12 -0.1%
WJA
454
Williams Jones & Associates
New York
$814K +$36.1K +970 +5%
SCA
455
SAC Capital Advisors
Connecticut
$809K +$757K +20,344 New
Aristotle Capital Management
456
Aristotle Capital Management
California
$803K
SFG
457
Sather Financial Group
Texas
$803K +$9.09K +244 +1%
DSC
458
Duncker Streett & Co
Missouri
$802K -$15.9K -428 -2%
PAI
459
Pittenger & Anderson Inc
Nebraska
$801K -$10.7K -287 -1%
BNP Paribas Financial Markets
460
BNP Paribas Financial Markets
France
$791K -$3.4M -91,191 -82%
GA
461
Geneva Advisors
Illinois
$789K
BOK
462
Bank of Kentucky
Kentucky
$787K
CC
463
Cornerstone Capital
California
$784K -$21.6K -581 -3%
PSI
464
Pinnacle Summer Investments
Virginia
$783K -$213K -5,716 -22%
SBH
465
Segall Bryant & Hamill
Illinois
$782K +$23.3K +626 +3%
MBTD
466
Mechanics Bank - Trust Department
California
$782K +$36.4K +978 +5%
MFS
467
MSI Financial Services
Massachusetts
$780K -$66.7K -1,791 -8%
TCOT
468
Trust Company of Toledo
Ohio
$778K -$49K -1,315 -6%
BC
469
Burney Company
Virginia
$778K +$4.21K +113 +0.6%
SIC
470
Schwartz Investment Counsel
Michigan
$778K +$91K +2,445 +14%
ARMC
471
American Research & Management Company
Massachusetts
$772K -$22.8K -611 -3%
HC
472
HHG & Company
Connecticut
$771K
AWM
473
Avior Wealth Management
Nebraska
$759K +$711K +19,096 New
AWA
474
Arete Wealth Advisors
Illinois
$756K +$708K +19,002 New
FIM
475
Frontier Investment Management
Texas
$755K +$8.53K +229 +1%

BP Hedge Fund Activity: Q4 2013 in Review

866 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2013, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BP positions and 51 closed out — a net gain of 97 holders — while 291 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $245M sold.

  • 866 institutional investors held BP (BP) as of Q4 2013, up from 779 in Q3 2013.
  • Funds reported $19.4B of BP stock for Q4 2013, up 11% quarter-over-quarter.
  • 148 funds opened new BP positions in Q4 2013 and 51 closed out, a net change of +97 holders.
  • The largest BP buyer in Q4 2013 was Wellington Management Group, an estimated $112M added.
  • The largest BP seller in Q4 2013 was Arrowstreet Capital, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2013.