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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
MA
526
Montag & Associates
Georgia
$588K
RW
527
Rand Wealth
Maryland
$581K -$40.1K -1,012 -6%
PIM
528
Penobscot Investment Management
Massachusetts
$580K -$41.4K -1,046 -6%
NPA
529
Nichols & Pratt Advisers
Massachusetts
$580K -$24.2K -611 -4%
KPCM
530
Kings Point Capital Management
New York
$577K
KFA
531
Kelleher Financial Advisors
New York
$572K +$118K +2,983 +23%
ST
532
Smithfield Trust
Pennsylvania
$571K -$240K -6,050 -28%
BAM
533
Burnham Asset Management
New York
$571K +$78.8K +1,990 +14%
RMCM
534
Reynders McVeigh Capital Management
Massachusetts
$569K -$7.92K -200 -1%
LCM
535
Logan Capital Management
Pennsylvania
$565K
CCM
536
Cohen Capital Management
California
$564K
CG
537
Colony Group
Massachusetts
$563K +$407K +10,278 +191%
CL
538
CPWM LLC
Washington
$561K +$158 +4 +0%
AAM
539
AR Asset Management
California
$556K
BRWM
540
B. Riley Wealth Management
Tennessee
$555K +$221K +5,592 +57%
BHBT
541
Burke & Herbert Bank & Trust
Virginia
$554K -$77.5K -1,956 -11%
WI
542
Wedgewood Investors
Pennsylvania
$552K
BOTW
543
Bank of the West
California
$550K
LIM
544
Leavell Investment Management
Alabama
$550K +$146K +3,693 +32%
VNB
545
Valley National Bancorp
New York
$548K +$16.9K +427 +3%
SAS
546
Spectrum Advisory Services
Georgia
$547K
SIC
547
Salem Investment Counselors
North Carolina
$543K -$14.5K -367 -2%
BAC
548
Boys Arnold & Co
North Carolina
$541K -$239K -6,024 -29%
VDI
549
Vaughan David Investments
Illinois
$541K
FNFDCM
550
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$540K -$9.7K -245 -2%

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.