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894 hedge funds and large institutions have $12.8B invested in BP in 2017 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 224 increasing their positions, 585 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

9% more capital invested

Capital invested by funds: $11.7B → $12.8B (+$1.09B)

2% more funds holding

Funds holding: 874894 (+20)

0.05% less ownership

Funds ownership: 1.99%1.93% (-0.05%)

22% less call options, than puts

Call options by funds: $515M | Put options by funds: $661M

62% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 585

Holders
894
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
22.29%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
82
Increased
224
Reduced
585
Closed
54
Calls
$515M
Puts
$661M
Net Calls
-$146M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
726
Univest Financial
Pennsylvania
$208K -$17.2K -541 -8%
MIS
727
Morningstar Investment Services
Illinois
$208K +$190K +5,996 New
BHIA
728
Birch Hill Investment Advisors
Massachusetts
$208K +$191K +6,003 New
HFM
729
Hartford Financial Management
Connecticut
$207K +$318 +10 +0.2%
VIA
730
Vantage Investment Advisors
Pennsylvania
$205K -$3.24K -102 -2%
IP
731
Investment Partners
Ohio
$205K +$188K +5,916 New
MFW
732
Meristem Family Wealth
Minnesota
$205K +$188K +5,924 New
GWS
733
Glassman Wealth Services
Virginia
$204K -$3.21K -101 -2%
MBT
734
Monroe Bank & Trust
Michigan
$204K -$3.21K -101 -2%
EGA
735
Eagle Global Advisors
Texas
$204K +$187K +5,876 New
MA
736
MCF Advisors
Kentucky
$203K -$3.21K -101 -2%
HBT
737
Hills Bank & Trust
Iowa
$203K +$186K +5,855 New
WA
738
Wealth Architects
California
$201K +$184K +5,797 New
PFA
739
Paradigm Financial Advisors
Missouri
$200K +$184K +5,794 New
AWM
740
Avior Wealth Management
Nebraska
$197K -$3.05K -96 -2%
CBT
741
Capital Bank & Trust
California
$195K -$3.08K -97 -2%
BPC
742
Banque Pictet & Cie
Switzerland
$189K -$17.9K -563 -2%
PA
743
Parallel Advisors
California
$188K -$5.4K -170 -3%
RCM
744
Riverhead Capital Management
Delaware
$186K -$2.96K -93 -2%
PMFA
745
Plante Moran Financial Advisors
Michigan
$186K +$45.4K +1,430 +36%
WAS
746
WESPAC Advisors SoCal
California
$184K -$2.92K -92 -2%
DVM
747
Dreman Value Management
Florida
$182K -$162K -5,102 -49%
KTC
748
Kistler-Tiffany Companies
Pennsylvania
$180K +$16.8K +529 +11%
GRP
749
Global Retirement Partners
California
$178K -$5.18K -163 -3%
HR
750
Howe & Rusling
New York
$178K -$4.04K -127 -2%

BP Hedge Fund Activity: Q3 2017 in Review

894 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2017, worth a combined $12.8B — up 9.4% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BP positions and 54 closed out — a net gain of 28 holders — while 224 added to existing stakes and 585 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $114M. The largest seller was Bank of Montreal, cutting an estimated $216M.

  • 894 institutional investors held BP (BP) as of Q3 2017, up from 874 in Q2 2017.
  • Funds reported $12.8B of BP stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 82 funds opened new BP positions in Q3 2017 and 54 closed out, a net change of +28 holders.
  • The largest BP buyer in Q3 2017 was Alyeska Investment Group, an estimated $114M added.
  • The largest BP seller in Q3 2017 was Bank of Montreal, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2017.