1,177 hedge funds and large institutions have $12B invested in BP in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 380 increasing their positions, 431 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+46
Holders Change %
+4.07%
% of All Funds
17.25%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
161
Increased
380
Reduced
431
Closed
93
Calls
$982M
Puts
$959M
Net Calls
+$22.6M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
651
BSW Wealth Partners
Colorado
$378K
EWA
652
Exencial Wealth Advisors
Oklahoma
$378K +$73.2K +2,069 +24%
GSEP
653
Golden State Equity Partners
California
$378K -$1.74K -49 -0.5%
WANY
654
Wealthspire Advisors (New York)
New York
$375K +$44.3K +1,252 +13%
DI
655
Disciplined Investments
Oklahoma
$374K
CBFP
656
Cedar Brook Financial Partners
Ohio
$373K +$47.6K +1,375 +15%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$372K
RA
658
RFG Advisory
Alabama
$371K +$98.2K +2,775 +36%
AF
659
Advisornet Financial
Minnesota
$370K +$1.1K +31 +0.3%
SJL
660
Shayne & Jacobs LLC
Tennessee
$370K
AWM
661
Accel Wealth Management
Iowa
$369K +$15.5K +439 +4%
EWA
662
EP Wealth Advisors
California
$369K -$26.8K -758 -7%
NHC
663
Nicholas Hoffman & Company
Georgia
$369K -$12.5K -353 -3%
PTC
664
Private Trust Company
Ohio
$366K +$5.45K +154 +2%
PCM
665
Perkins Capital Management
Minnesota
$366K +$113K +3,200 +45%
LBC
666
Lowe Brockenbrough & Co
Virginia
$366K -$4.32K -122 -1%
HCP
667
Hexagon Capital Partners
Arkansas
$366K +$115K +3,249 +46%
PCS
668
Personal CFO Solutions
New Jersey
$365K +$31.9K +900 +10%
CICI
669
Capital Investment Counsel Inc
North Carolina
$365K -$657K -18,548 -64%
CWS
670
Confluence Wealth Services
Pennsylvania
$363K -$24.9K -704 -6%
FB
671
Fulton Bank
Pennsylvania
$363K -$35.4K -1,000 -9%
Fayez Sarofim & Co
672
Fayez Sarofim & Co
Texas
$362K +$36.9K +1,015 +11%
SPWM
673
Straight Path Wealth Management
Michigan
$359K
LSAG
674
Lake Street Advisors Group
New Hampshire
$359K -$2.73K -77 -0.8%
WAS
675
Winch Advisory Services
Wisconsin
$359K +$9.03K +255 +3%