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888 hedge funds and large institutions have $18.3B invested in BP in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 330 increasing their positions, 300 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

41% more call options, than puts

Call options by funds: $628M | Put options by funds: $445M

10% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 300

3% more funds holding

Funds holding: 866888 (+22)

0.02% less ownership

Funds ownership: 5.48%5.47% (-0.02%)

6% less capital invested

Capital invested by funds: $19.4B → $18.3B (-$1.17B)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
888
Holders Change
+22
Holders Change %
+2.54%
% of All Funds
25.64%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.9%
New
74
Increased
330
Reduced
300
Closed
46
Calls
$628M
Puts
$445M
Net Calls
+$183M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
701
Everett Harris & Co
California
$275K
GLA
702
Great Lakes Advisors
Illinois
$274K -$45K -1,141 -14%
NG
703
NatWest Group
United Kingdom
$274K
JPMIA
704
J.P. Marvel Investment Advisors
Massachusetts
$273K
RPGK
705
Retirement Planning Group (Kansas)
Kansas
$272K +$4.54K +115 +2%
BHIA
706
Birch Hill Investment Advisors
Massachusetts
$271K +$4.85K +123 +2%
FIM
707
Friedberg Investment Management
Texas
$269K
CIP
708
Convergence Investment Partners
Florida
$267K -$36.4K -922 -12%
CCC
709
Chelsea Counsel Company
California
$267K
RCG
710
Ruane, Cunniff & Goldfarb
New York
$267K
TCOTO
711
Trust Company of the Ozarks
Missouri
$266K -$53.7K -1,363 -17%
ALA
712
Atherton Lane Advisers
California
$265K -$2.88K -73 -1%
ST
713
Semper Trust
Pennsylvania
$265K
ZIC
714
ZWJ Investment Counsel
Georgia
$263K -$41.5K -1,053 -14%
KLWA
715
Kelly Lawrence W & Associates
California
$262K
NAM
716
Nichols Asset Management
Massachusetts
$261K
ZDA
717
Zweig-DiMenna Associates
New York
$260K -$4.81K -122 -2%
HT
718
HighTower Trust
Texas
$257K +$48.2K +1,223 +23%
CAMI
719
Concord Asset Management (Illinois)
Illinois
$255K
AP
720
Atwood & Palmer
Missouri
$255K +$256K +6,489 New
PFSC
721
Peoples Financial Services Corp
Pennsylvania
$254K
BSW
722
Buckingham Strategic Wealth
Missouri
$253K -$22.4K -569 -8%
FMT
723
First Mercantile Trust
Tennessee
$253K +$254K +6,439 New
RWM
724
Rench Wealth Management
Texas
$252K +$1.7K +43 +0.7%
RMA
725
Roffman Miller Associates
Pennsylvania
$251K +$252K +6,382 New

BP Hedge Fund Activity: Q1 2014 in Review

888 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2014, worth a combined $18.3B — down 6% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BP positions and 46 closed out — a net gain of 28 holders — while 330 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.1M. The largest seller was Wellington Management Group, cutting an estimated $839M.

  • 888 institutional investors held BP (BP) as of Q1 2014, up from 866 in Q4 2013.
  • Funds reported $18.3B of BP stock for Q1 2014, down 6% quarter-over-quarter.
  • 74 funds opened new BP positions in Q1 2014 and 46 closed out, a net change of +28 holders.
  • The largest BP buyer in Q1 2014 was Ameriprise, an estimated $76.1M added.
  • The largest BP seller in Q1 2014 was Wellington Management Group, an estimated $839M sold.

Based on aggregated 13F filings for Q1 2014.