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963 hedge funds and large institutions have $8.09B invested in BP in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more call options, than puts

Call options by funds: $735M | Put options by funds: $618M

5% more capital invested

Capital invested by funds: $7.69B → $8.09B (+$394M)

10% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 332

0.04% more ownership

Funds ownership: 1.44%1.48% (+0.04%)

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 980963 (-17)

Holders
963
Holders Change
-17
Holders Change %
-1.73%
% of All Funds
16.86%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
78
Increased
364
Reduced
332
Closed
80
Calls
$735M
Puts
$618M
Net Calls
+$118M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
601
Wealth Advisors of Iowa
Iowa
$301K +$45.2K +1,803 +20%
QP
602
Quilter Plc
United Kingdom
$300K -$7.62K -304 -3%
FSG
603
Financial Strategies Group
Michigan
$300K
MSAM
604
Moloney Securities Asset Management
Missouri
$296K -$25K -996 -8%
AMG
605
Advisors Management Group
Wisconsin
$296K +$726 +29 +0.3%
PSP
606
Principal Street Partners
Tennessee
$296K +$271K +10,815 New
Prudential Financial
607
Prudential Financial
New Jersey
$293K +$20.7K +825 +8%
PGAM
608
Princeton Global Asset Management
New Jersey
$290K
EAM
609
Eagle Asset Management
Florida
$290K +$23.4K +933 +10%
AHC
610
Adell Harriman & Carpenter
Texas
$289K +$55.1K +2,200 +26%
LSAG
611
Lake Street Advisors Group
New Hampshire
$288K +$264K +10,529 New
OFG
612
Oxford Financial Group
Indiana
$287K +$777 +31 +0.3%
RG
613
Retirement Group
California
$287K +$225K +9,000 +104%
SIC
614
Sigma Investment Counselors
Michigan
$283K +$259K +10,351 New
Bank of Nova Scotia
615
Bank of Nova Scotia
Ontario, Canada
$282K -$12K -480 -4%
1WA
616
180 Wealth Advisors
Washington
$280K +$1.83K +73 +0.8%
WGA
617
Weather Gauge Advisory
Virginia
$279K -$13.8K -550 -5%
HA
618
Herold Advisors
New York
$279K +$257K +10,242 New
MGIA
619
Moneta Group Investment Advisors
Missouri
$278K -$59K -2,356 -19%
CCT
620
Country Club Trust
Missouri
$278K -$3.08K -123 -1%
CL
621
Choreo LLC
Illinois
$277K
AWM
622
Accel Wealth Management
Iowa
$277K +$75 +3 +0%
EB
623
Eastern Bank
Massachusetts
$273K -$26.5K -1,058 -10%
NAM
624
NTV Asset Management
West Virginia
$272K +$5.01K +200 +2%
VLC
625
Van Leeuwen & Company
New Jersey
$270K

BP Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2021, worth a combined $8.09B — up 5.1% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BP and 78 opened new positions — a net loss of 2 holders — while 332 trimmed existing stakes and 364 added.

The largest buyer was Bank of Montreal, adding an estimated $245M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $150M sold.

  • 963 institutional investors held BP (BP) as of Q3 2021, down from 980 in Q2 2021.
  • Funds reported $8.09B of BP stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 78 funds opened new BP positions in Q3 2021 and 80 closed out, a net change of -2 holders.
  • The largest BP buyer in Q3 2021 was Bank of Montreal, an estimated $245M added.
  • The largest BP seller in Q3 2021 was T. Rowe Price Associates, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2021.