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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
WHG
451
Westwood Holdings Group
Texas
$569K +$20.7K +640 +3%
MA
452
Montag & Associates
Georgia
$563K -$1.34M -41,568 -64%
SSM
453
Sound Shore Management
Connecticut
$563K -$163K -5,050 -18%
CWM
454
Cornerstone Wealth Management
Missouri
$562K +$37.2K +1,151 +5%
KFC
455
Klingenstein Fields & Co
New York
$557K -$18.8K -580 -2%
AAP
456
Aristotle Atlantic Partners
Florida
$556K
MHS
457
M Holdings Securities
Oregon
$554K +$735K +22,733 New
KLCM
458
KG&L Capital Management
Louisiana
$550K +$253K +7,828 +53%
MPI
459
Mairs & Power Inc
Minnesota
$549K -$10.5K -326 -1%
BCM
460
Bourgeon Capital Management
Connecticut
$549K +$320K +9,900 +78%
MWM
461
Meridian Wealth Management
Kentucky
$546K +$108K +3,332 +17%
JHCP
462
Jackson Hole Capital Partners
Oklahoma
$541K -$21.2K -656 -3%
SBH
463
Segall Bryant & Hamill
Illinois
$540K +$6.47K +200 +0.9%
EWM
464
Empirical Wealth Management
Washington
$540K +$716K +22,143 New
SWM
465
SeaCrest Wealth Management
New York
$539K -$193K -5,982 -21%
SSA
466
Schonfeld Strategic Advisors
New York
$539K +$715K +22,100 New
HIS
467
Horizon Investment Services
Indiana
$538K
GG
468
Gofen & Glossberg
Illinois
$534K
WP
469
Wedgewood Partners
Missouri
$534K +$303K +9,375 +75%
MA
470
Mutual Advisors
Nebraska
$530K -$5.85K -181 -0.8%
CIC
471
Carnegie Investment Counsel
Ohio
$528K -$16K -495 -2%
CCA
472
Checchi Capital Advisers
California
$527K +$91.6K +2,833 +15%
PA
473
Profund Advisors
Maryland
$521K -$211K -6,535 -23%
PG
474
Pendal Group
Australia
$521K -$129 -4 -0%
1IA
475
1834 Investment Advisors
Wisconsin
$520K -$3.26M -100,850 -83%

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.