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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
MIS
1126
Morningstar Investment Services
Illinois
-$235K -5,730 Closed
NP
1127
NS Partners
United Kingdom
-$231K -5,641 Closed
WSTAM
1128
Wilbanks Smith & Thomas Asset Management
Virginia
-$229K -5,581 Closed
SBWM
1129
Sunflower Bank Wealth Management
Arizona
-$220K -5,354 Closed
OKSA
1130
O'Keefe Stevens Advisory
New York
-$219K -5,347 Closed
PFA
1131
Paradigm Financial Advisors
Missouri
-$219K -5,344 Closed
MFW
1132
Mosaic Family Wealth
Missouri
-$219K -5,329 Closed
YWP
1133
YorkBridge Wealth Partners
New York
-$215K -5,238 Closed
ACA
1134
Aptus Capital Advisors
Alabama
-$213K -5,211 Closed
MFG
1135
Merit Financial Group
Georgia
-$213K -5,207 Closed
BFA
1136
Beaumont Financial Advisors
Massachusetts
-$213K -5,202 Closed
AFM
1137
Andesa Financial Management
Pennsylvania
-$213K -5,201 Closed
GRQ
1138
Gardner Russo & Quinn
Pennsylvania
-$213K -5,185 Closed
BMC
1139
Beaton Management Company
Massachusetts
-$212K -5,169 Closed
HIMCH
1140
Hartford Investment Management Co (HIMCO)
Connecticut
-$210K -5,112 Closed
ZIM
1141
Zacks Investment Management
Illinois
-$210K -5,111 Closed
BTW
1142
Boston Trust Walden
Massachusetts
-$206K -5,024 Closed
RB
1143
Rodgers Brothers
Pennsylvania
-$205K -4,996 Closed
GCAC
1144
Guardian Capital Advisors (Canada)
Ontario, Canada
-$202K -4,983 Closed
EWF
1145
Epstein & White Financial
California
-$205K -4,952 Closed
PP
1146
Pension Partners
New York
-$203K -4,951 Closed
SC
1147
Schulhoff & Co
Ohio
-$201K -4,918 Closed
FNT
1148
First Nebraska Trust
Nebraska
-$201K -4,894 Closed
MSU
1149
Mizuho Securities USA
New York
-$200K -4,881 Closed
TNBTD
1150
Trustmark National Bank Trust Department
Mississippi
-$177K -4,322 Closed

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.