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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
BAM
1026
Blueshift Asset Management
New Jersey
-$1.77M -46,904 Closed
WEPOG
1027
Wealth Enhancement & Preservation of GA
Georgia
-$1.63M -43,366 Closed
FM
1028
Family Management
New York
-$1.59M -42,024 Closed
JWCA
1029
J.W. Cole Advisors
Florida
-$1.48M -39,144 Closed
SIM
1030
Sterling Investment Management
Arizona
-$1.42M -37,740 Closed
HWM
1031
Hohimer Wealth Management
Washington
-$1.33M -35,310 Closed
CWG
1032
Cornerstone Wealth Group
North Carolina
-$1.3M -34,337 Closed
PCC
1033
Park Circle Company
Maryland
-$1.24M -32,900 Closed
RC
1034
RBF Capital
California
-$1.13M -30,000 Closed
CCIA
1035
Campbell & Co Investment Adviser
Maryland
-$1.11M -29,351 Closed
DTL
1036
Dynamic Technology Lab
Singapore
-$1.08M -28,683 Closed
KWA
1037
KCS Wealth Advisory
California
-$958K -25,374 Closed
TA
1038
TCG Advisors
Texas
-$938K -24,854 Closed
PP
1039
Paloma Partners
Connecticut
-$910K -24,109 Closed
SGI
1040
Summit Global Investments
Utah
-$884K -23,420 Closed
WPW
1041
Waldron Private Wealth
Pennsylvania
-$866K -22,965 Closed
HHAM
1042
HITE Hedge Asset Management
Massachusetts
-$808K -21,400 Closed
GT
1043
Greenleaf Trust
Michigan
-$776K -20,554 Closed
First Trust Advisors
1044
First Trust Advisors
Illinois
-$757K -20,055 Closed
HFS
1045
Howard Financial Services
Texas
-$753K -19,947 Closed
WWM
1046
Western Wealth Management
Colorado
-$713K -18,898 Closed
PWAP
1047
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$671K -17,932 Closed
ACC
1048
Accident Compensation Corp
New Zealand
-$652K -17,283 Closed
SPFA
1049
Summit Place Financial Advisors
New Jersey
-$634K -16,800 Closed
PAM
1050
Premier Asset Management
Illinois
-$612K -16,210 Closed

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.