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866 hedge funds and large institutions have $19.4B invested in BP in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 291 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 51

36% more call options, than puts

Call options by funds: $654M | Put options by funds: $480M

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.98B)

11% more funds holding

Funds holding: 779866 (+87)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

0.21% less ownership

Funds ownership: 5.7%5.48% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 293

Holders
866
Holders Change
+87
Holders Change %
+11.17%
% of All Funds
25.13%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.96%
New
148
Increased
291
Reduced
293
Closed
51
Calls
$654M
Puts
$480M
Net Calls
+$175M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
G
526
GlobalBridge
Minnesota
$609K +$570K +15,308 New
HIC
527
Harvey Investment Company
Kentucky
$608K
CL
528
CPWM LLC
Washington
$607K -$11.7K -313 -2%
BFEC
529
Benjamin F. Edwards & Company
Missouri
$585K -$41K -1,101 -7%
LA
530
Lynch & Associates
Indiana
$584K +$329K +8,833 +151%
CAM
531
Carret Asset Management
New York
$582K -$29.2K -783 -5%
WA
532
WealthTrust Axiom
Pennsylvania
$579K +$275K +7,390 +103%
SGAM
533
Steinberg Global Asset Management
Florida
$575K -$8.97K -241 -2%
BAM
534
Burnham Asset Management
New York
$571K -$12.5K -337 -2%
BOTW
535
Bank of the West
California
$566K -$7.56K -203 -1%
JC
536
Jacobs & Co
California
$560K
BFIM
537
Beese Fulmer Investment Management
Ohio
$558K
ISB
538
Iowa State Bank
Iowa
$554K +$163K +4,389 +46%
HTC
539
Haverford Trust Company
Pennsylvania
$552K -$100K -2,685 -16%
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$550K +$13.7K +367 +3%
TT
541
Tower Trust
Indiana
$548K
WRM
542
Westport Resources Management
Connecticut
$547K
CCM
543
Compton Capital Management
Rhode Island
$544K -$126K -3,396 -20%
LJAC
544
L.J. Altfest & Co
New York
$543K +$508K +13,651 New
BEAM
545
Baker Ellis Asset Management
Washington
$540K +$9.09K +244 +2%
WFMPM
546
Woodley Farra Manion Portfolio Management
Indiana
$537K
NSAM
547
North Star Asset Management
Wisconsin
$535K -$47.2K -1,267 -9%
PAM
548
Premier Asset Management
Illinois
$529K +$496K +13,326 New
FSC
549
Fiduciary Services Corp
Georgia
$526K -$29.8K -801 -6%
GIA
550
GHP Investment Advisors
Colorado
$526K +$37 +1 +0%

BP Hedge Fund Activity: Q4 2013 in Review

866 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2013, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BP positions and 51 closed out — a net gain of 97 holders — while 291 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $245M sold.

  • 866 institutional investors held BP (BP) as of Q4 2013, up from 779 in Q3 2013.
  • Funds reported $19.4B of BP stock for Q4 2013, up 11% quarter-over-quarter.
  • 148 funds opened new BP positions in Q4 2013 and 51 closed out, a net change of +97 holders.
  • The largest BP buyer in Q4 2013 was Wellington Management Group, an estimated $112M added.
  • The largest BP seller in Q4 2013 was Arrowstreet Capital, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2013.