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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
GJIC
551
Gamble Jones Investment Counsel
California
$537K -$251K -6,333 -30%
NFG
552
Next Financial Group
Texas
$532K -$50.2K -1,268 -8%
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$529K
FSC
554
Fiduciary Services Corp
Georgia
$528K -$18.2K -460 -3%
GIM
555
Greenwich Investment Management
Connecticut
$527K
WRM
556
Westport Resources Management
Connecticut
$525K +$20.8K +524 +4%
KA
557
Kovack Advisors
Florida
$525K +$166K +4,188 +40%
CONA
558
Capital One National Association
New York
$524K -$105K -2,661 -15%
ABTD
559
Arvest Bank Trust Division
Oklahoma
$518K +$571K +14,415 New
KFS
560
KMS Financial Services
Washington
$516K +$104K +2,620 +22%
CSS
561
Cubist Systematic Strategies
Connecticut
$510K +$140K +3,530 +33%
DDPIC
562
Deroy & Devereaux Private Investment Counsel
Michigan
$509K -$60.7K -1,533 -10%
BFIM
563
Beese Fulmer Investment Management
Ohio
$505K
PSI
564
Pinnacle Summer Investments
Virginia
$504K +$59.2K +1,494 +12%
HR
565
Howe & Rusling
New York
$503K +$225K +5,686 +69%
FSA
566
Financial Sense Advisors
California
$500K -$37.2K -940 -6%
FHA
567
First Horizon Advisors
Tennessee
$499K +$20.4K +515 +4%
OC
568
Oarsman Capital
Wisconsin
$497K +$19.1K +483 +4%
CAM
569
Chou Associates Management
Ontario, Canada
$493K
FIM
570
Fruth Investment Management
Texas
$488K +$33.9K +856 +7%
FFH
571
Fairfax Financial Holdings
Ontario, Canada
$483K
GLA
572
Great Lakes Advisors
Illinois
$483K +$60.9K +1,537 +13%
1SB
573
1ST Source Bank
Indiana
$483K +$69.7K +1,759 +15%
PAMG
574
Patton Albertson Miller Group
Tennessee
$480K -$235K -5,925 -31%
TNBTD
575
Trustmark National Bank Trust Department
Mississippi
$480K +$25.1K +634 +5%

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.