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888 hedge funds and large institutions have $18.3B invested in BP in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 330 increasing their positions, 300 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

41% more call options, than puts

Call options by funds: $628M | Put options by funds: $445M

10% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 300

3% more funds holding

Funds holding: 866888 (+22)

0.02% less ownership

Funds ownership: 5.48%5.47% (-0.02%)

6% less capital invested

Capital invested by funds: $19.4B → $18.3B (-$1.17B)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
888
Holders Change
+22
Holders Change %
+2.54%
% of All Funds
25.64%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.9%
New
74
Increased
330
Reduced
300
Closed
46
Calls
$628M
Puts
$445M
Net Calls
+$183M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
476
Roundview Capital
New Jersey
$762K +$764K +19,365 New
HC
477
HHG & Company
Connecticut
$758K -$4.81K -122 -0.6%
PAMG
478
Patton Albertson Miller Group
Tennessee
$756K -$110K -2,782 -13%
AWM
479
Avior Wealth Management
Nebraska
$752K +$355 +9 +0%
PNC
480
Park National Corp
Ohio
$750K +$58.8K +1,490 +8%
TD Asset Management
481
TD Asset Management
Ontario, Canada
$743K +$71.3K +1,809 +11%
LIC
482
Lodestar Investment Counsel
Illinois
$742K +$20.5K +519 +3%
HH
483
Hilltop Holdings
Texas
$741K +$449K +11,397 +154%
IB
484
Intrust Bank
Kansas
$726K -$10.4K -265 -1%
HCM
485
Highlander Capital Management
New Jersey
$725K -$19.3K -489 -3%
RHBC
486
R.H. Bluestein & Co
Michigan
$722K
AGI
487
Athena Global Investors
Virginia
$722K +$723K +18,338 New
AIM
488
Aspen Investment Management
Michigan
$719K
PHIMC
489
Private Harbour Investment Management & Counsel
Ohio
$719K +$107K +2,720 +17%
WA
490
WealthTrust Axiom
Pennsylvania
$719K +$147K +3,734 +26%
ADBIC
491
A.D. Beadell Investment Counsel
Wisconsin
$716K
PAM
492
Palisade Asset Management
Minnesota
$716K
RW
493
Rand Wealth
Maryland
$712K -$286K -7,252 -29%
ACM
494
Argentus Capital Management
Texas
$712K +$82.3K +2,088 +13%
CL
495
Choreo LLC
Illinois
$706K +$708K +17,942 New
RIG
496
Roosevelt Investment Group
New York
$705K +$334K +8,472 +90%
BHBT
497
Burke & Herbert Bank & Trust
Virginia
$703K +$12.1K +308 +2%
FSA
498
Financial Sense Advisors
California
$703K +$209K +5,307 +42%
SCA
499
SAC Capital Advisors
Connecticut
$702K -$99.1K -2,512 -12%
NSIM
500
North Star Investment Management
Illinois
$702K -$24.1K -611 -3%

BP Hedge Fund Activity: Q1 2014 in Review

888 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2014, worth a combined $18.3B — down 6% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BP positions and 46 closed out — a net gain of 28 holders — while 330 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.1M. The largest seller was Wellington Management Group, cutting an estimated $839M.

  • 888 institutional investors held BP (BP) as of Q1 2014, up from 866 in Q4 2013.
  • Funds reported $18.3B of BP stock for Q1 2014, down 6% quarter-over-quarter.
  • 74 funds opened new BP positions in Q1 2014 and 46 closed out, a net change of +28 holders.
  • The largest BP buyer in Q1 2014 was Ameriprise, an estimated $76.1M added.
  • The largest BP seller in Q1 2014 was Wellington Management Group, an estimated $839M sold.

Based on aggregated 13F filings for Q1 2014.