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BP
BP

Overview Fund Activity

1,002 hedge funds and large institutions have $8.36B invested in BP in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 399 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-150
Holders Change %
-13.02%
% of All Funds
22.13%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
86
Increased
385
Reduced
399
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$828M
2
Franklin Resources
Franklin Resources
California
+$279M
3
VH
ValueAct Holdings
California
+$67.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.2M
5
State Street
State Street
Massachusetts
+$28.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$111M
3
Sanders Capital
Sanders Capital
Florida
-$106M
4
CVA
Ceredex Value Advisors
Florida
-$102M
5
Ameriprise
Ameriprise
Minnesota
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
751
Windsor Wealth Management
Indiana
$202K -$4.42K -181 -2%
PHAM
752
Palisades Hudson Asset Management
Florida
$202K – – –
RCA
753
Reitz Capital Advisors
Michigan
$201K -$125K -5,128 -38%
BAS
754
Brown Advisory Securities
Maryland
$200K -$10.1K -400 -5%
BFEC
755
Benjamin F. Edwards & Company
Missouri
$200K -$6.74K -277 -3%
PCA
756
Peddock Capital Advisors
Massachusetts
$200K +$49.4K +2,020 +33%
CFG
757
Citizens Financial Group
Rhode Island
$199K -$4.79K -196 -2%
PCM
758
Prelude Capital Management
New York
$198K +$7.63K +312 +4%
BC
759
Bartlett & Co
Ohio
$198K +$198K +8,100 New
BCWM
760
Bartlett & Co Wealth Management
Ohio
$198K -$227K -9,327 -54%
WFMPM
761
Woodley Farra Manion Portfolio Management
Indiana
$194K – – –
CA
762
Crewe Advisors
Utah
$192K -$112K -4,595 -37%
PBT
763
Pictet Bank & Trust
Bahamas
$190K -$52.4K -12,300 -22%
LAS
764
Lloyd Advisory Services
Georgia
$190K -$32.5K -1,333 -15%
IBOK
765
Independence Bank of Kentucky
Kentucky
$188K – – –
SWA
766
Sutton Wealth Advisors
Florida
$181K – – –
AP
767
Atwood & Palmer
Missouri
$176K – – –
TCA
768
Tortoise Capital Advisors
Kansas
$173K +$173K +7,108 New
SWM
769
Sugarloaf Wealth Management
Georgia
$160K +$1.27K +52 +0.8%
PFBT
770
Parkside Financial Bank & Trust
Missouri
$160K +$155K +6,340 +3,019%
CCG
771
Ceeto Capital Group
Florida
$157K +$3.59K +147 +2%
OSAM
772
O'Shaughnessy Asset Management
Connecticut
$152K +$91.2K +3,739 +150%
KLWA
773
Kelly Lawrence W & Associates
California
$148K -$39.1K -1,600 -21%
BFC
774
Bedel Financial Consulting
Indiana
$147K – – –
AF
775
Allworth Financial
California
$144K +$7.27K +298 +5%
29 30
31
32 33