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866 hedge funds and large institutions have $16.4B invested in BP in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 379 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 259

0.05% more ownership

Funds ownership: 5.43%5.47% (+0.05%)

4% less funds holding

Funds holding: 900866 (-34)

12% less call options, than puts

Call options by funds: $706M | Put options by funds: $803M

17% less capital invested

Capital invested by funds: $19.8B → $16.4B (-$3.46B)

33% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 78

41% less funds holding in top 10

Funds holding in top 10: 3923 (-16)

Holders
866
Holders Change
-34
Holders Change %
-3.78%
% of All Funds
25.12%
Holding in Top 10
23
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-41.03%
% of All Funds
0.67%
New
52
Increased
379
Reduced
259
Closed
78
Calls
$706M
Puts
$803M
Net Calls
-$97.4M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIM
476
Marathon Trading Investment Management
Pennsylvania
$813K +$96.8K +2,445 +12%
PFS
477
Prospera Financial Services
Texas
$812K +$418K +10,559 +88%
KS
478
Karpas Strategies
Connecticut
$788K
WPC
479
Waters Parkerson & Co
Louisiana
$786K
RMAM
480
Raab & Moskowitz Asset Management
New Jersey
$786K +$412K +10,391 +91%
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$785K -$109K -2,755 -11%
LIC
482
Lodestar Investment Counsel
Illinois
$766K
IH
483
IFC Holdings
Florida
$764K +$32.6K +823 +4%
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$762K +$368K +9,284 +78%
MCM
485
McGlinn Capital Management
Pennsylvania
$747K +$823K +20,783 New
CAM
486
Carret Asset Management
New York
$736K +$95.6K +2,414 +13%
Aristotle Capital Management
487
Aristotle Capital Management
California
$734K
LIA
488
LS Investment Advisors
Michigan
$733K +$140K +3,528 +21%
ADBIC
489
A.D. Beadell Investment Counsel
Wisconsin
$720K +$73.1K +1,846 +10%
BFC
490
Blue Fin Capital
Rhode Island
$718K -$4.83K -122 -0.6%
RC
491
Roundview Capital
New Jersey
$712K -$8.71K -220 -1%
BOK
492
Bank of Kentucky
Kentucky
$712K
AWM
493
Avior Wealth Management
Nebraska
$687K +$14.9K +377 +2%
MBTD
494
Mechanics Bank - Trust Department
California
$686K +$2.42K +61 +0.3%
PNC
495
Park National Corp
Ohio
$684K -$102K -2,587 -12%
RIM
496
RS Investment Management
California
$680K -$1.36M -34,444 -65%
DCM
497
DLS Capital Management
Illinois
$680K
DSC
498
Duncker Streett & Co
Missouri
$679K -$117K -2,958 -14%
CCP
499
Clough Capital Partners
Massachusetts
$678K -$28.6M -721,518 -97%
RG
500
Rathbones Group
United Kingdom
$672K -$123K -3,115 -14%

BP Hedge Fund Activity: Q3 2014 in Review

866 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2014, worth a combined $16.4B — down 17% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of BP and 52 opened new positions — a net loss of 26 holders — while 259 trimmed existing stakes and 379 added.

The largest buyer was Bank of America, adding an estimated $342M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 866 institutional investors held BP (BP) as of Q3 2014, down from 900 in Q2 2014.
  • Funds reported $16.4B of BP stock for Q3 2014, down 17% quarter-over-quarter.
  • 52 funds opened new BP positions in Q3 2014 and 78 closed out, a net change of -26 holders.
  • The largest BP buyer in Q3 2014 was Bank of America, an estimated $342M added.
  • The largest BP seller in Q3 2014 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.