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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 %
HSA
576
HBK Sorce Advisory
Pennsylvania
$340K +$7.16K +294 +2%
LFA
577
Legacy Financial Advisors
Kentucky
$339K -$879 -37 -0.3%
KJWM
578
Kiley Juergens Wealth Management
Washington
$339K +$33K +1,358 +11%
RPC
579
Rossmore Private Capital
Connecticut
$337K – – –
FIB
580
First Interstate Bank
Montana
$337K – – –
FC
581
FCA Corp
Texas
$337K – – –
NAS
582
Nicolet Advisory Services
Wisconsin
$334K -$37.6K -1,541 -10%
PTP
583
Platform Technology Partners
New York
$334K +$164K +6,744 +97%
IWC
584
Integrated Wealth Concepts
Massachusetts
$330K -$400K -16,377 -55%
WA
585
Wealth Alliance
New York
$330K -$158K -6,474 -32%
SAM
586
Seelaus Asset Management
New Jersey
$329K -$52.8K -2,164 -14%
FIM
587
Fruth Investment Management
Texas
$329K +$99.3K +4,072 +43%
KPCM
588
Kings Point Capital Management
New York
$325K -$20.9K -858 -6%
Verition Fund Management
589
Verition Fund Management
Connecticut
$324K -$22M -900,378 -99%
RC
590
Roundview Capital
New Jersey
$324K -$52.7K -2,159 -14%
TBA
591
Tower Bridge Advisors
Pennsylvania
$323K +$13.9K +568 +4%
IA
592
IFG Advisory
Georgia
$323K -$23K -946 -7%
BRG
593
Bay Rivers Group
Virginia
$322K – – –
EHWM
594
Eads & Heald Wealth Management
Georgia
$321K -$91K -3,730 -22%
PGFC
595
Peapack-Gladstone Financial Corp
New Jersey
$320K +$15.8K +646 +5%
WAS
596
Wealth Advisory Solutions
Indiana
$320K +$42.7K +1,750 +15%
BIAS
597
Beacon Investment Advisory Services
New Jersey
$319K -$50.3K -2,061 -14%
CCP
598
Corient Capital Partners
California
$318K -$30.5K -1,248 -9%
CA
599
Callahan Advisors
Texas
$318K +$318K +13,034 New
FFN
600
Focus Financial Network
Minnesota
$316K -$3.88K -159 -1%
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