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866 hedge funds and large institutions have $19.4B invested in BP in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 291 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 51

36% more call options, than puts

Call options by funds: $654M | Put options by funds: $480M

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.98B)

11% more funds holding

Funds holding: 779866 (+87)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

0.21% less ownership

Funds ownership: 5.7%5.48% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 293

Holders
866
Holders Change
+87
Holders Change %
+11.17%
% of All Funds
25.13%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.96%
New
148
Increased
291
Reduced
293
Closed
51
Calls
$654M
Puts
$480M
Net Calls
+$175M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
726
Ferguson Wellman Capital Management
Oregon
$237K +$222K +5,965 New
DY
727
Dowling & Yahnke
California
$236K +$221K +5,923 New
FIM
728
Fernwood Investment Management
Massachusetts
$235K +$220K +5,899 New
SIM
729
Sterling Investment Management
Arizona
$234K -$8.64K -232 -4%
MWAC
730
Mariner Wealth Advisors (Cincinnati)
Ohio
$234K +$219K +5,880 New
FSA
731
Franklin Street Advisors
North Carolina
$232K
TRCT
732
Tower Research Capital (TRC)
New York
$229K +$182K +4,895 +560%
DT
733
Diversified Trust
Tennessee
$228K -$20.2K -543 -9%
DOA
734
D'Orazio & Associates
Virginia
$227K +$212K +5,697 New
MCMT
735
Moon Capital Management (Tennessee)
Tennessee
$227K +$212K +5,697 New
FAM
736
Fiduciary Asset Management
Missouri
$227K +$212K +5,704 New
BOS
737
Bank of Stockton
California
$226K -$11.4K -305 -5%
SC
738
Schulhoff & Co
Ohio
$226K +$212K +5,696 New
WIL
739
Winifred I. Li
$225K
LNB
740
Ledyard National Bank
$224K
LI
741
LMCG Investments
Massachusetts
$224K +$209K +5,625 New
RHJA
742
Rice Hall James & Associates
California
$224K +$210K +5,642 New
FDCC
743
Foster Dykema Cabot & Co
Massachusetts
$222K +$208K +5,576 New
ST
744
Stifel Trust
Missouri
$221K -$91K -2,445 -31%
OIA
745
Optimum Investment Advisors
Illinois
$221K
SC
746
Savant Capital
Illinois
$220K +$206K +5,537 New
CC
747
Colrain Capital
Massachusetts
$219K -$91.1K -2,446 -31%
FDS
748
First Dallas Securities
Texas
$219K +$205K +5,501 New
LDB
749
Lee, Danner & Bass
Tennessee
$219K +$205K +5,501 New
WIC
750
Woodmont Investment Counsel
Tennessee
$219K +$205K +5,508 New

BP Hedge Fund Activity: Q4 2013 in Review

866 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2013, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BP positions and 51 closed out — a net gain of 97 holders — while 291 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $245M sold.

  • 866 institutional investors held BP (BP) as of Q4 2013, up from 779 in Q3 2013.
  • Funds reported $19.4B of BP stock for Q4 2013, up 11% quarter-over-quarter.
  • 148 funds opened new BP positions in Q4 2013 and 51 closed out, a net change of +97 holders.
  • The largest BP buyer in Q4 2013 was Wellington Management Group, an estimated $112M added.
  • The largest BP seller in Q4 2013 was Arrowstreet Capital, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2013.