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1,079 hedge funds and large institutions have $13.7B invested in BP in 2019 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 288 increasing their positions, 698 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $665M | Put options by funds: $511M

0.06% less ownership

Funds ownership: 1.83%1.77% (-0.06%)

7% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,0971,079 (-18)

10% less capital invested

Capital invested by funds: $15.3B → $13.7B (-$1.57B)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

59% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 698

Holders
1,079
Holders Change
-18
Holders Change %
-1.64%
% of All Funds
23.66%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
90
Increased
288
Reduced
698
Closed
97
Calls
$665M
Puts
$511M
Net Calls
+$154M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
576
TD Asset Management
Ontario, Canada
$629K -$515K -13,505 -48%
ETI
577
Enterprise Trust & Investment
California
$625K -$8.81K -231 -1%
FANJ
578
Financial Architects (New Jersey)
New Jersey
$624K -$35.9K -940 -5%
IFWM
579
Institute for Wealth Management
Colorado
$615K -$61.2K -1,603 -9%
PAWC
580
P.A.W. Capital
Connecticut
$608K -$10.3K -270 -2%
PSUF
581
People's United Financial
Connecticut
$606K -$58K -1,521 -9%
CA
582
Calton & Associates
Florida
$603K -$14.1K -369 -2%
RC
583
Roundview Capital
New Jersey
$600K -$26.1K -683 -4%
IRC
584
Investors Research Corp
Georgia
$594K +$270K +7,083 +83%
CPSAC
585
Chas P. Smith & Associates (CPS)
Florida
$591K -$10K -262 -2%
BWM
586
BigSur Wealth Management
Florida
$589K -$10K -262 -2%
CM
587
CoreCommodity Management
Connecticut
$587K -$18.2K -476 -3%
NAS
588
Nicolet Advisory Services
Wisconsin
$581K +$51.6K +1,352 +10%
CC
589
Claybrook Capital
Massachusetts
$578K -$9.81K -257 -2%
PTC
590
Private Trust Company
Ohio
$570K -$31.2K -819 -5%
IR
591
IAT Reinsurance
New York
$570K -$9.65K -253 -2%
RPC
592
Rossmore Private Capital
Connecticut
$566K -$9.58K -251 -2%
HR
593
Hayden Royal
North Carolina
$566K +$118K +3,092 +26%
BCP
594
Blue Chip Partners
Michigan
$563K +$109K +2,854 +24%
RCA
595
Reitz Capital Advisors
Michigan
$559K +$200K +5,231 +55%
CL
596
Choreo LLC
Illinois
$554K -$173K -4,532 -24%
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$553K -$9.35K -245 -2%
KCM
598
Kanawha Capital Management
Virginia
$549K -$17.7K -463 -3%
MSAM
599
Moloney Securities Asset Management
Missouri
$549K -$12K -315 -2%
KPCM
600
Kings Point Capital Management
New York
$549K -$5.42K -142 -1%

BP Hedge Fund Activity: Q3 2019 in Review

1,079 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2019, worth a combined $13.7B — down 10% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of BP and 90 opened new positions — a net loss of 7 holders — while 698 trimmed existing stakes and 288 added.

The largest buyer was Renaissance Technologies, adding an estimated $203M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $632M.

  • 1,079 institutional investors held BP (BP) as of Q3 2019, down from 1,097 in Q2 2019.
  • Funds reported $13.7B of BP stock for Q3 2019, down 10% quarter-over-quarter.
  • 90 funds opened new BP positions in Q3 2019 and 97 closed out, a net change of -7 holders.
  • The largest BP buyer in Q3 2019 was Renaissance Technologies, an estimated $203M added.
  • The largest BP seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $632M sold.

Based on aggregated 13F filings for Q3 2019.