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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 %
BOPW
1126
Brandywine Oak Private Wealth
Pennsylvania
– -$251K -6,663 Closed
ACM
1127
Ategra Capital Management
Virginia
– -$251K -6,650 Closed
GIM
1128
Greenwich Investment Management
Connecticut
– -$248K -6,560 Closed
WA
1129
Winfield Associates
Ohio
– -$245K -6,480 Closed
DA
1130
Detalus Advisors
Missouri
– -$242K -6,409 Closed
VWA
1131
Visionary Wealth Advisors
Illinois
– -$239K -6,332 Closed
FMW
1132
Farr Miller & Washington
District of Columbia
– -$239K -6,321 Closed
PWA
1133
Providence Wealth Advisors
Illinois
– -$238K -6,320 Closed
CCM
1134
Compton Capital Management
Rhode Island
– -$238K -6,312 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1135
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$238K -6,300 Closed
GLA
1136
Great Lakes Advisors
Illinois
– -$235K -6,217 Closed
SIC
1137
Samalin Investment Counsel
New York
– -$233K -6,186 Closed
TCOO
1138
Trust Company of Oklahoma
Oklahoma
– -$233K -6,172 Closed
QCM
1139
Quest Capital Management
Texas
– -$232K -6,152 Closed
HFA
1140
Huber Financial Advisors
Illinois
– -$231K -6,133 Closed
DCM
1141
Donaldson Capital Management
Indiana
– -$231K -6,128 Closed
PRC
1142
Pearl River Capital
Michigan
– -$231K -6,123 Closed
QT
1143
Quantamental Technologies
New York
– -$231K -6,123 Closed
IA
1144
IFG Advisors
Missouri
– -$230K -6,088 Closed
HFAS
1145
Hummer Financial Advisory Services
Illinois
– -$230K -6,084 Closed
PMG
1146
ProVise Management Group
Florida
– -$229K -6,068 Closed
SCM
1147
Schnieders Capital Management
California
– -$229K -6,057 Closed
FCBT
1148
First Citizens Bank & Trust
North Carolina
– -$227K -6,021 Closed
MBTD
1149
Mechanics Bank - Trust Department
California
– -$227K -6,009 Closed
FFA
1150
First Foundation Advisors
California
– -$226K -5,994 Closed
44 45
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