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866 hedge funds and large institutions have $16.4B invested in BP in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 379 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 259

0.05% more ownership

Funds ownership: 5.43%5.47% (+0.05%)

4% less funds holding

Funds holding: 900866 (-34)

12% less call options, than puts

Call options by funds: $706M | Put options by funds: $803M

17% less capital invested

Capital invested by funds: $19.8B → $16.4B (-$3.46B)

33% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 78

41% less funds holding in top 10

Funds holding in top 10: 3923 (-16)

Holders
866
Holders Change
-34
Holders Change %
-3.78%
% of All Funds
25.12%
Holding in Top 10
23
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-41.03%
% of All Funds
0.67%
New
52
Increased
379
Reduced
259
Closed
78
Calls
$706M
Puts
$803M
Net Calls
-$97.4M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
McKinley Capital Management
Alaska
$426K -$3.01K -76 -0.6%
MCM
602
Manchester Capital Management
Vermont
$426K +$175K +4,427 +60%
Jones Financial Companies
603
Jones Financial Companies
Missouri
$424K +$29.6K +747 +7%
TIC
604
Trees Investment Counsel
Illinois
$420K
JFGIW
605
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$420K +$50.4K +1,272 +12%
BFA
606
BlackRock Fund Advisors
California
$419K -$30.4K -767 -6%
WAM
607
Winslow Asset Management
Ohio
$419K
BPC
608
Banque Pictet & Cie
Switzerland
$418K
JWA
609
JFS Wealth Advisors
Pennsylvania
$409K +$844K +21,318 +251%
HHGA
610
Halbert Hargrove Global Advisors
California
$403K +$444K +11,197 New
HCM
611
Harvest Capital Management
New Hampshire
$401K
BIM
612
Bridges Investment Management
Nebraska
$399K +$17.4K +440 +4%
ACP
613
Ashfield Capital Partners
California
$397K
BCM
614
Buckhead Capital Management
Georgia
$397K
PHAM
615
Palisades Hudson Asset Management
Florida
$396K
LW
616
Linscomb Wealth
Texas
$396K +$34.1K +862 +8%
CWM
617
CIBC World Markets
New York
$395K -$721K -18,213 -62%
WFMPM
618
Woodley Farra Manion Portfolio Management
Indiana
$392K
OL
619
Orbitronix LP
California
$389K -$4.02M -101,368 -90%
HTC
620
Haverford Trust Company
Pennsylvania
$386K -$1.94K -49 -0.5%
OIA
621
Optimum Investment Advisors
Illinois
$377K -$19.4K -489 -4%
GCAC
622
Guardian Capital Advisors (Canada)
Ontario, Canada
$376K +$60.5K +1,528 +19%
SWK
623
Stephen W. Kidder
$371K +$408K +10,307 New
AIM
624
Aspen Investment Management
Michigan
$370K -$315K -7,965 -44%
NIM
625
Northeast Investment Management
Massachusetts
$370K -$23.6K -595 -5%

BP Hedge Fund Activity: Q3 2014 in Review

866 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2014, worth a combined $16.4B — down 17% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of BP and 52 opened new positions — a net loss of 26 holders — while 259 trimmed existing stakes and 379 added.

The largest buyer was Bank of America, adding an estimated $342M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 866 institutional investors held BP (BP) as of Q3 2014, down from 900 in Q2 2014.
  • Funds reported $16.4B of BP stock for Q3 2014, down 17% quarter-over-quarter.
  • 52 funds opened new BP positions in Q3 2014 and 78 closed out, a net change of -26 holders.
  • The largest BP buyer in Q3 2014 was Bank of America, an estimated $342M added.
  • The largest BP seller in Q3 2014 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.