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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
751
Estabrook Capital Management
New York
$202K
WWM
752
Windsor Wealth Management
Indiana
$202K -$5.85K -181 -2%
PHAM
753
Palisades Hudson Asset Management
Florida
$202K
RCA
754
Reitz Capital Advisors
Michigan
$201K -$166K -5,128 -38%
BAS
755
Brown Advisory Securities
Maryland
$200K -$12.9K -400 -5%
BFEC
756
Benjamin F. Edwards & Company
Missouri
$200K -$8.96K -277 -3%
PCA
757
Peddock Capital Advisors
Massachusetts
$200K +$65.3K +2,020 +33%
CFG
758
Citizens Financial Group
Rhode Island
$199K -$6.34K -196 -2%
PCM
759
Prelude Capital Management
New York
$198K +$10.1K +312 +4%
BC
760
Bartlett & Co
Ohio
$198K +$262K +8,100 New
BCWM
761
Bartlett & Co Wealth Management
Ohio
$198K -$302K -9,327 -54%
WFMPM
762
Woodley Farra Manion Portfolio Management
Indiana
$194K
CA
763
Crewe Advisors
Utah
$192K -$149K -4,595 -37%
PBT
764
Pictet Bank & Trust
Bahamas
$190K -$398K -12,300 -22%
LAS
765
Lloyd Advisory Services
Georgia
$190K -$43.1K -1,333 -15%
IBOK
766
Independence Bank of Kentucky
Kentucky
$188K
SWA
767
Sutton Wealth Advisors
Florida
$181K
AP
768
Atwood & Palmer
Missouri
$176K
TCA
769
Tortoise Capital Advisors
Kansas
$173K +$230K +7,108 New
SWM
770
Sugarloaf Wealth Management
Georgia
$160K +$1.68K +52 +0.8%
PFBT
771
Parkside Financial Bank & Trust
Missouri
$160K +$205K +6,340 +3,019%
CCG
772
Ceeto Capital Group
Florida
$157K +$4.75K +147 +2%
CT
773
Caldwell Trust
Florida
$156K -$61.8K -1,911 -23%
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$152K +$121K +3,739 +150%
KLWA
775
Kelly Lawrence W & Associates
California
$148K -$51.7K -1,600 -21%

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.