We are live on ! Find out more

866 hedge funds and large institutions have $19.4B invested in BP in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 291 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 51

36% more call options, than puts

Call options by funds: $654M | Put options by funds: $480M

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.98B)

11% more funds holding

Funds holding: 779866 (+87)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

0.21% less ownership

Funds ownership: 5.7%5.48% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 293

Holders
866
Holders Change
+87
Holders Change %
+11.17%
% of All Funds
25.13%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.96%
New
148
Increased
291
Reduced
293
Closed
51
Calls
$654M
Puts
$480M
Net Calls
+$175M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
576
Bartlett & Co
Ohio
$459K
BPC
577
Banque Pictet & Cie
Switzerland
$458K +$429K +11,520 New
HHGA
578
Halbert Hargrove Global Advisors
California
$455K +$426K +11,444 New
DD
579
Dominick & Dominick
New York
$452K -$69.5K -1,867 -14%
TCOO
580
Trust Company of Oklahoma
Oklahoma
$451K
RT
581
Reliance Trust
Georgia
$448K -$83.7K -2,249 -17%
Jones Financial Companies
582
Jones Financial Companies
Missouri
$446K +$20.7K +557 +5%
RIM
583
Regent Investment Management
Kentucky
$445K -$21.8K -585 -5%
WAM
584
Winslow Asset Management
Ohio
$443K -$19.2K -516 -4%
HCM
585
Harvest Capital Management
New Hampshire
$443K
ACP
586
Ashfield Capital Partners
California
$439K +$1.82K +49 +0.4%
PHAM
587
Palisades Hudson Asset Management
Florida
$438K
BIM
588
Bridges Investment Management
Nebraska
$438K +$27.3K +734 +7%
T
589
Thomaspartners
Massachusetts
$437K -$1.27K -34 -0.3%
PTB
590
Pioneer Trust Bank
Oregon
$436K -$60.4K -1,621 -13%
NIM
591
Northeast Investment Management
Massachusetts
$433K
FNT
592
First National Trust
Pennsylvania
$428K +$2.31K +62 +0.6%
ZIM
593
Zacks Investment Management
Illinois
$428K +$14.7K +395 +4%
KIA
594
KCM Investment Advisors
California
$428K +$400K +10,752 New
ACM
595
Aviance Capital Management
Florida
$425K +$6.25K +168 +2%
RMDI
596
R.M. Davis Inc
Maine
$421K +$27.3K +733 +7%
BCM
597
Buckhead Capital Management
Georgia
$419K -$8.23K -221 -2%
PWLP
598
Prio Wealth Limited Partnership
Massachusetts
$417K +$24.1K +646 +7%
VST
599
Van Strum & Towne
California
$412K -$39.7K -1,067 -9%
WC
600
Whitnell & Co
Illinois
$410K -$241K -6,470 -39%

BP Hedge Fund Activity: Q4 2013 in Review

866 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2013, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BP positions and 51 closed out — a net gain of 97 holders — while 291 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $245M sold.

  • 866 institutional investors held BP (BP) as of Q4 2013, up from 779 in Q3 2013.
  • Funds reported $19.4B of BP stock for Q4 2013, up 11% quarter-over-quarter.
  • 148 funds opened new BP positions in Q4 2013 and 51 closed out, a net change of +97 holders.
  • The largest BP buyer in Q4 2013 was Wellington Management Group, an estimated $112M added.
  • The largest BP seller in Q4 2013 was Arrowstreet Capital, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2013.