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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
FSC
551
Fiduciary Services Corp
Georgia
$654K +$92.1K +2,232 +17%
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$653K -$60.5K -1,467 -9%
VDI
553
Vaughan David Investments
Illinois
$649K -$22.6K -549 -4%
QIM
554
Quantitative Investment Management
Virginia
$648K +$620K +15,037 New
FSA
555
Financial Sense Advisors
California
$640K -$125K -3,038 -17%
VNB
556
Valley National Bancorp
New York
$639K +$98.3K +2,384 +19%
FMWA
557
Forvis Mazars Wealth Advisors
Missouri
$635K +$36.5K +884 +6%
GIM
558
Greenwich Investment Management
Connecticut
$633K
ACS
559
Archford Capital Strategies
Illinois
$631K
SCM
560
Schnieders Capital Management
California
$626K +$266K +6,449 +80%
NFG
561
Next Financial Group
Texas
$623K +$663K +16,079 New
GIA
562
GHP Investment Advisors
Colorado
$618K +$50.4K +1,222 +9%
CAM
563
CMT Asset Management
Illinois
$611K +$583K +14,127 New
JC
564
Jacobs & Co
California
$609K +$1.2K +29 +0.2%
WRM
565
Westport Resources Management
Connecticut
$608K +$16.6K +403 +3%
BFIM
566
Beese Fulmer Investment Management
Ohio
$606K
BAM
567
Burnham Asset Management
New York
$600K +$701 +17 +0.1%
CCM
568
Compton Capital Management
Rhode Island
$582K -$1.11K -27 -0.2%
FFH
569
Fairfax Financial Holdings
Ontario, Canada
$580K
AT
570
Arvest Trust
Oklahoma
$577K
OC
571
Oarsman Capital
Wisconsin
$575K +$12.9K +312 +2%
PAM
572
Premier Asset Management
Illinois
$574K
S
573
SignatureFD
Georgia
$574K +$9.28K +225 +2%
SBH
574
Segall Bryant & Hamill
Illinois
$569K -$299K -7,249 -35%
NSAM
575
North Star Asset Management
Wisconsin
$566K -$3.79K -92 -0.7%

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.