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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
FFA
1151
First Foundation Advisors
California
-$226K -5,994 Closed
EAM
1152
Evanson Asset Management
California
-$226K -5,980 Closed
MYIA
1153
Mount Yale Investment Advisors
Colorado
-$215K -5,945 Closed
JIC
1154
Joel Isaacson & Co
New York
-$224K -5,942 Closed
WKWM
1155
Walter & Keenan Wealth Management
Indiana
-$223K -5,922 Closed
MC
1156
Miles Capital
Iowa
-$223K -5,905 Closed
ZIM
1157
Zacks Investment Management
Illinois
-$220K -5,841 Closed
EFS
1158
Essex Financial Services
Connecticut
-$219K -5,796 Closed
HFG
1159
Heron Financial Group
New York
-$212K -5,793 Closed
VBFP
1160
Valtinson Bruner Financial Planning
Minnesota
-$231K -5,786 Closed
RB
1161
Rodgers Brothers
Pennsylvania
-$217K -5,743 Closed
BAC
1162
Boys Arnold & Co
North Carolina
-$216K -5,727 Closed
CFG
1163
Cooper Financial Group
California
-$215K -5,704 Closed
FWIA
1164
Fort Washington Investment Advisors
Ohio
-$215K -5,702 Closed
QCIG
1165
Quad-Cities Investment Group
Iowa
-$213K -5,649 Closed
BST
1166
Bath Savings Trust
Maine
-$213K -5,631 Closed
BP
1167
Ballentine Partners
Massachusetts
-$213K -5,626 Closed
CWS
1168
Cypress Wealth Services
California
-$211K -5,590 Closed
RCM
1169
RNC Capital Management
California
-$210K -5,568 Closed
CA
1170
Cornerstone Advisory
Maryland
-$209K -5,547 Closed
GW
1171
GW & Wade
Massachusetts
-$207K -5,481 Closed
EWM
1172
Evermay Wealth Management
Virginia
-$205K -5,443 Closed
RBFC
1173
Roman Butler Fullerton & Co
Missouri
-$205K -5,442 Closed
GWM
1174
GSB Wealth Management
Connecticut
-$205K -5,420 Closed
OWD
1175
Osborn Williams & Donohoe
Ohio
-$204K -5,414 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.