We are live on ! Find out more

1,182 hedge funds and large institutions have $12B invested in BP in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 382 increasing their positions, 432 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 93

4% more funds holding

Funds holding: 1,1361,182 (+46)

2% more call options, than puts

Call options by funds: $982M | Put options by funds: $959M

0.06% more ownership

Funds ownership: 1.91%1.97% (+0.06%)

6% less capital invested

Capital invested by funds: $12.7B → $12B (-$700M)

12% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 432

19% less funds holding in top 10

Funds holding in top 10: 2722 (-5)

Holders
1,182
Holders Change
+46
Holders Change %
+4.05%
% of All Funds
17.23%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
161
Increased
382
Reduced
432
Closed
93
Calls
$982M
Puts
$959M
Net Calls
+$22.6M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$18.5M +$487K +13,296 +3%
JCM
77
Janney Capital Management
Pennsylvania
$18.3M -$2.78M -75,873 -13%
WCM
78
Wedge Capital Management
North Carolina
$17.7M +$2.4M +65,425 +15%
CS
79
Clear Street
New York
$17.7M +$18.3M +500,000 New
HHAM
80
HITE Hedge Asset Management
Massachusetts
$17.7M +$18.3M +499,797 New
Grantham, Mayo, Van Otterloo & Co (GMO)
81
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.7M -$25.9M -706,529 -59%
Assenagon Asset Management
82
Assenagon Asset Management
Luxembourg
$17.6M +$8.79M +240,156 +94%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$17.3M +$2.17M +59,379 +14%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$17M +$774K +21,122 +5%
ERSOT
85
Employees Retirement System of Texas
Texas
$15.9M
Two Sigma Investments
86
Two Sigma Investments
New York
$15.9M +$14.8M +404,955 +923%
SSA
87
Schonfeld Strategic Advisors
New York
$15.8M -$7.87M -214,830 -32%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$15.8M -$791K -21,600 -5%
Verition Fund Management
89
Verition Fund Management
Connecticut
$15.5M -$3.28M -89,578 -17%
KCM
90
Kornitzer Capital Management
Kansas
$14.3M -$14.6K -400 -0.1%
Norges Bank
91
Norges Bank
Norway
$14.2M -$72.8M -1,986,946 -83%
EPAM
92
Euro Pacific Asset Management
Puerto Rico
$13.9M -$17.9K -489 -0.1%
WIC
93
Wilkins Investment Counsel
Massachusetts
$13.3M +$893K +24,390 +7%
Mariner
94
Mariner
Kansas
$13.1M +$843K +23,019 +7%
BIP
95
Brandes Investment Partners
California
$12.9M +$5.07M +138,325 +61%
DS
96
DRW Securities
Illinois
$12.9M +$338K +9,218 +3%
PFCS
97
Pale Fire Capital SE
Czech Republic
$12.6M -$116M -3,177,816 -90%
CGA
98
Compound Global Advisors
Washington
$12.5M -$9.94M -271,469 -43%
GIM
99
Generate Investment Management
New Zealand
$12.5M +$12.9M +352,700 New
GF
100
Gabelli Funds
New York
$12.5M -$886K -24,200 -6%

BP Hedge Fund Activity: Q4 2023 in Review

1,182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2023, worth a combined $12B — down 5.5% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new BP positions and 93 closed out — a net gain of 68 holders — while 382 added to existing stakes and 432 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $481M. The largest seller was Citadel Advisors, cutting an estimated $127M.

  • 1,182 institutional investors held BP (BP) as of Q4 2023, up from 1,136 in Q3 2023.
  • Funds reported $12B of BP stock for Q4 2023, down 5.5% quarter-over-quarter.
  • 161 funds opened new BP positions in Q4 2023 and 93 closed out, a net change of +68 holders.
  • The largest BP buyer in Q4 2023 was Morgan Stanley, an estimated $481M added.
  • The largest BP seller in Q4 2023 was Citadel Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2023.