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866 hedge funds and large institutions have $16.4B invested in BP in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 379 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 259

0.05% more ownership

Funds ownership: 5.43%5.47% (+0.05%)

4% less funds holding

Funds holding: 900866 (-34)

12% less call options, than puts

Call options by funds: $706M | Put options by funds: $803M

17% less capital invested

Capital invested by funds: $19.8B → $16.4B (-$3.46B)

33% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 78

41% less funds holding in top 10

Funds holding in top 10: 3923 (-16)

Holders
866
Holders Change
-34
Holders Change %
-3.78%
% of All Funds
25.12%
Holding in Top 10
23
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-41.03%
% of All Funds
0.67%
New
52
Increased
379
Reduced
259
Closed
78
Calls
$706M
Puts
$803M
Net Calls
-$97.4M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
451
Archford Capital Strategies
Illinois
$893K +$405K +10,218 +70%
PHIMC
452
Private Harbour Investment Management & Counsel
Ohio
$887K +$29.1K +734 +3%
PP
453
Patten & Patten
Tennessee
$884K +$61.8K +1,559 +7%
RHBC
454
R.H. Bluestein & Co
Michigan
$879K
RC
455
RBF Capital
California
$879K +$968K +24,451 New
HH
456
Hilltop Holdings
Texas
$876K +$125K +3,146 +15%
CIM
457
Calvert Investment Management
Maryland
$870K -$4.36M -110,152 -82%
BAM
458
Brave Asset Management
New Jersey
$868K
AAM
459
Augustine Asset Management
Florida
$867K +$50.9K +1,286 +6%
RIG
460
Roosevelt Investment Group
New York
$865K +$35.6K +900 +4%
WCM
461
Wisconsin Capital Management
Wisconsin
$863K -$1.01M -25,392 -51%
FNT
462
First National Trust
Pennsylvania
$856K -$48.4K -1,222 -5%
AAM
463
Autus Asset Management
Arizona
$852K
PPSG
464
Princeton Portfolio Strategies Group
New Jersey
$847K
KCM
465
Kanawha Capital Management
Virginia
$843K -$15.1K -382 -2%
IAS
466
IMA Advisory Services
Colorado
$842K
ACP
467
Aviance Capital Partners
Florida
$842K +$8.12K +205 +0.9%
BBHC
468
Brown Brothers Harriman & Co
New York
$839K +$49.1K +1,239 +6%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$833K +$242K +6,104 +36%
CCS
470
Crosspoint Capital Strategies
California
$831K +$91.1K +2,299 +11%
PVWM
471
Point View Wealth Management
New Jersey
$829K +$57.9K +1,462 +7%
ESBC
472
E.S. Barr & Co
Kentucky
$822K -$24.2K -611 -3%
MWP
473
MYCIO Wealth Partners
Pennsylvania
$819K +$10.7K +271 +1%
MJRIC
474
Mogy Joel R Investment Counsel
California
$816K
DBIA
475
Dumont & Blake Investment Advisors
New Jersey
$813K

BP Hedge Fund Activity: Q3 2014 in Review

866 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2014, worth a combined $16.4B — down 17% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of BP and 52 opened new positions — a net loss of 26 holders — while 259 trimmed existing stakes and 379 added.

The largest buyer was Bank of America, adding an estimated $342M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 866 institutional investors held BP (BP) as of Q3 2014, down from 900 in Q2 2014.
  • Funds reported $16.4B of BP stock for Q3 2014, down 17% quarter-over-quarter.
  • 52 funds opened new BP positions in Q3 2014 and 78 closed out, a net change of -26 holders.
  • The largest BP buyer in Q3 2014 was Bank of America, an estimated $342M added.
  • The largest BP seller in Q3 2014 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.