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866 hedge funds and large institutions have $19.4B invested in BP in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 291 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 51

36% more call options, than puts

Call options by funds: $654M | Put options by funds: $480M

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.98B)

11% more funds holding

Funds holding: 779866 (+87)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

0.21% less ownership

Funds ownership: 5.7%5.48% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 293

Holders
866
Holders Change
+87
Holders Change %
+11.17%
% of All Funds
25.13%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.96%
New
148
Increased
291
Reduced
293
Closed
51
Calls
$654M
Puts
$480M
Net Calls
+$175M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
701
Peoples Financial Services Corp
Pennsylvania
$256K +$240K +6,455 New
JIC
702
Joel Isaacson & Co
New York
$254K -$50K -1,342 -17%
UBWV
703
United Bank (West Virginia)
West Virginia
$253K -$71.6K -1,924 -23%
RWM
704
Rench Wealth Management
Texas
$253K +$237K +6,356 New
DCMM
705
DG Capital Management (Massachusetts)
Massachusetts
$253K +$237K +6,357 New
GC
706
Grimes & Company
Massachusetts
$251K -$37.6K -1,010 -14%
SFA
707
Sequoia Financial Advisors
Ohio
$250K +$234K +6,275 New
ZAM
708
Zevin Asset Management
Massachusetts
$249K -$24.6K -662 -10%
DAC
709
Dividend Assets Capital
South Carolina
$249K
FIB
710
First Interstate Bank
Montana
$248K
MAA
711
Mraz Amerine & Associates
California
$247K
BCM
712
Brookstone Capital Management
Illinois
$247K +$231K +6,215 New
AIM
713
Allen Investment Management
New York
$246K -$36.7M -984,648 -99%
DCM
714
Donaldson Capital Management
Indiana
$246K -$22.8K -611 -9%
MBT
715
Montecito Bank & Trust
California
$244K -$58K -1,559 -20%
AFIA
716
America First Investment Advisors
Nebraska
$243K
ITIM
717
Indiana Trust & Investment Management
Indiana
$243K +$41K +1,100 +22%
JCM
718
Janney Capital Management
Pennsylvania
$242K -$9.94K -267 -4%
ICM
719
IMS Capital Management
Oregon
$242K
AIM
720
Arcadia Investment Management
Michigan
$241K -$22.8K -612 -9%
MCM
721
Murphy Capital Management
New Jersey
$240K +$225K +6,052 New
EAM
722
Evanson Asset Management
California
$239K +$223K +6,001 New
VIA
723
Vantage Investment Advisors
Pennsylvania
$239K +$224K +6,005 New
IT
724
Investors Trust
Texas
$238K -$1.83M -49,257 -89%
WG
725
Welch Group
Alabama
$237K +$11.4K +307 +5%

BP Hedge Fund Activity: Q4 2013 in Review

866 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2013, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BP positions and 51 closed out — a net gain of 97 holders — while 291 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $245M sold.

  • 866 institutional investors held BP (BP) as of Q4 2013, up from 779 in Q3 2013.
  • Funds reported $19.4B of BP stock for Q4 2013, up 11% quarter-over-quarter.
  • 148 funds opened new BP positions in Q4 2013 and 51 closed out, a net change of +97 holders.
  • The largest BP buyer in Q4 2013 was Wellington Management Group, an estimated $112M added.
  • The largest BP seller in Q4 2013 was Arrowstreet Capital, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2013.