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963 hedge funds and large institutions have $8.09B invested in BP in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more call options, than puts

Call options by funds: $735M | Put options by funds: $618M

5% more capital invested

Capital invested by funds: $7.69B → $8.09B (+$394M)

10% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 332

0.04% more ownership

Funds ownership: 1.44%1.48% (+0.04%)

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 980963 (-17)

Holders
963
Holders Change
-17
Holders Change %
-1.73%
% of All Funds
16.86%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
78
Increased
364
Reduced
332
Closed
80
Calls
$735M
Puts
$618M
Net Calls
+$118M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
701
Pinnacle Family Advisors
Missouri
$213K +$1.35K +54 +0.7%
SG
702
StoneX Group
New York
$209K -$42.2K -1,684 -18%
SFG
703
SevenBridge Financial Group
Pennsylvania
$209K -$5.13K -205 -3%
PCM
704
Perkins Capital Management
Minnesota
$209K +$192K +7,650 New
DBRC
705
D.B. Root & Company
Pennsylvania
$208K -$34K -1,356 -15%
FFWA
706
FRG Family Wealth Advisors
Washington
$208K +$190K +7,600 New
TF
707
Trek Financial
Arizona
$207K +$190K +7,565 New
ST
708
Sentinel Trust
Texas
$206K -$151K -6,012 -44%
MPI
709
Mairs & Power Inc
Minnesota
$206K -$18.8K -750 -9%
PG
710
Patten Group
Tennessee
$206K -$3.88K -155 -2%
GIM
711
Goelzer Investment Management
Indiana
$205K -$28.9K -1,155 -13%
WIC
712
Whitegate Investment Counselors
New Hampshire
$205K +$188K +7,485 New
BBWA
713
Bell & Brown Wealth Advisors
California
$205K +$188K +7,489 New
CPIG
714
Chicago Partners Investment Group
Illinois
$204K -$151K -6,015 -45%
RIA
715
Regal Investment Advisors
Michigan
$203K +$186K +7,443 New
FPCM
716
Financial Partners Capital Management
New York
$202K +$186K +7,407 New
LA
717
Lynch & Associates
Indiana
$202K -$153K -6,110 -45%
MCM
718
MAI Capital Management
Ohio
$202K -$99.6K -3,976 -35%
PFSC
719
Peoples Financial Services Corp
Pennsylvania
$202K -$1.3K -52 -0.7%
BAS
720
Brown Advisory Securities
Maryland
$201K -$29.3K -1,169 -14%
FWM
721
Frontier Wealth Management
Missouri
$201K -$12.5K -500 -6%
CA
722
Crewe Advisors
Utah
$201K -$9.89K -395 -5%
WI
723
Wedgewood Investors
Pennsylvania
$201K +$184K +7,362 New
LWM
724
Liberty Wealth Management
California
$200K +$4.51K +180 +3%
MW
725
Marcum Wealth
Ohio
$200K +$183K +7,323 New

BP Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2021, worth a combined $8.09B — up 5.1% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BP and 78 opened new positions — a net loss of 2 holders — while 332 trimmed existing stakes and 364 added.

The largest buyer was Bank of Montreal, adding an estimated $245M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $150M sold.

  • 963 institutional investors held BP (BP) as of Q3 2021, down from 980 in Q2 2021.
  • Funds reported $8.09B of BP stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 78 funds opened new BP positions in Q3 2021 and 80 closed out, a net change of -2 holders.
  • The largest BP buyer in Q3 2021 was Bank of Montreal, an estimated $245M added.
  • The largest BP seller in Q3 2021 was T. Rowe Price Associates, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2021.