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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
NPA
501
Nichols & Pratt Advisers
Massachusetts
$697K +$699K +17,720 New
LA
502
Lynch & Associates
Indiana
$696K +$118K +2,998 +20%
TH
503
TCTC Holdings
Texas
$692K
BC
504
Burney Company
Virginia
$690K -$80.9K -2,052 -10%
SBWM
505
Sunflower Bank Wealth Management
Arizona
$688K
ANRIA
506
American National Registered Investment Advisor
Texas
$684K
FWP
507
FAS Wealth Partners
Kansas
$684K +$192K +4,861 +39%
SGH
508
Schonfeld Group Holdings
New York
$683K +$685K +17,368 New
LIA
509
LS Investment Advisors
Michigan
$676K -$14.9K -378 -2%
BFO
510
Boston Family Office
Massachusetts
$674K
GRQ
511
Gardner Russo & Quinn
Pennsylvania
$671K -$422K -10,705 -39%
SSG
512
Summit Securities Group
New York
$664K -$1.62M -41,200 -71%
CAM
513
Carret Asset Management
New York
$662K +$86K +2,182 +15%
DD
514
Dominick & Dominick
New York
$657K +$211K +5,343 +47%
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$653K -$2.56K -65 -0.4%
PIM
516
Penobscot Investment Management
Massachusetts
$652K
JFL
517
Jarislowsky, Fraser Ltd
Quebec, Canada
$649K -$330K -8,365 -34%
ISL
518
Ingalls & Snyder LLC
New York
$647K
KIG
519
Kovitz Investment Group
Illinois
$646K +$66.2K +1,678 +10%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$645K +$66.3K +1,681 +11%
MA
521
Montag & Associates
Georgia
$643K -$193K -4,890 -23%
WKA
522
Wilson Kemp & Associates
Michigan
$639K -$424K -10,756 -40%
CONA
523
Capital One National Association
New York
$633K -$10.8K -274 -2%
KPCM
524
Kings Point Capital Management
New York
$632K
HIC
525
Harvey Investment Company
Kentucky
$628K +$25.4K +645 +4%

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.