We are live on ! Find out more

892 hedge funds and large institutions have $11.5B invested in BP in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 252 increasing their positions, 565 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $336M

0.12% less ownership

Funds ownership: 2.13%2.01% (-0.12%)

8% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 76

2% less funds holding

Funds holding: 909892 (-17)

11% less capital invested

Capital invested by funds: $13B → $11.5B (-$1.48B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

55% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 565

Holders
892
Holders Change
-17
Holders Change %
-1.87%
% of All Funds
22.21%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.42%
New
70
Increased
252
Reduced
565
Closed
76
Calls
$349M
Puts
$336M
Net Calls
+$13.2M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
KS
451
Karpas Strategies
Connecticut
$619K -$11.2K -368 -2%
MSAM
452
Moloney Securities Asset Management
Missouri
$618K -$7.17K -236 -1%
HCM
453
Hollencrest Capital Management
California
$613K -$11.1K -364 -2%
FMWA
454
Forvis Mazars Wealth Advisors
Missouri
$612K -$11.1K -364 -2%
LIC
455
Lodestar Investment Counsel
Illinois
$599K -$10.8K -356 -2%
BFG
456
Barber Financial Group
Kansas
$598K +$38.8K +1,275 +7%
CIC
457
Carnegie Investment Counsel
Ohio
$590K -$10.5K -346 -2%
BCP
458
Blue Chip Partners
Michigan
$588K -$48.8K -1,604 -8%
GIM
459
Goelzer Investment Management
Indiana
$576K -$10.4K -342 -2%
HCM
460
Hodges Capital Management
Texas
$571K +$577K +18,979 New
AFP
461
Ausdal Financial Partners
Iowa
$570K -$54.3K -1,787 -9%
SB
462
Simmons Bank
Arkansas
$568K -$139K -4,569 -19%
FIB
463
First Interstate Bank
Montana
$568K -$21.9K -721 -4%
BAS
464
Brown Advisory Securities
Maryland
$565K +$213 +7 +0%
CBU
465
CIBC Bank USA
Illinois
$564K -$84.5K -2,779 -13%
LIA
466
LS Investment Advisors
Michigan
$562K -$8.94K -294 -2%
PTC
467
Private Trust Company
Ohio
$555K -$1.19K -39 -0.2%
ACA
468
Anchor Capital Advisors
Massachusetts
$555K +$138K +4,556 +33%
GA
469
Geneva Advisors
Illinois
$553K -$100K -3,305 -15%
CG
470
Cutler Group
California
$551K -$12.8M -421,323 -96%
WSFS
471
Wilmington Savings Fund Society
Delaware
$550K -$43.7K -1,436 -7%
CG
472
CFO4Life Group
Texas
$550K +$555K +18,259 New
LFAS
473
Level Four Advisory Services
Texas
$546K +$40.9K +1,344 +8%
CWM
474
Cornerstone Wealth Management
Missouri
$544K +$142K +4,661 +34%
PFS
475
Prospera Financial Services
Texas
$541K +$25.8K +849 +5%

BP Hedge Fund Activity: Q1 2017 in Review

892 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2017, worth a combined $11.5B — down 11% from $13B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of BP and 70 opened new positions — a net loss of 6 holders — while 565 trimmed existing stakes and 252 added.

The largest buyer was BlackRock, adding an estimated $409M. The largest seller was Franklin Resources, cutting an estimated $373M.

  • 892 institutional investors held BP (BP) as of Q1 2017, down from 909 in Q4 2016.
  • Funds reported $11.5B of BP stock for Q1 2017, down 11% quarter-over-quarter.
  • 70 funds opened new BP positions in Q1 2017 and 76 closed out, a net change of -6 holders.
  • The largest BP buyer in Q1 2017 was BlackRock, an estimated $409M added.
  • The largest BP seller in Q1 2017 was Franklin Resources, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2017.