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900 hedge funds and large institutions have $19.8B invested in BP in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 345 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $869M | Put options by funds: $607M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3139 (+8)

15% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 300

9% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.59B)

1% more funds holding

Funds holding: 888900 (+12)

0.04% less ownership

Funds ownership: 5.47%5.43% (-0.04%)

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
25.86%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
1.12%
New
63
Increased
345
Reduced
300
Closed
47
Calls
$869M
Puts
$607M
Net Calls
+$262M
Net Calls Change
+$79.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
DLS Capital Management
Illinois
$816K -$66.6K -1,614 -8%
PC
502
Pecaut & Co
Iowa
$815K -$343K -8,313 -31%
ARMC
503
American Research & Management Company
Massachusetts
$812K -$25.2K -611 -3%
NSIM
504
North Star Investment Management
Illinois
$812K +$40.5K +983 +6%
DCM
505
Dynamic Capital Management
Jersey
$812K +$776K +18,824 New
LA
506
Lynch & Associates
Indiana
$807K +$41.7K +1,010 +6%
HC
507
HHG & Company
Connecticut
$792K -$36.2K -878 -5%
AGI
508
Athena Global Investors
Virginia
$791K
TD Asset Management
509
TD Asset Management
Ontario, Canada
$789K -$25.2K -611 -3%
AIM
510
Aspen Investment Management
Michigan
$788K -$907 -22 -0.1%
PAM
511
Palisade Asset Management
Minnesota
$786K
GCC
512
Guardian Capital (Canada)
Ontario, Canada
$785K -$710K -17,219 -49%
ADBIC
513
A.D. Beadell Investment Counsel
Wisconsin
$785K -$330 -8 -0%
CAM
514
Carret Asset Management
New York
$779K +$50.4K +1,222 +7%
SCCM
515
Schafer Cullen Capital Management
New York
$779K +$308K +7,470 +71%
CL
516
Choreo LLC
Illinois
$775K +$1.28K +31 +0.2%
SBWM
517
Sunflower Bank Wealth Management
Arizona
$755K
BHBT
518
Burke & Herbert Bank & Trust
Virginia
$750K -$20.4K -495 -3%
ANRIA
519
American National Registered Investment Advisor
Texas
$750K
CONA
520
Capital One National Association
New York
$743K +$47.7K +1,156 +7%
RW
521
Rand Wealth
Maryland
$742K -$37.8K -917 -5%
FWP
522
FAS Wealth Partners
Kansas
$742K -$7.88K -191 -1%
PIM
523
Penobscot Investment Management
Massachusetts
$741K +$25.2K +611 +4%
BFO
524
Boston Family Office
Massachusetts
$737K -$2.48K -60 -0.4%
WA
525
WealthTrust Axiom
Pennsylvania
$736K -$50.4K -1,223 -7%

BP Hedge Fund Activity: Q2 2014 in Review

900 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2014, worth a combined $19.8B — up 8.7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BP positions and 47 closed out — a net gain of 16 holders — while 345 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $223M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $168M sold.

  • 900 institutional investors held BP (BP) as of Q2 2014, up from 888 in Q1 2014.
  • Funds reported $19.8B of BP stock for Q2 2014, up 8.7% quarter-over-quarter.
  • 63 funds opened new BP positions in Q2 2014 and 47 closed out, a net change of +16 holders.
  • The largest BP buyer in Q2 2014 was Ameriprise, an estimated $223M added.
  • The largest BP seller in Q2 2014 was Veritas Asset Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2014.