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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
APWM
876
Atlas Private Wealth Management
New York
$44K +$32 +1 +0.1%
DTIM
877
Danda Trouve Investment Management
Kansas
$43K +$259 +8 +0.5%
JWA
878
JFS Wealth Advisors
Pennsylvania
$43K +$16.8K +519 +42%
BBHC
879
Brown Brothers Harriman & Co
New York
$40K -$88.7K -2,743 -62%
BDWM
880
Brewin Dolphin Wealth Management
Ireland
$40K
EDRH
881
Edmond de Rothschild Holding
Switzerland
$39K -$2.31M -71,300 -98%
TFO
882
Tarbox Family Office
California
$39K
RFWA
883
RPg Family Wealth Advisory
Massachusetts
$38.6K
MWC
884
MBM Wealth Consultants
Missouri
$38K
CHA
885
Carmichael Hill & Associates
Maryland
$38K +$259 +8 +0.5%
AIP
886
Ameritas Investment Partners
Nebraska
$37K
CCM
887
Cox Capital Management
Massachusetts
$37K +$31.3K +969 New
AP
888
Arlington Partners
Alabama
$35K +$1.75K +54 +4%
LF
889
Lee Financial
Texas
$34K -$601K -18,585 -93%
IFAM
890
Institutional & Family Asset Management
Colorado
$34K
FWM
891
Focused Wealth Management
New York
$33K +$24.3K +750 +124%
GSWM
892
Golden State Wealth Management
California
$33K +$43.5K +1,345 New
CFD
893
Creative Financial Designs
Indiana
$32K
TFGT
894
TS Financial Group (TSFG)
Illinois
$32K +$35.9K +1,110 +555%
SC
895
Solstein Capital
California
$32K +$42.7K +1,319 New
EWM
896
EPG Wealth Management
Georgia
$31K +$8.86K +274 +28%
GCM
897
Gables Capital Management
Florida
$31K +$25.9K +800 +172%
CTB
898
Country Trust Bank
Illinois
$30K
CSS
899
Cubist Systematic Strategies
Connecticut
$29K -$5.52M -170,856 -99%
SWM
900
Selective Wealth Management
Virginia
$29K

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.