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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
DAM
551
Deltec Asset Management
New York
$371K
AWM
552
Altium Wealth Management
New York
$370K +$490K +15,167 New
Millennium Management
553
Millennium Management
New York
$367K -$89.3M -2,762,354 -99%
IR
554
IAT Reinsurance
New York
$366K
RM
555
Resource Management
Louisiana
$364K -$38.4K -1,187 -7%
SRC
556
Sage Rhino Capital
California
$364K -$11.8K -366 -2%
FANJ
557
Financial Architects (New Jersey)
New Jersey
$363K -$16K -495 -3%
WG
558
Welch Group
Alabama
$361K +$16.9K +523 +4%
LWCFA
559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$359K +$19.7K +609 +4%
SAMC
560
Spectrum Asset Management (California)
California
$359K +$86.3K +2,669 +22%
CC
561
Claybrook Capital
Massachusetts
$356K -$19.9K -616 -4%
IFWM
562
Institute for Wealth Management
Colorado
$353K -$2.94K -91 -0.6%
CFA
563
CWS Financial Advisors
Michigan
$352K -$4.17K -129 -1%
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$351K +$37.7K +1,167 +9%
CCA
565
Cobblestone Capital Advisors
New York
$351K +$465K +14,394 New
GIP
566
Greatmark Investment Partners
Georgia
$350K -$30.5K -943 -6%
CL
567
Choreo LLC
Illinois
$350K -$6.82K -211 -1%
Cerity Partners
568
Cerity Partners
New York
$349K -$97.8K -3,024 -17%
TD Asset Management
569
TD Asset Management
Ontario, Canada
$349K +$323 +10 +0.1%
SIA
570
Strategic Investment Advisors
Michigan
$349K +$46.4K +1,435 +11%
Lido Advisors
571
Lido Advisors
California
$348K -$727K -22,491 -61%
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$345K -$22K -679 -5%
RGC
573
Roberts, Glore & Co
Illinois
$345K
WCA
574
Westover Capital Advisors
Delaware
$344K +$456K +14,107 New
GIA
575
GHP Investment Advisors
Colorado
$342K +$841 +26 +0.2%

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.