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866 hedge funds and large institutions have $16.4B invested in BP in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 379 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 259

0.05% more ownership

Funds ownership: 5.43%5.47% (+0.05%)

4% less funds holding

Funds holding: 900866 (-34)

12% less call options, than puts

Call options by funds: $706M | Put options by funds: $803M

17% less capital invested

Capital invested by funds: $19.8B → $16.4B (-$3.46B)

33% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 78

41% less funds holding in top 10

Funds holding in top 10: 3923 (-16)

Holders
866
Holders Change
-34
Holders Change %
-3.78%
% of All Funds
25.12%
Holding in Top 10
23
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-41.03%
% of All Funds
0.67%
New
52
Increased
379
Reduced
259
Closed
78
Calls
$706M
Puts
$803M
Net Calls
-$97.4M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$213K +$69K +1,741 +42%
BWAM
752
Boyd Watterson Asset Management
Ohio
$212K
EAM
753
Evanson Asset Management
California
$212K +$673 +17 +0.3%
NEPWA
754
New England Private Wealth Advisors
Massachusetts
$212K +$237K +5,981 New
SIM
755
Sterling Investment Management
Arizona
$211K
FIM
756
Fernwood Investment Management
Massachusetts
$210K
LPT
757
Legacy Private Trust
Wisconsin
$208K -$9.66K -244 -4%
WKA
758
Wilson Kemp & Associates
Michigan
$207K -$144K -3,640 -39%
IIM
759
Ipswich Investment Management
Massachusetts
$207K -$95.5K -2,411 -30%
MIAN
760
Mariner Independent Advisor Network
Kansas
$206K +$227K +5,737 New
TCOV
761
Trust Company of Vermont
Vermont
$206K +$63.5K +1,604 +39%
OAM
762
Oxford Asset Management
United Kingdom
$205K -$5.84M -147,510 -96%
DOA
763
D'Orazio & Associates
Virginia
$205K
FAM
764
Fiduciary Asset Management
Missouri
$205K
RMA
765
Roffman Miller Associates
Pennsylvania
$205K
MCMT
766
Moon Capital Management (Tennessee)
Tennessee
$205K
TWA
767
TCI Wealth Advisors
Arizona
$204K +$38.3K +968 +21%
DAC
768
Dividend Assets Capital
South Carolina
$203K -$24.2K -611 -10%
RHJA
769
Rice Hall James & Associates
California
$203K
CIP
770
Convergence Investment Partners
Florida
$201K +$32.7K +825 +17%
MA
771
MCF Advisors
Kentucky
$182K
RIA
772
Regal Investment Advisors
Michigan
$176K +$48.3K +1,219 +33%
HHMI
773
Howard Hughes Medical Institute
Maryland
$163K +$84.6K +2,136 +90%
HI
774
Hudock Inc
Pennsylvania
$162K -$41.2K -1,039 -19%
WTB
775
Washington Trust Bank
Washington
$160K -$114K -2,885 -39%

BP Hedge Fund Activity: Q3 2014 in Review

866 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2014, worth a combined $16.4B — down 17% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of BP and 52 opened new positions — a net loss of 26 holders — while 259 trimmed existing stakes and 379 added.

The largest buyer was Bank of America, adding an estimated $342M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 866 institutional investors held BP (BP) as of Q3 2014, down from 900 in Q2 2014.
  • Funds reported $16.4B of BP stock for Q3 2014, down 17% quarter-over-quarter.
  • 52 funds opened new BP positions in Q3 2014 and 78 closed out, a net change of -26 holders.
  • The largest BP buyer in Q3 2014 was Bank of America, an estimated $342M added.
  • The largest BP seller in Q3 2014 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.