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BP
BP

Overview Fund Activity

1,002 hedge funds and large institutions have $8.36B invested in BP in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 399 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-150
Holders Change %
-13.02%
% of All Funds
22.13%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
86
Increased
385
Reduced
399
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$828M
2
Franklin Resources
Franklin Resources
California
+$279M
3
VH
ValueAct Holdings
California
+$67.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.2M
5
State Street
State Street
Massachusetts
+$28.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$111M
3
Sanders Capital
Sanders Capital
Florida
-$106M
4
CVA
Ceredex Value Advisors
Florida
-$102M
5
Ameriprise
Ameriprise
Minnesota
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
551
Altium Wealth Management
New York
$370K +$370K +15,167 New
Millennium Management
552
Millennium Management
New York
$367K -$67.4M -2,762,354 -99%
IR
553
IAT Reinsurance
New York
$366K – – –
RM
554
Resource Management
Louisiana
$364K -$29K -1,187 -7%
SRC
555
Sage Rhino Capital
California
$364K -$8.94K -366 -2%
FANJ
556
Financial Architects (New Jersey)
New Jersey
$363K -$12.1K -495 -3%
WG
557
Welch Group
Alabama
$361K +$12.7K +523 +4%
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$359K +$14.9K +609 +4%
SAMC
559
Spectrum Asset Management (California)
California
$359K +$65.1K +2,669 +22%
CC
560
Claybrook Capital
Massachusetts
$356K -$15K -616 -4%
IFWM
561
Institute for Wealth Management
Colorado
$353K -$2.22K -91 -0.6%
CFA
562
CWS Financial Advisors
Michigan
$352K -$4.86K -129 -1%
Koshinski Asset Management
563
Koshinski Asset Management
Illinois
$351K +$28.5K +1,167 +9%
CCA
564
Cobblestone Capital Advisors
New York
$351K +$351K +14,394 New
GIP
565
Greatmark Investment Partners
Georgia
$350K -$23K -943 -6%
CL
566
Choreo LLC
Illinois
$350K -$5.14K -211 -1%
Cerity Partners
567
Cerity Partners
New York
$349K -$73.5K -3,024 -17%
TD Asset Management
568
TD Asset Management
Ontario, Canada
$349K +$244 +10 +0.1%
SIA
569
Strategic Investment Advisors
Michigan
$349K +$35K +1,435 +11%
Lido Advisors
570
Lido Advisors
California
$348K -$549K -22,491 -61%
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$345K -$16.5K -679 -5%
RGC
572
Roberts, Glore & Co
Illinois
$345K – – –
WCA
573
Westover Capital Advisors
Delaware
$344K +$344K +14,107 New
GIA
574
GHP Investment Advisors
Colorado
$342K +$635 +26 +0.2%
FCCM
575
First City Capital Management
Georgia
$341K -$72.6K -2,980 -18%
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