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822 hedge funds and large institutions have $10.2B invested in BP in 2015 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 234 increasing their positions, 356 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 61

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

2% more funds holding

Funds holding: 805822 (+17)

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$74M)

0.1% less ownership

Funds ownership: 4.76%4.66% (-0.1%)

8% less call options, than puts

Call options by funds: $332M | Put options by funds: $362M

34% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 356

Holders
822
Holders Change
+17
Holders Change %
+2.11%
% of All Funds
21.56%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
90
Increased
234
Reduced
356
Closed
61
Calls
$332M
Puts
$362M
Net Calls
-$30.5M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
AllSquare Wealth Management
New York
$5K
OFS
802
Orrstown Financial Services
Pennsylvania
$4K
PFG
803
Piershale Financial Group
Illinois
$4K
SAM
804
Shamrock Asset Management
Texas
$4K
MWM
805
MinichMacGregor Wealth Management
New York
$4K +$3.3K +116 New
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$3.66K -$600K -21,080 -99%
CWM
807
Cranbrook Wealth Management
Michigan
$3K
DIA
808
Davidson Investment Advisors
Montana
$3K
MSFP
809
Mark Sheptoff Financial Planning
Connecticut
$3K
ST
810
Somerset Trust
Pennsylvania
$3K
GAM
811
Gemmer Asset Management
California
$2K -$15.2K -535 -90%
PCTC
812
Perkins Coie Trust Company
Washington
$2K
BCMIO
813
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$28 +1 +1%
LWA
814
Lenox Wealth Advisors
New York
$2K +$1.76K +62 +194%
CFA
815
Camarda Financial Advisors
Florida
$2K +$2.13K +75 New
KA
816
Klingman & Associates
New York
$1K
LWM
817
LBA Wealth Management
Florida
$1K
CWM
818
Cedar Wealth Management
California
$1K +$1.56K +55 New
FNBOO
819
First National Bank of Omaha
Nebraska
$346 +$374K +13,152 New
CAM
820
Chou Associates Management
Ontario, Canada
$313
Gates Foundation Trust
821
Gates Foundation Trust
Washington
-$187M -7,291,355 Closed
Voloridge Investment Management
822
Voloridge Investment Management
Florida
-$32.3M -1,257,331 Closed
PP
823
PDT Partners
New York
-$21.5M -834,873 Closed
Mackenzie Financial
824
Mackenzie Financial
Ontario, Canada
-$9.2M -357,858 Closed
HSA
825
Hussman Strategic Advisors
Maryland
-$6.48M -251,961 Closed

BP Hedge Fund Activity: Q4 2015 in Review

822 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2015, worth a combined $10.2B — up 0.73% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new BP positions and 61 closed out — a net gain of 29 holders — while 234 added to existing stakes and 356 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $183M. The largest seller was Gates Foundation Trust, exiting entirely with an estimated $187M sold.

  • 822 institutional investors held BP (BP) as of Q4 2015, up from 805 in Q3 2015.
  • Funds reported $10.2B of BP stock for Q4 2015, up 0.73% quarter-over-quarter.
  • 90 funds opened new BP positions in Q4 2015 and 61 closed out, a net change of +29 holders.
  • The largest BP buyer in Q4 2015 was Jane Street, an estimated $183M added.
  • The largest BP seller in Q4 2015 was Gates Foundation Trust, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2015.