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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
701
Canandaigua National Bank & Trust
New York
$237K +$19.2K +595 +7%
Fiera Capital (Canada)
702
Fiera Capital (Canada)
Quebec, Canada
$237K +$23K +712 +8%
ACM
703
Allred Capital Management
Texas
$234K -$5.92K -183 -2%
ACP
704
Ashfield Capital Partners
California
$234K
VLC
705
Van Leeuwen & Company
New Jersey
$234K
SSG
706
Summit Securities Group
New York
$234K +$77.6K +2,400 +33%
TCM
707
Telos Capital Management
California
$233K +$95.7K +2,959 +45%
WSCM
708
Wellington Shields Capital Management
New York
$232K -$455K -14,061 -60%
CA
709
Calton & Associates
Florida
$232K -$18.4K -568 -6%
JC
710
Jacobs & Co
California
$232K -$9.7K -300 -3%
AP
711
Americana Partners
Texas
$232K +$289K +8,950 +1,525%
APP
712
Avantax Planning Partners
Iowa
$231K -$32.5K -1,006 -10%
MFG
713
Merit Financial Group
Georgia
$231K +$18.2K +562 +6%
SBSB
714
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K +$42.8K +1,325 +16%
Bank of Nova Scotia
715
Bank of Nova Scotia
Ontario, Canada
$229K -$126K -3,911 -29%
CPSAC
716
Chas P. Smith & Associates (CPS)
Florida
$229K -$62.3K -1,928 -17%
WAM
717
Winslow Asset Management
Ohio
$229K
FWM
718
Frontier Wealth Management
Missouri
$227K -$113K -3,494 -27%
TVAMP
719
Tennessee Valley Asset Management Partners
Tennessee
$226K -$48.4K -1,496 -14%
KTC
720
Kistler-Tiffany Companies
Pennsylvania
$225K
HVIA
721
Hudson Valley Investment Advisors
New York
$221K +$8.28K +256 +3%
LWM
722
Liberty Wealth Management
California
$221K +$17.1K +529 +6%
CWM
723
Calamos Wealth Management
Illinois
$221K +$294K +9,078 New
NFG
724
Nations Financial Group
Iowa
$218K -$3.56K -110 -1%
HIA
725
Harbor Investment Advisory
Maryland
$218K +$22.6K +699 +8%

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.