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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
FP
826
Financial Perspectives
Minnesota
$77.1K +$5.76K +178 +6%
CI
827
CX Institutional
Indiana
$77K +$6.69K +207 +7%
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$76K -$2.85K -88 -3%
Toronto Dominion Bank
829
Toronto Dominion Bank
Ontario, Canada
$76K -$1.42K -44 -1%
TF
830
Tompkins Financial
New York
$76K +$5.53K +171 +6%
BWA
831
Burt Wealth Advisors
Maryland
$75K
JAM
832
JCIC Asset Management
Ontario, Canada
$74K -$22.2K -686 -18%
VC
833
Vestor Capital
Illinois
$74K
CAN
834
Claraphi Advisory Network
United States
$74K +$97.9K +3,028 New
SC
835
Steph & Co
Wisconsin
$73K
WAS
836
Winch Advisory Services
Wisconsin
$72K -$2.63M -81,243 -96%
VNA
837
Valley National Advisers
Pennsylvania
$72K +$3.07K +95 +3%
SSB
838
Sandy Spring Bank
Maryland
$70K -$109K -3,374 -54%
ANBT
839
American National Bank & Trust
Texas
$70K +$69.1K +2,136 +293%
AW
840
Avion Wealth
Texas
$70K +$92.6K +2,863 New
SMFS
841
Squar Milner Financial Services
California
$66K
ADL
842
Asset Dedication LLC
California
$65K -$50.3K -1,554 -37%
OPS
843
Orion Portfolio Solutions
Nebraska
$65K -$4.95K -153 -5%
RE
844
RBC Europe
United Kingdom
$64.6K +$323 +10 +0.4%
LWA
845
Lowe Wealth Advisors
Maryland
$64K +$32.3K +1,000 +62%
PO
846
Private Ocean
California
$64K +$85.6K +2,648 New
LC
847
Lindbrook Capital
California
$63K -$102K -3,150 -55%
AIM
848
Anchor Investment Management
South Carolina
$62.8K +$65 +2 +0.1%
FCM
849
Firestone Capital Management
Florida
$62K +$13.2K +407 +19%
ACA
850
Atlas Capital Advisors
Wyoming
$62K -$12.3K -379 -13%

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.