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BP
BP

Overview Fund Activity

1,002 hedge funds and large institutions have $8.36B invested in BP in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 399 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-150
Holders Change %
-13.02%
% of All Funds
22.13%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
86
Increased
385
Reduced
399
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$828M
2
Franklin Resources
Franklin Resources
California
+$279M
3
VH
ValueAct Holdings
California
+$67.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.2M
5
State Street
State Street
Massachusetts
+$28.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$111M
3
Sanders Capital
Sanders Capital
Florida
-$106M
4
CVA
Ceredex Value Advisors
Florida
-$102M
5
Ameriprise
Ameriprise
Minnesota
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
701
Fiera Capital (Canada)
Quebec, Canada
$237K +$17.4K +712 +8%
ACM
702
Allred Capital Management
Texas
$234K -$4.45K -183 -2%
ACP
703
Ashfield Capital Partners
California
$234K – – –
VLC
704
Van Leeuwen & Company
New Jersey
$234K – – –
SSG
705
Summit Securities Group
New York
$234K +$58.5K +2,400 +33%
TCM
706
Telos Capital Management
California
$233K +$72.3K +2,959 +45%
WSCM
707
Wellington Shields Capital Management
New York
$232K -$343K -14,061 -60%
CA
708
Calton & Associates
Florida
$232K -$13.9K -568 -6%
JC
709
Jacobs & Co
California
$232K -$7.32K -300 -3%
AP
710
Americana Partners
Texas
$232K +$218K +8,950 +1,525%
APP
711
Avantax Planning Partners
Iowa
$231K -$24.6K -1,006 -10%
MFG
712
Merit Financial Group
Georgia
$231K +$13.7K +562 +6%
SBSB
713
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K +$32.3K +1,325 +16%
Bank of Nova Scotia
714
Bank of Nova Scotia
Ontario, Canada
$229K -$95.4K -3,911 -29%
CPSAC
715
Chas P. Smith & Associates (CPS)
Florida
$229K -$47.1K -1,928 -17%
WAM
716
Winslow Asset Management
Ohio
$229K – – –
FWM
717
Frontier Wealth Management
Missouri
$227K -$85.3K -3,494 -27%
TVAMP
718
Tennessee Valley Asset Management Partners
Tennessee
$226K -$36.4K -1,496 -14%
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$225K – – –
HVIA
720
Hudson Valley Investment Advisors
New York
$221K +$6.25K +256 +3%
LWM
721
Liberty Wealth Management
California
$221K +$12.9K +529 +6%
CWM
722
Calamos Wealth Management
Illinois
$221K +$221K +9,078 New
NFG
723
Nations Financial Group
Iowa
$218K -$2.68K -110 -1%
HIA
724
Harbor Investment Advisory
Maryland
$218K +$17K +699 +8%
CFS
725
CRA Financial Services
New Jersey
$218K +$58.8K +2,416 +37%
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