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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
501
Williams Jones Wealth Management
New York
$484K -$1.33K -41 -0.2%
ECG
502
EPIQ Capital Group
California
$482K +$639K +19,760 New
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$480K +$2.65K +82 +0.4%
FIM
504
Frontier Investment Management
Texas
$479K +$215K +6,657 +51%
HIMC
505
Heritage Investors Management Corp
Maryland
$475K
EP
506
Eudaimonia Partners
Tennessee
$475K +$44.4K +1,373 +8%
PAM
507
PVG Asset Management
Colorado
$474K -$245K -7,566 -28%
RMC
508
Resources Management Corp
Connecticut
$462K -$124K -3,845 -17%
APA
509
American Portfolios Advisors
New York
$461K -$113K -3,494 -16%
FFBTD
510
First Financial Bank - Trust Division
Ohio
$460K -$32.8K -1,013 -5%
RWA
511
Ropes Wealth Advisors
Massachusetts
$458K -$207K -6,400 -25%
DBIA
512
Dumont & Blake Investment Advisors
New Jersey
$451K
ET
513
Equitable Trust
Tennessee
$447K +$4.98K +154 +0.8%
TGAM
514
TBH Global Asset Management
Tennessee
$447K +$40.4K +1,250 +7%
YMRC
515
Yorktown Management & Research Company
Virginia
$446K -$297K -9,200 -33%
BB
516
Busey Bank
Illinois
$442K -$3.33K -103 -0.6%
BS
517
Boenning & Scattergood
Pennsylvania
$440K -$23.1K -715 -4%
CAI
518
Capital Advisors Inc
Oklahoma
$438K -$30.7M -948,153 -98%
HIM
519
Hotaling Investment Management
Pennsylvania
$436K -$103K -3,195 -15%
HA
520
HYA Advisors
Missouri
$435K +$1.13K +35 +0.2%
CA
521
Clearstead Advisors
Ohio
$435K +$207K +6,408 +56%
ARMT
522
Amica Retiree Medical Trust
Rhode Island
$435K +$273K +8,443 +90%
WGA
523
Weather Gauge Advisory
Virginia
$433K -$4.85K -150 -0.8%
ECG
524
Edge Capital Group
Georgia
$431K -$4.51M -139,510 -89%
KS
525
Karpas Strategies
Connecticut
$428K -$13.3K -410 -2%

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.