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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
AAM
501
Azzad Asset Management
Virginia
$669K +$135K +3,418 +23%
EWM
502
Evercore Wealth Management
New York
$668K -$176K -4,450 -19%
ARMC
503
American Research & Management Company
Massachusetts
$667K -$9.94K -251 -1%
HC
504
HHG & Company
Connecticut
$660K
AGI
505
Athena Global Investors
Virginia
$659K
Chevy Chase Trust
506
Chevy Chase Trust
Maryland
$655K -$124K -3,126 -15%
CL
507
Choreo LLC
Illinois
$647K +$1.31K +33 +0.2%
NSIM
508
North Star Investment Management
Illinois
$646K -$33.7K -852 -5%
CCA
509
Catalyst Capital Advisors
New York
$637K +$547K +13,815 +353%
LA
510
Lynch & Associates
Indiana
$631K -$45.9K -1,159 -6%
WJA
511
Williams Jones & Associates
New York
$629K -$143K -3,607 -17%
SBWM
512
Sunflower Bank Wealth Management
Arizona
$629K
ANRIA
513
American National Registered Investment Advisor
Texas
$625K
HVIA
514
Hudson Valley Investment Advisors
New York
$623K +$175K +4,413 +34%
PC
515
Pecaut & Co
Iowa
$618K -$67.8K -1,712 -9%
WA
516
WealthTrust Axiom
Pennsylvania
$616K +$2.61K +66 +0.4%
BFO
517
Boston Family Office
Massachusetts
$616K +$3.01K +76 +0.4%
T
518
Thomaspartners
Massachusetts
$607K +$218K +5,516 +48%
NERM
519
New England Research & Management
Illinois
$602K +$383K +9,658 +136%
AUB
520
Atlantic Union Bankshares
Virginia
$599K -$4.83K -122 -0.7%
HIMCH
521
Hartford Investment Management Co (HIMCO)
Connecticut
$592K
ISL
522
Ingalls & Snyder LLC
New York
$592K
SCM
523
Schnieders Capital Management
California
$591K +$76.3K +1,926 +13%
FWP
524
FAS Wealth Partners
Kansas
$589K -$32.4K -818 -5%
TH
525
TCTC Holdings
Texas
$589K +$649K +16,380 New

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.