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963 hedge funds and large institutions have $8.09B invested in BP in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more call options, than puts

Call options by funds: $735M | Put options by funds: $618M

5% more capital invested

Capital invested by funds: $7.69B → $8.09B (+$394M)

10% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 332

0.04% more ownership

Funds ownership: 1.44%1.48% (+0.04%)

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 980963 (-17)

Holders
963
Holders Change
-17
Holders Change %
-1.73%
% of All Funds
16.86%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
78
Increased
364
Reduced
332
Closed
80
Calls
$735M
Puts
$618M
Net Calls
+$118M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
776
RBC Europe
United Kingdom
$84.1K
TFS
777
TrustCore Financial Services
Tennessee
$83K -$21.5K -857 -22%
BAM
778
Barrett Asset Management
New York
$82K -$13.9K -556 -16%
AssetMark Inc
779
AssetMark Inc
California
$81K +$36.7K +1,464 +99%
JAM
780
JCIC Asset Management
Ontario, Canada
$80K -$1.88K -75 -2%
LC
781
Lindbrook Capital
California
$80K +$6.11K +244 +9%
FMII
782
Farmers & Merchants Investments Inc
Nebraska
$79K -$15K -600 -17%
ATC
783
Adirondack Trust Company
New York
$79K
AW
784
Avion Wealth
Texas
$79K +$125 +5 +0.2%
SFP
785
Sterling Financial Planning
New Jersey
$79K +$50.1K +2,000 +224%
SC
786
Steph & Co
Wisconsin
$78K
KFI
787
Key Financial Inc
Pennsylvania
$77K
CCC
788
Crescent Capital Consulting
Louisiana
$76K
SNT
789
Security National Trust
West Virginia
$76K
VC
790
Vestor Capital
Illinois
$75K
CT
791
Caldwell Trust
Florida
$72.2K -$5.01K -200 -7%
ECM
792
EMC Capital Management
Texas
$72K
EWM
793
Evermay Wealth Management
Virginia
$72K
JWA
794
JFS Wealth Advisors
Pennsylvania
$72K +$22.6K +904 +52%
SWM
795
Selective Wealth Management
Virginia
$70K
TFGT
796
TS Financial Group (TSFG)
Illinois
$70K +$676 +27 +1%
HWA
797
Heritage Wealth Advisors
Virginia
$69.6K +$37.6K +1,500 +143%
ME
798
McIlrath & Eck
Washington
$68K -$49.1K -1,959 -44%
BWM
799
BerganKDV Wealth Management
Minnesota
$68K -$2.5K -100 -4%
CLOS
800
Compagnie Lombard Odier SCmA
Switzerland
$68K

BP Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2021, worth a combined $8.09B — up 5.1% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BP and 78 opened new positions — a net loss of 2 holders — while 332 trimmed existing stakes and 364 added.

The largest buyer was Bank of Montreal, adding an estimated $245M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $150M sold.

  • 963 institutional investors held BP (BP) as of Q3 2021, down from 980 in Q2 2021.
  • Funds reported $8.09B of BP stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 78 funds opened new BP positions in Q3 2021 and 80 closed out, a net change of -2 holders.
  • The largest BP buyer in Q3 2021 was Bank of Montreal, an estimated $245M added.
  • The largest BP seller in Q3 2021 was T. Rowe Price Associates, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2021.