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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
CW
676
Cabot-Wellington
Massachusetts
$306K
ITIM
677
Indiana Trust & Investment Management
Indiana
$303K -$7.29K -184 -2%
EA
678
Elm Advisors
California
$300K
EGA
679
Eagle Global Advisors
Texas
$298K
JPMIA
680
J.P. Marvel Investment Advisors
Massachusetts
$296K +$51.2K +1,293 +19%
HSA
681
HBK Sorce Advisory
Pennsylvania
$295K +$41.6K +1,051 +15%
BAS
682
Brown Advisory Securities
Maryland
$290K +$28.8K +726 +10%
AF
683
Allworth Financial
California
$288K -$10.5K -264 -3%
ASN
684
Advisory Services Network
Georgia
$288K +$10.4K +263 +3%
TCM
685
Telos Capital Management
California
$288K +$28.6K +721 +10%
SCM
686
Sterneck Capital Management
Missouri
$286K +$7.64K +193 +2%
GP
687
Girard Partners
Pennsylvania
$285K -$1.94K -49 -0.6%
CIS
688
Connors Investor Services
Pennsylvania
$285K
TI
689
Truepoint Inc
Ohio
$281K +$310K +7,819 New
HCM
690
Hollencrest Capital Management
California
$278K -$143K -3,609 -32%
VST
691
Van Strum & Towne
California
$278K
SEC
692
Seven Eight Capital
New York
$278K +$102K +2,565 +50%
MFW
693
Meristem Family Wealth
Minnesota
$277K -$14.5K -367 -5%
CAMI
694
Concord Asset Management (Illinois)
Illinois
$277K +$48.4K +1,222 +19%
BC
695
Bartlett & Co
Ohio
$276K -$117K -2,949 -28%
UAS
696
United Asset Strategies
New York
$276K +$305K +7,689 New
CBU
697
CIBC Bank USA
Illinois
$273K +$7.29K +184 +2%
JFG
698
JMG Financial Group
Illinois
$272K
RPGK
699
Retirement Planning Group (Kansas)
Kansas
$270K +$14.5K +367 +5%
FMB
700
Field & Main Bank
Kentucky
$270K +$100K +2,537 +51%

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.