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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
UBS Group
26
UBS Group
Switzerland
$66.7M +$841K +26,005 +1%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$60.7M -$261K -8,072 -0.3%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$55.8M -$11.6M -359,478 -14%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.5M +$2.39M +73,775 +3%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$52.2M -$74.3M -2,298,891 -52%
Macquarie Group
31
Macquarie Group
Australia
$52.1M +$10.2M +316,368 +17%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$51.2M -$24.5M -758,052 -27%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$48.7M -$2.22M -68,789 -3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$46.9M -$1.65M -51,155 -3%
AGA
35
Altrinsic Global Advisors
Connecticut
$43.8M +$4.29M +132,769 +8%
Citadel Advisors
36
Citadel Advisors
Florida
$43.3M -$26.9M -832,854 -32%
ORIO
37
Old Republic International (ORI)
Illinois
$41.5M
KBG
38
Kahn Brothers Group
New York
$39.7M +$152K +4,705 +0.3%
MIP
39
Mondrian Investment Partners
United Kingdom
$35.1M +$4.66M +144,145 +11%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$34.6M -$6.63M -205,000 -13%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$31.6M -$8.31M -256,986 -17%
US Bancorp
42
US Bancorp
Minnesota
$31.2M +$2.02M +62,360 +5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$30.6M +$547K +16,913 +1%
LPL Financial
44
LPL Financial
California
$30.6M +$680K +21,024 +2%
Truist Financial
45
Truist Financial
North Carolina
$30.5M -$2.29M -70,706 -5%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$29.4M -$13.3M -412,485 -25%
Citigroup
47
Citigroup
New York
$28.8M +$16.3M +503,660 +74%
NSLI
48
Nan Shan Life Insurance
Taiwan
$26.8M -$12.9K -400 -0%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$26.3M +$29.1M +899,355 +497%
BIP
50
Brandes Investment Partners
California
$24.3M +$5.8M +179,242 +22%

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.