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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 %
WEPOG
1026
Wealth Enhancement & Preservation of GA
Georgia
– -$1.63M -43,366 Closed
FM
1027
Family Management
New York
– -$1.59M -42,024 Closed
JWCA
1028
J.W. Cole Advisors
Florida
– -$1.48M -39,144 Closed
SIM
1029
Sterling Investment Management
Arizona
– -$1.42M -37,740 Closed
HWM
1030
Hohimer Wealth Management
Washington
– -$1.33M -35,310 Closed
CWG
1031
Cornerstone Wealth Group
North Carolina
– -$1.3M -34,337 Closed
PCC
1032
Park Circle Company
Maryland
– -$1.24M -32,900 Closed
RC
1033
RBF Capital
California
– -$1.13M -30,000 Closed
CCIA
1034
Campbell & Co Investment Adviser
Maryland
– -$1.11M -29,351 Closed
DTL
1035
Dynamic Technology Lab
Singapore
– -$1.08M -28,683 Closed
KWA
1036
KCS Wealth Advisory
California
– -$958K -25,374 Closed
TA
1037
TCG Advisors
Texas
– -$938K -24,854 Closed
PP
1038
Paloma Partners
Connecticut
– -$910K -24,109 Closed
SGI
1039
Summit Global Investments
Utah
– -$884K -23,420 Closed
WPW
1040
Waldron Private Wealth
Pennsylvania
– -$866K -22,965 Closed
HHAM
1041
HITE Hedge Asset Management
Massachusetts
– -$808K -21,400 Closed
GT
1042
Greenleaf Trust
Michigan
– -$776K -20,554 Closed
First Trust Advisors
1043
First Trust Advisors
Illinois
– -$757K -20,055 Closed
HFS
1044
Howard Financial Services
Texas
– -$753K -19,947 Closed
WWM
1045
Western Wealth Management
Colorado
– -$713K -18,898 Closed
PWAP
1046
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$671K -17,932 Closed
ACC
1047
Accident Compensation Corp
New Zealand
– -$652K -17,283 Closed
SPFA
1048
Summit Place Financial Advisors
New Jersey
– -$634K -16,800 Closed
PAM
1049
Premier Asset Management
Illinois
– -$612K -16,210 Closed
JFL
1050
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$604K -16,011 Closed
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