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900 hedge funds and large institutions have $19.8B invested in BP in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 345 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $869M | Put options by funds: $607M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3139 (+8)

15% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 300

9% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.59B)

1% more funds holding

Funds holding: 888900 (+12)

0.04% less ownership

Funds ownership: 5.47%5.43% (-0.04%)

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
25.86%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
1.12%
New
63
Increased
345
Reduced
300
Closed
47
Calls
$869M
Puts
$607M
Net Calls
+$262M
Net Calls Change
+$79.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
726
Grimes & Company
Massachusetts
$283K +$8.66K +210 +3%
PFA
727
Paradigm Financial Advisors
Missouri
$282K +$25.2K +611 +10%
MBT
728
Monroe Bank & Trust
Michigan
$280K -$30.3K -734 -10%
CAMI
729
Concord Asset Management (Illinois)
Illinois
$279K
PFSC
730
Peoples Financial Services Corp
Pennsylvania
$279K
RWM
731
Rench Wealth Management
Texas
$278K +$1.65K +40 +0.6%
DAC
732
Dividend Assets Capital
South Carolina
$271K
DT
733
Diversified Trust
Tennessee
$271K +$259K +6,279 New
BSW
734
Buckingham Strategic Wealth
Missouri
$270K -$6.93K -168 -3%
ZAM
735
Zevin Asset Management
Massachusetts
$270K
MAA
736
Mraz Amerine & Associates
California
$268K
SFT
737
Simmons First Trust
Arkansas
$266K
JIC
738
Joel Isaacson & Co
New York
$265K -$82 -2 -0%
AFIA
739
America First Investment Advisors
Nebraska
$264K
IT
740
Investors Trust
Texas
$264K
VIA
741
Vantage Investment Advisors
Pennsylvania
$264K +$5.03K +122 +2%
BCM
742
Brookstone Capital Management
Illinois
$263K +$5.03K +122 +2%
ICM
743
IMS Capital Management
Oregon
$262K
LPT
744
Legacy Private Trust
Wisconsin
$261K +$23.7K +575 +11%
Massachusetts Financial Services
745
Massachusetts Financial Services
Massachusetts
$261K +$26.2K +634 +12%
UBWV
746
United Bank (West Virginia)
West Virginia
$260K
WG
747
Welch Group
Alabama
$257K +$124 +3 +0.1%
BWAM
748
Boyd Watterson Asset Management
Ohio
$255K -$400K -9,704 -62%
EAM
749
Evanson Asset Management
California
$254K -$4.95K -120 -2%
SIM
750
Sterling Investment Management
Arizona
$253K

BP Hedge Fund Activity: Q2 2014 in Review

900 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2014, worth a combined $19.8B — up 8.7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BP positions and 47 closed out — a net gain of 16 holders — while 345 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $223M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $168M sold.

  • 900 institutional investors held BP (BP) as of Q2 2014, up from 888 in Q1 2014.
  • Funds reported $19.8B of BP stock for Q2 2014, up 8.7% quarter-over-quarter.
  • 63 funds opened new BP positions in Q2 2014 and 47 closed out, a net change of +16 holders.
  • The largest BP buyer in Q2 2014 was Ameriprise, an estimated $223M added.
  • The largest BP seller in Q2 2014 was Veritas Asset Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2014.