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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 %
RBC
901
Roble Belko & Company
Pennsylvania
$26K +$1.35K +56 +5%
CFFP
902
Center for Financial Planning
Michigan
$26K +$1.73K +72 +7%
FCH
903
Freestone Capital Holdings
Washington
$25.8K +$10.3K +24,074 +66%
HWA
904
Heritage Wealth Advisors
Virginia
$25.6K -$45K -1,845 -64%
TCM
905
TD Capital Management
Tennessee
$25K +$3.68K +150 +17%
WWM
906
Willingdon Wealth Management
North Carolina
$24K -$174K -7,230 -88%
GTAM
907
Global Trust Asset Management
Florida
$24K – – –
M
908
MOTCO
Texas
$24K – – –
AIS
909
Accurate Investment Solutions
Pennsylvania
$24K +$632 +26 +3%
VRM
910
Vectors Research Management
New York
$24K +$6K +250 +33%
HS
911
Horan Securities
United States
$24K +$24K +997 New
SFSIG
912
San Francisco Sentry Investment Group
California
$23K -$33.1K -1,338 -59%
SBL
913
Sargent Bickham Lagudis
Colorado
$23K -$22K -897 -49%
MF
914
Manchester Financial
California
$23K – – –
CBT
915
Central Bank & Trust
Kentucky
$23K – – –
SIS
916
Sound Income Strategies
Florida
$23K +$3.34K +138 +17%
MCM
917
McMillion Capital Management
North Carolina
$22K +$22K +897 New
SA
918
SRH Advisors
Kansas
$21K – – –
FNBOSM
919
First National Bank of South Miami
Florida
$21K – – –
ST
920
Sageworth Trust
Pennsylvania
$20K – – –
PMFA
921
Plante Moran Financial Advisors
Michigan
$18K -$2.47K -100 -12%
SIAS
922
Shine Investment Advisory Services
Colorado
$18K +$2.46K +100 +16%
Credit Agricole
923
Credit Agricole
France
$18K +$8.17K +329 +83%
AWA
924
Arkadios Wealth Advisors
Georgia
$17.9K -$15.7K -642 -47%
EAM
925
Eukles Asset Management
Ohio
$17K – – –
35 36
37
38 39