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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
FCB
801
First Command Bank
Texas
$108K -$3.56K -110 -2%
FCFS
802
First Command Financial Services
Texas
$108K -$3.56K -110 -2%
EWM
803
Elmwood Wealth Management
California
$107K +$85.3K +2,639 New
LOIM
804
Liberty One Investment Management
Illinois
$101K +$3.78K +117 +3%
FHA
805
Flagship Harbor Advisors
Massachusetts
$100K -$54.4K -1,681 -29%
MHR
806
Matthew Hamilton Rosenberg
$100K +$131K +4,062 New
DOA
807
D'Orazio & Associates
Virginia
$99K
DAM
808
Delta Asset Management
Tennessee
$98K +$97.2K +3,007 +293%
RDWM
809
Red Door Wealth Management
Tennessee
$98K +$131K +4,054 New
ME
810
McIlrath & Eck
Washington
$97K +$11.7K +361 +10%
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$95K
SAM
812
S.A. Mason
Michigan
$95K +$3.23K +100 +3%
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K +$16.7K +517 +15%
BAM
814
Barrett Asset Management
New York
$93K -$8.31K -257 -6%
GFPC
815
Global Financial Private Client
Florida
$91.9K
HR
816
Howe & Rusling
New York
$90K -$29K -898 -20%
LFG
817
Larson Financial Group
Missouri
$87K +$29.5K +912 +34%
AssetMark Inc
818
AssetMark Inc
California
$87K +$46.8K +1,446 +69%
HWA
819
HHM Wealth Advisors
Tennessee
$87K +$115K +3,555 New
LWANC
820
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K -$4.85K -150 -4%
AIC
821
Archer Investment Corporation
Indiana
$86K
WEC
822
Winslow Evans & Crocker
Massachusetts
$86K +$11.4K +352 +11%
WCG
823
Weaver Consulting Group
California
$84K -$1.23K -38 -1%
CAL
824
Capital Analysts LLC
Pennsylvania
$84K +$3.78K +117 +3%
TL
825
TrueWealth LLC
Georgia
$80K -$453 -14 -0.4%

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.