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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 %
GKIM
951
GW&K Investment Management
Massachusetts
$9K -$10.3M -419,185 -100%
SFA
952
Semmax Financial Advisors
North Carolina
$9K -$14.7K -601 -62%
PCFFS
953
Pacific Center for Financial Services
California
$9K -$7.71K -300 -46%
QAM
954
QCI Asset Management
New York
$9K +$1.13K +48 +14%
CAGAS
955
Capital Advisory Group Advisory Services
Minnesota
$8K -$221K -9,046 -97%
TF
956
TimeScale Financial
Massachusetts
$8K -$23.3K -1,058 -74%
SFG
957
Sowa Financial Group
Rhode Island
$8K – – –
CFG
958
CKW Financial Group
Hawaii
$8K – – –
EW
959
Evoke Wealth
California
$7.91K -$90.9K -3,720 -92%
CIA
960
Cascade Investment Advisors
Oregon
$7.32K – – –
BAM
961
Bellevue Asset Management
Washington
$7K – – –
SL
962
Salomon & Ludwin
Virginia
$7K – – –
MWM
963
MBE Wealth Management
Wisconsin
$7K +$7K +319 New
PWMG
964
Prestige Wealth Management Group
New Jersey
$6K -$1.51K -57 -20%
MFT
965
Moisand Fitzgerald Tamayo
Florida
$6K -$577 -25 -9%
RTC
966
Riverview Trust Company
Washington
$6K – – –
CYG
967
Clean Yield Group
Vermont
$6K – – –
AAP
968
Arax Advisory Partners
Colorado
$6K +$2.38K +105 +66%
PW
969
Price Wealth
Texas
$5K -$3.69K -160 -42%
NL
970
NVWM LLC
Pennsylvania
$5K +$1.8K +72 +56%
FGAM
971
Financial Gravity Asset Management
Texas
$4.18K -$9.66K -397 -70%
LWA
972
Lenox Wealth Advisors
New York
$4K +$1.86K +85 +87%
PFO
973
Pathstone Family Office
New Jersey
$4K +$4K +146 New
YAL
974
Your Advocates Ltd
Texas
$4K +$4K +150 New
LSA
975
Lion Street Advisors
Texas
$4K +$4K +150 New
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