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900 hedge funds and large institutions have $19.8B invested in BP in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 345 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $869M | Put options by funds: $607M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3139 (+8)

15% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 300

9% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.59B)

1% more funds holding

Funds holding: 888900 (+12)

0.04% less ownership

Funds ownership: 5.47%5.43% (-0.04%)

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
25.86%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
1.12%
New
63
Increased
345
Reduced
300
Closed
47
Calls
$869M
Puts
$607M
Net Calls
+$262M
Net Calls Change
+$79.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
601
Prospera Financial Services
Texas
$519K +$496K +12,037 New
TCOO
602
Trust Company of Oklahoma
Oklahoma
$517K
MCM
603
McKinley Capital Management
Alaska
$515K -$159K -3,861 -24%
GLA
604
Great Lakes Advisors
Illinois
$514K +$204K +4,948 +71%
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K
KFS
606
KMS Financial Services
Washington
$506K +$9.73K +236 +2%
1SB
607
1ST Source Bank
Indiana
$504K -$108K -2,610 -18%
TIC
608
Trees Investment Counsel
Illinois
$504K
WAM
609
Winslow Asset Management
Ohio
$503K -$289 -7 -0.1%
BPC
610
Banque Pictet & Cie
Switzerland
$501K +$4.21K +102 +0.9%
LIM
611
Leavell Investment Management
Alabama
$501K +$479K +11,615 New
LWI
612
Long Wharf Investors
Massachusetts
$495K -$25.6K -621 -5%
RMAM
613
Raab & Moskowitz Asset Management
New Jersey
$494K +$473K +11,458 New
RCAG
614
Rehmann Capital Advisory Group
Michigan
$493K -$4.66K -113 -1%
T
615
Thomaspartners
Massachusetts
$491K +$50.7K +1,229 +12%
HCM
616
Hollencrest Capital Management
California
$488K +$224K +5,438 +92%
CWM
617
Concert Wealth Management
California
$485K -$31.8K -770 -6%
HCM
618
Harvest Capital Management
New Hampshire
$481K
CCA
619
Checchi Capital Advisers
California
$481K +$95K +2,303 +26%
OIA
620
Optimum Investment Advisors
Illinois
$479K +$229K +5,553 +100%
ZIM
621
Zacks Investment Management
Illinois
$478K +$37.2K +901 +9%
ACP
622
Ashfield Capital Partners
California
$477K
Jones Financial Companies
623
Jones Financial Companies
Missouri
$476K -$39.8K -965 -8%
BCM
624
Buckhead Capital Management
Georgia
$476K +$20.7K +502 +5%
PHAM
625
Palisades Hudson Asset Management
Florida
$475K

BP Hedge Fund Activity: Q2 2014 in Review

900 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2014, worth a combined $19.8B — up 8.7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BP positions and 47 closed out — a net gain of 16 holders — while 345 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $223M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $168M sold.

  • 900 institutional investors held BP (BP) as of Q2 2014, up from 888 in Q1 2014.
  • Funds reported $19.8B of BP stock for Q2 2014, up 8.7% quarter-over-quarter.
  • 63 funds opened new BP positions in Q2 2014 and 47 closed out, a net change of +16 holders.
  • The largest BP buyer in Q2 2014 was Ameriprise, an estimated $223M added.
  • The largest BP seller in Q2 2014 was Veritas Asset Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2014.