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900 hedge funds and large institutions have $19.8B invested in BP in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 345 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $869M | Put options by funds: $607M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3139 (+8)

15% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 300

9% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.59B)

1% more funds holding

Funds holding: 888900 (+12)

0.04% less ownership

Funds ownership: 5.47%5.43% (-0.04%)

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
25.86%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
1.12%
New
63
Increased
345
Reduced
300
Closed
47
Calls
$869M
Puts
$607M
Net Calls
+$262M
Net Calls Change
+$79.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$203K
HJA
802
Hugh Johnson Advisors
New York
$201K +$192K +4,649 New
MPIA
803
Mountain Pacific Investment Advisers
Idaho
$200K -$26.6K -645 -12%
LNB
804
Ledyard National Bank
$199K -$20.7K -501 -10%
SNT
805
Security National Trust
West Virginia
$192K -$2.52K -61 -1%
HCC
806
Hirtle Callaghan & Co
Pennsylvania
$188K
AllianceBernstein
807
AllianceBernstein
Tennessee
$185K +$111K +2,680 +167%
WIL
808
Winifred I. Li
$182K -$9.61K -233 -5%
MA
809
MCF Advisors
Kentucky
$182K
PMFA
810
Plante Moran Financial Advisors
Michigan
$181K -$24.9K -604 -13%
TCOV
811
Trust Company of Vermont
Vermont
$178K
CFSG
812
Community Financial Services Group
Vermont
$175K
FCCM
813
First City Capital Management
Georgia
$173K
CCA
814
Catalyst Capital Advisors
New York
$169K
TCM
815
Tradewinds Capital Management
Washington
$162K
RIA
816
Regal Investment Advisors
Michigan
$159K -$2.43K -59 -2%
HFM
817
Hartford Financial Management
Connecticut
$158K
OC
818
Oakworth Capital
Alabama
$158K
PFG
819
Piershale Financial Group
Illinois
$158K +$151K +3,668 New
MBE
820
Michael B. Elefante
$155K -$4.79K -116 -3%
NES
821
New England Securities
New York
$132K -$15.7K -381 -11%
NCM
822
Nelson Capital Management
California
$132K +$47.9K +1,161 +61%
Canada Life
823
Canada Life
Manitoba, Canada
$130K +$115K +2,790 +760%
AF
824
Arrow Financial
New York
$121K
SFSIG
825
San Francisco Sentry Investment Group
California
$113K +$12.3K +298 +13%

BP Hedge Fund Activity: Q2 2014 in Review

900 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2014, worth a combined $19.8B — up 8.7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BP positions and 47 closed out — a net gain of 16 holders — while 345 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $223M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $168M sold.

  • 900 institutional investors held BP (BP) as of Q2 2014, up from 888 in Q1 2014.
  • Funds reported $19.8B of BP stock for Q2 2014, up 8.7% quarter-over-quarter.
  • 63 funds opened new BP positions in Q2 2014 and 47 closed out, a net change of +16 holders.
  • The largest BP buyer in Q2 2014 was Ameriprise, an estimated $223M added.
  • The largest BP seller in Q2 2014 was Veritas Asset Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2014.