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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
SC
901
Sawyer & Company
Massachusetts
$27K
RBC
902
Roble Belko & Company
Pennsylvania
$26K +$1.81K +56 +5%
CFFP
903
Center for Financial Planning
Michigan
$26K +$2.33K +72 +7%
FCH
904
Freestone Capital Holdings
Washington
$25.8K +$778K +24,074 +66%
HWA
905
Heritage Wealth Advisors
Virginia
$25.6K -$59.7K -1,845 -64%
TCM
906
TD Capital Management
Tennessee
$25K +$4.85K +150 +17%
WWM
907
Willingdon Wealth Management
North Carolina
$24K -$234K -7,230 -88%
GTAM
908
Global Trust Asset Management
Florida
$24K
M
909
MOTCO
Texas
$24K
AIS
910
Accurate Investment Solutions
Pennsylvania
$24K +$841 +26 +3%
VRM
911
Vectors Research Management
New York
$24K +$8.08K +250 +33%
HS
912
Horan Securities
United States
$24K +$32.2K +997 New
SFSIG
913
San Francisco Sentry Investment Group
California
$23K -$43.3K -1,338 -59%
SBL
914
Sargent Bickham Lagudis
Colorado
$23K -$29K -897 -49%
CBT
915
Central Bank & Trust
Kentucky
$23K
MF
916
Manchester Financial
California
$23K
SIS
917
Sound Income Strategies
Florida
$23K +$4.46K +138 +17%
MCM
918
McMillion Capital Management
North Carolina
$22K +$29K +897 New
FNBOSM
919
First National Bank of South Miami
Florida
$21K
SA
920
SRH Advisors
Kansas
$21K
ST
921
Sageworth Trust
Pennsylvania
$20K
PMFA
922
Plante Moran Financial Advisors
Michigan
$18K -$3.23K -100 -12%
SIAS
923
Shine Investment Advisory Services
Colorado
$18K +$3.23K +100 +16%
Credit Agricole
924
Credit Agricole
France
$18K +$10.6K +329 +83%
AWA
925
Arkadios Wealth Advisors
Georgia
$17.9K -$20.8K -642 -47%

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.