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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
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$267K +$295K +7,437 New
CIP
702
Champlain Investment Partners
Vermont
$264K +$291K +7,335 New
ECM
703
Estabrook Capital Management
New York
$263K +$475 +12 +0.2%
HC
704
Hourglass Capital
Texas
$263K -$23.8K -600 -8%
BHIA
705
Birch Hill Investment Advisors
Massachusetts
$261K
ZIC
706
ZWJ Investment Counsel
Georgia
$255K +$14.9K +376 +6%
ANBT
707
American National Bank & Trust
Texas
$253K
BE
708
Bonness Enterprises
District of Columbia
$253K
EHC
709
Everett Harris & Co
California
$253K +$2.54K +64 +0.9%
PTB
710
Pioneer Trust Bank
Oregon
$252K -$96.5K -2,437 -26%
FIM
711
Frontier Investment Management
Texas
$252K +$25.2K +637 +9%
STMM
712
South Texas Money Management
Texas
$249K -$6.69K -169 -2%
FDCC
713
Foster Dykema Cabot & Co
Massachusetts
$249K
CAG
714
Crestwood Advisors Group
Massachusetts
$248K -$9.94K -251 -4%
IIA
715
IPG Investment Advisors
California
$246K +$271K +6,846 New
FIM
716
Friedberg Investment Management
Texas
$246K -$348K -8,784 -56%
RCG
717
Ruane, Cunniff & Goldfarb
New York
$244K
FIB
718
First Interstate Bank
Montana
$243K -$5.78K -146 -2%
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$243K +$64.3K +1,623 +32%
Massachusetts Financial Services
720
Massachusetts Financial Services
Massachusetts
$241K +$26.8K +677 +11%
ECM
721
ETrade Capital Management
Virginia
$240K +$265K +6,689 New
KLWA
722
Kelly Lawrence W & Associates
California
$239K
NAM
723
Nichols Asset Management
Massachusetts
$239K
SC
724
Savant Capital
Illinois
$238K +$30.3K +766 +13%
ST
725
Stifel Trust
Missouri
$238K +$46.5K +1,173 +22%

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.