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1,097 hedge funds and large institutions have $15.3B invested in BP in 2019 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 434 increasing their positions, 378 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $710M | Put options by funds: $332M

15% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 378

0.04% less ownership

Funds ownership: 1.86%1.83% (-0.04%)

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 1,1181,097 (-21)

6% less capital invested

Capital invested by funds: $16.2B → $15.3B (-$931M)

21% less funds holding in top 10

Funds holding in top 10: 2923 (-6)

Holders
1,097
Holders Change
-21
Holders Change %
-1.88%
% of All Funds
23.83%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.5%
New
73
Increased
434
Reduced
378
Closed
76
Calls
$710M
Puts
$332M
Net Calls
+$378M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
451
Smith, Moore & Co
Missouri
$1.05M +$1.08M +25,645 New
HPCM
452
High Pointe Capital Management
Illinois
$1.05M -$129K -3,081 -11%
SCM
453
Schnieders Capital Management
California
$1.04M +$750K +17,872 +236%
GD
454
Grandfield & Dodd
New York
$1.03M +$1.22K +29 +0.1%
SSM
455
Sound Shore Management
Connecticut
$1.03M +$599K +14,287 +131%
MIM
456
Montgomery Investment Management
Maryland
$1.03M -$55.8K -1,330 -5%
IWM
457
IHT Wealth Management
Illinois
$1.02M +$24.6K +587 +2%
CWM
458
Cornerstone Wealth Management
Missouri
$1.02M +$100K +2,389 +10%
HWA
459
HCR Wealth Advisors
California
$1.02M -$43.4K -1,034 -4%
KA
460
Kovack Advisors
Florida
$1M +$121K +2,878 +13%
BSW
461
Buckingham Strategic Wealth
Missouri
$1M +$348K +8,296 +51%
9WM
462
9258 Wealth Management
Ohio
$997K -$40.4K -963 -4%
ST
463
Sabal Trust
Florida
$993K
SFG
464
SevenBridge Financial Group
Pennsylvania
$991K +$38.1K +908 +4%
KWA
465
KCS Wealth Advisory
California
$989K +$41.8K +996 +4%
PG
466
Pendal Group
Australia
$988K -$56.5K -1,346 -5%
WHG
467
Westwood Holdings Group
Texas
$987K +$126K +3,000 +14%
HI
468
HBK Investments
Texas
$980K -$10.5M -251,197 -91%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$980K
JCM
470
Jacobi Capital Management
Pennsylvania
$975K +$894K +21,311 +807%
TCM
471
Tradewinds Capital Management
Washington
$974K +$2.85K +68 +0.3%
MA
472
Mutual Advisors
Nebraska
$974K +$130K +3,106 +15%
IA
473
IFG Advisory
Georgia
$970K +$118K +2,804 +13%
GT
474
Glenview Trust
Kentucky
$967K
JIC
475
Johnson Investment Counsel
Ohio
$966K -$228K -5,429 -19%

BP Hedge Fund Activity: Q2 2019 in Review

1,097 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2019, worth a combined $15.3B — down 5.7% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of BP and 73 opened new positions — a net loss of 3 holders — while 378 trimmed existing stakes and 434 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $78.2M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $226M sold.

  • 1,097 institutional investors held BP (BP) as of Q2 2019, down from 1,118 in Q1 2019.
  • Funds reported $15.3B of BP stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 73 funds opened new BP positions in Q2 2019 and 76 closed out, a net change of -3 holders.
  • The largest BP buyer in Q2 2019 was Ceredex Value Advisors, an estimated $78.2M added.
  • The largest BP seller in Q2 2019 was Acadian Asset Management, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2019.