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1,079 hedge funds and large institutions have $13.7B invested in BP in 2019 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 288 increasing their positions, 698 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $665M | Put options by funds: $511M

0.06% less ownership

Funds ownership: 1.83%1.77% (-0.06%)

7% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,0971,079 (-18)

10% less capital invested

Capital invested by funds: $15.3B → $13.7B (-$1.57B)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

59% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 698

Holders
1,079
Holders Change
-18
Holders Change %
-1.64%
% of All Funds
23.66%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
90
Increased
288
Reduced
698
Closed
97
Calls
$665M
Puts
$511M
Net Calls
+$154M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1051
Tortoise Investment Management
New York
$10K -$153 -4 -1%
CYG
1052
Clean Yield Group
Vermont
$9K -$153 -4 -2%
PWMG
1053
Prestige Wealth Management Group
New Jersey
$9K -$153 -4 -2%
LWM
1054
Lenox Wealth Management
Ohio
$8K -$4.5K -118 -34%
TFGT
1055
TS Financial Group (TSFG)
Illinois
$8K -$114 -3 -1%
TRCT
1056
Tower Research Capital (TRC)
New York
$7K -$792K -20,750 -99%
PFO
1057
Pathstone Family Office
New Jersey
$7K -$126K -3,308 -95%
AAP
1058
Arax Advisory Partners
Colorado
$6K -$8.78K -230 -59%
GAM
1059
Gemmer Asset Management
California
$6K -$114 -3 -2%
OFS
1060
Orrstown Financial Services
Pennsylvania
$6K -$114 -3 -2%
AM
1061
Atwater Malick
Pennsylvania
$6K +$6.49K +170 New
PWP
1062
Personal Wealth Partners
Minnesota
$5K -$6.07K -159 -53%
JPLA
1063
Joseph P. Lucia & Associates
New York
$5K -$76 -2 -2%
GWAG
1064
Garrett Wealth Advisory Group
Texas
$4.75K +$4.77K +125 New
GT
1065
Glenmede Trust
Pennsylvania
$4.23K -$2.09M -54,853 -33%
SQA
1066
Simon Quick Advisors
New Jersey
$4K -$16.9K -443 -81%
FEG
1067
Financial Enhancement Group
Indiana
$4K -$76 -2 -2%
CWM
1068
Cranbrook Wealth Management
Michigan
$3K -$38 -1 -1%
FMTCOCP
1069
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K -$38 -1 -1%
CQS
1070
Credential Qtrade Securities
$2.73K -$373K -9,786 -99%
ACM
1071
AUA Capital Management
Pennsylvania
$2K -$38 -1 -2%
MCM
1072
MV Capital Management
Maryland
$2K +$1.79K +47 New
WA
1073
WestEnd Advisors
North Carolina
$1.9K +$1.91K +50 New
FCH
1074
Freestone Capital Holdings
Washington
$1.26K +$152K +3,990 +14%
BRC
1075
Bell Rock Capital
Delaware
$1K

BP Hedge Fund Activity: Q3 2019 in Review

1,079 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2019, worth a combined $13.7B — down 10% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of BP and 90 opened new positions — a net loss of 7 holders — while 698 trimmed existing stakes and 288 added.

The largest buyer was Renaissance Technologies, adding an estimated $203M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $632M.

  • 1,079 institutional investors held BP (BP) as of Q3 2019, down from 1,097 in Q2 2019.
  • Funds reported $13.7B of BP stock for Q3 2019, down 10% quarter-over-quarter.
  • 90 funds opened new BP positions in Q3 2019 and 97 closed out, a net change of -7 holders.
  • The largest BP buyer in Q3 2019 was Renaissance Technologies, an estimated $203M added.
  • The largest BP seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $632M sold.

Based on aggregated 13F filings for Q3 2019.