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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
HR
626
Hayden Royal
North Carolina
$293K +$9.47K +293 +3%
WIA
627
Wealthstreet Investment Advisors
Texas
$292K -$240K -7,432 -38%
FPCP
628
Fort Point Capital Partners
California
$291K +$21.5K +664 +6%
NB
629
NBT Bank
New York
$290K +$32.3K +1,000 +9%
LSAG
630
Lake Street Advisors Group
New Hampshire
$289K +$36.9K +1,141 +11%
PCS
631
Personal CFO Solutions
New Jersey
$289K +$162K +5,023 +73%
UAS
632
United Asset Strategies
New York
$288K +$1.62K +50 +0.4%
MCA
633
Magnolia Capital Advisors
Mississippi
$288K +$175K +5,426 +85%
RHBC
634
R.H. Bluestein & Co
Michigan
$287K -$341K -10,550 -47%
LIA
635
LS Investment Advisors
Michigan
$287K -$10.3K -318 -3%
OIA
636
OneDigital Investment Advisors
Kansas
$287K +$40K +1,237 +12%
BWP
637
BSW Wealth Partners
Colorado
$287K +$381K +11,768 New
IWP
638
Icon Wealth Partners
Texas
$282K -$29.9K -926 -7%
DSC
639
Duncker Streett & Co
Missouri
$282K -$24.3K -750 -6%
WA
640
WealthTrust Axiom
Pennsylvania
$281K -$20.2K -626 -5%
ST
641
Smithfield Trust
Pennsylvania
$281K -$1.36K -42 -0.4%
PL
642
Plancorp LLC
Missouri
$278K +$2.1K +65 +0.6%
BBI
643
Baxter Bros Inc
Connecticut
$277K -$54.4K -1,681 -13%
AMG
644
Advisors Management Group
Wisconsin
$276K +$15.1K +468 +4%
AIC
645
Ameritas Investment Company
Nebraska
$276K +$104K +3,223 +40%
FLPIM
646
F.L. Putnam Investment Management
Massachusetts
$276K +$146K +4,517 +67%
Chevy Chase Trust
647
Chevy Chase Trust
Maryland
$275K +$9.38K +290 +3%
CAM
648
Carret Asset Management
New York
$275K +$33.2K +1,027 +10%
IIC
649
Integrated Investment Consultants
Michigan
$275K +$125K +3,867 +52%
SC
650
Savant Capital
Illinois
$273K +$137K +4,244 +61%

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.