We are live on ! Find out more

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
FCCM
576
First City Capital Management
Georgia
$341K -$96.4K -2,980 -18%
HSA
577
HBK Sorce Advisory
Pennsylvania
$340K +$9.51K +294 +2%
LFA
578
Legacy Financial Advisors
Kentucky
$339K -$1.2K -37 -0.3%
KJWM
579
Kiley Juergens Wealth Management
Washington
$339K +$43.9K +1,358 +11%
FC
580
FCA Corp
Texas
$337K
FIB
581
First Interstate Bank
Montana
$337K
RPC
582
Rossmore Private Capital
Connecticut
$337K
NAS
583
Nicolet Advisory Services
Wisconsin
$334K -$49.8K -1,541 -10%
PTP
584
Platform Technology Partners
New York
$334K +$218K +6,744 +97%
IWC
585
Integrated Wealth Concepts
Massachusetts
$330K -$530K -16,377 -55%
WA
586
Wealth Alliance
New York
$330K -$209K -6,474 -32%
SAM
587
Seelaus Asset Management
New Jersey
$329K -$70K -2,164 -14%
FIM
588
Fruth Investment Management
Texas
$329K +$132K +4,072 +43%
KPCM
589
Kings Point Capital Management
New York
$325K -$27.7K -858 -6%
Verition Fund Management
590
Verition Fund Management
Connecticut
$324K -$29.1M -900,378 -99%
RC
591
Roundview Capital
New Jersey
$324K -$69.8K -2,159 -14%
TBA
592
Tower Bridge Advisors
Pennsylvania
$323K +$18.4K +568 +4%
IA
593
IFG Advisory
Georgia
$323K -$30.6K -946 -7%
BRG
594
Bay Rivers Group
Virginia
$322K
EHWM
595
Eads & Heald Wealth Management
Georgia
$321K -$121K -3,730 -22%
PGFC
596
Peapack-Gladstone Financial Corp
New Jersey
$320K +$20.9K +646 +5%
WAS
597
Wealth Advisory Solutions
Indiana
$320K +$56.6K +1,750 +15%
BIAS
598
Beacon Investment Advisory Services
New Jersey
$319K -$66.6K -2,061 -14%
CCP
599
Corient Capital Partners
California
$318K -$40.4K -1,248 -9%
CA
600
Callahan Advisors
Texas
$318K +$421K +13,034 New

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.