We are live on ! Find out more

963 hedge funds and large institutions have $8.09B invested in BP in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more call options, than puts

Call options by funds: $735M | Put options by funds: $618M

5% more capital invested

Capital invested by funds: $7.69B → $8.09B (+$394M)

10% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 332

0.04% more ownership

Funds ownership: 1.44%1.48% (+0.04%)

3% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 80

2% less funds holding

Funds holding: 980963 (-17)

Holders
963
Holders Change
-17
Holders Change %
-1.73%
% of All Funds
16.86%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
78
Increased
364
Reduced
332
Closed
80
Calls
$735M
Puts
$618M
Net Calls
+$118M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
851
Vigilant Capital Management
Maine
$31K +$28.7K +1,144 New
GKWIM
852
Gerber Kawasaki Wealth & Investment Management
California
$31K +$28.8K +1,149 New
SC
853
Sawyer & Company
Massachusetts
$30K
VNA
854
Valley National Advisers
Pennsylvania
$30K
RFA
855
Reilly Financial Advisors
California
$29K +$25 +1 +0.1%
HDIM
856
Hanson & Doremus Investment Management
Vermont
$29K +$6.34K +253 +31%
CPC
857
Consolidated Planning Corp
Georgia
$29K +$26.8K +1,068 New
CFA
858
Cahill Financial Advisors
Minnesota
$29K +$26.9K +1,072 New
SAM
859
Strategic Asset Management
Minnesota
$28K +$25.1K +1,000 New
SIS
860
Sound Income Strategies
Florida
$27K -$1.65K -66 -6%
KFA
861
Kelleher Financial Advisors
New York
$27K +$25.1K +1,000 New
1832 Asset Management
862
1832 Asset Management
Ontario, Canada
$26K
FPS
863
Fieldpoint Private Securities
Connecticut
$26K
MWC
864
MBM Wealth Consultants
Missouri
$26K
LF
865
Lee Financial
Texas
$25K
SWA
866
SOA Wealth Advisors
New York
$25K +$376 +15 +2%
FRA
867
Front Row Advisors
California
$25K +$6.71K +268 +41%
TAIM
868
TD Ameritrade Investment Management
Nebraska
$25K +$8.07K +322 +28%
GFPC
869
Global Financial Private Client
Florida
$24.4K
PO
870
Private Ocean
California
$24K
SA
871
SRH Advisors
Kansas
$24K
ACM
872
Antonetti Capital Management
Florida
$24K +$22.3K +892 New
PB
873
Pinnacle Bancorp
Nebraska
$23K
YAL
874
Your Advocates Ltd
Texas
$23K
WWM
875
Wolff Wiese Magana
California
$23K +$4.58K +183 +29%

BP Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2021, worth a combined $8.09B — up 5.1% from $7.69B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BP and 78 opened new positions — a net loss of 2 holders — while 332 trimmed existing stakes and 364 added.

The largest buyer was Bank of Montreal, adding an estimated $245M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $150M sold.

  • 963 institutional investors held BP (BP) as of Q3 2021, down from 980 in Q2 2021.
  • Funds reported $8.09B of BP stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 78 funds opened new BP positions in Q3 2021 and 80 closed out, a net change of -2 holders.
  • The largest BP buyer in Q3 2021 was Bank of Montreal, an estimated $245M added.
  • The largest BP seller in Q3 2021 was T. Rowe Price Associates, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2021.