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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
JFA
801
JNBA Financial Advisors
Minnesota
$77K +$26.4K +667 +46%
WA
802
WealthTrust-Arizona
Arizona
$75K +$673 +17 +0.8%
FWM
803
Focused Wealth Management
New York
$74K +$14.9K +375 +22%
TCM
804
TD Capital Management
Tennessee
$73K
CBT
805
Central Bank & Trust
Kentucky
$70K -$26.4K -667 -26%
CAL
806
Capital Advisors Ltd
Ohio
$66K -$20.2K -511 -22%
TFO
807
Tarbox Family Office
California
$60K
NCM
808
Nelson Capital Management
California
$59K -$55.7K -1,405 -46%
GCM
809
Grisanti Capital Management
New York
$58K
Schroder Investment Management Group
810
Schroder Investment Management Group
United Kingdom
$57K
NC
811
NewSquare Capital
Pennsylvania
$55K +$12.1K +305 +25%
MSFP
812
Mark Sheptoff Financial Planning
Connecticut
$54K
GI
813
Gradient Investments
Minnesota
$48K +$4.83K +122 +10%
JAM
814
Jolley Asset Management
North Carolina
$47K
CTB
815
Country Trust Bank
Illinois
$46.5K
IRS
816
Invictus RG (Singapore)
Singapore
$45K -$5.43K -137 -10%
GXMC
817
Global X Management Company
New York
$45K +$21K +529 +74%
1832 Asset Management
818
1832 Asset Management
Ontario, Canada
$44K
SMG
819
Spectrum Management Group
Indiana
$44K
AA
820
Apriem Advisors
California
$43K -$1.39K -35 -3%
CFA
821
Carroll Financial Associates
North Carolina
$40K
H
822
Hexavest
Quebec, Canada
$39K
HDIM
823
Hanson & Doremus Investment Management
Vermont
$38K
BCM
824
Blume Capital Management
California
$35K -$5.7K -144 -13%
DAM
825
Delta Asset Management
Tennessee
$35K

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.