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BP
BP

Overview Fund Activity

1,002 hedge funds and large institutions have $8.36B invested in BP in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 399 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-150
Holders Change %
-13.02%
% of All Funds
22.13%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
86
Increased
385
Reduced
399
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$828M
2
Franklin Resources
Franklin Resources
California
+$279M
3
VH
ValueAct Holdings
California
+$67.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.2M
5
State Street
State Street
Massachusetts
+$28.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$111M
3
Sanders Capital
Sanders Capital
Florida
-$106M
4
CVA
Ceredex Value Advisors
Florida
-$102M
5
Ameriprise
Ameriprise
Minnesota
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
801
Elmwood Wealth Management
California
$107K +$107K +2,639 New
LOIM
802
Liberty One Investment Management
Illinois
$101K +$2.84K +117 +3%
FHA
803
Flagship Harbor Advisors
Massachusetts
$100K -$41.1K -1,681 -29%
MHR
804
Matthew Hamilton Rosenberg
$100K +$100K +4,062 New
DOA
805
D'Orazio & Associates
Virginia
$99K – – –
DAM
806
Delta Asset Management
Tennessee
$98K +$73.1K +3,007 +293%
RDWM
807
Red Door Wealth Management
Tennessee
$98K +$98K +4,054 New
ME
808
McIlrath & Eck
Washington
$97K +$8.81K +361 +10%
FMII
809
Farmers & Merchants Investments Inc
Nebraska
$95K – – –
SAM
810
S.A. Mason
Michigan
$95K +$2.43K +100 +3%
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K +$12.6K +517 +15%
BAM
812
Barrett Asset Management
New York
$93K -$6.27K -257 -6%
GFPC
813
Global Financial Private Client
Florida
$91.9K – – –
HR
814
Howe & Rusling
New York
$90K -$21.9K -898 -20%
LFG
815
Larson Financial Group
Missouri
$87K +$22.3K +912 +34%
AssetMark Inc
816
AssetMark Inc
California
$87K +$35.5K +1,446 +69%
HWA
817
HHM Wealth Advisors
Tennessee
$87K +$87K +3,555 New
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K -$3.65K -150 -4%
AIC
819
Archer Investment Corporation
Indiana
$86K – – –
WEC
820
Winslow Evans & Crocker
Massachusetts
$86K +$8.74K +352 +11%
WCG
821
Weaver Consulting Group
California
$84K -$931 -38 -1%
CAL
822
Capital Analysts LLC
Pennsylvania
$84K +$2.84K +117 +3%
TL
823
TrueWealth LLC
Georgia
$80K -$343 -14 -0.4%
FP
824
Financial Perspectives
Minnesota
$77.1K +$4.34K +178 +6%
CI
825
CX Institutional
Indiana
$77K +$5.06K +207 +7%
31 32
33
34 35