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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
$291M
3
VH
ValueAct Holdings
California
$67.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$472M
5
State Street
State Street
Massachusetts
$694M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$167M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$177M
3
Sanders Capital
Sanders Capital
Florida
$82.1M
4
CVA
Ceredex Value Advisors
Florida
$0
5
Ameriprise
Ameriprise
Minnesota
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
1151
Evanson Asset Management
California
– -$226K -5,980 Closed
MYIA
1152
Mount Yale Investment Advisors
Colorado
– -$215K -5,945 Closed
JIC
1153
Joel Isaacson & Co
New York
– -$224K -5,942 Closed
WKWM
1154
Walter & Keenan Wealth Management
Indiana
– -$223K -5,922 Closed
MC
1155
Miles Capital
Iowa
– -$223K -5,905 Closed
ZIM
1156
Zacks Investment Management
Illinois
– -$220K -5,841 Closed
EFS
1157
Essex Financial Services
Connecticut
– -$219K -5,796 Closed
HFG
1158
Heron Financial Group
New York
– -$212K -5,793 Closed
VBFP
1159
Valtinson Bruner Financial Planning
Minnesota
– -$231K -5,786 Closed
RB
1160
Rodgers Brothers
Pennsylvania
– -$217K -5,743 Closed
BAC
1161
Boys Arnold & Co
North Carolina
– -$216K -5,727 Closed
CFG
1162
Cooper Financial Group
California
– -$215K -5,704 Closed
FWIA
1163
Fort Washington Investment Advisors
Ohio
– -$215K -5,702 Closed
QCIG
1164
Quad-Cities Investment Group
Iowa
– -$213K -5,649 Closed
BST
1165
Bath Savings Trust
Maine
– -$213K -5,631 Closed
BP
1166
Ballentine Partners
Massachusetts
– -$213K -5,626 Closed
CWS
1167
Cypress Wealth Services
California
– -$211K -5,590 Closed
RCM
1168
RNC Capital Management
California
– -$210K -5,568 Closed
CA
1169
Cornerstone Advisory
Maryland
– -$209K -5,547 Closed
GW
1170
GW & Wade
Massachusetts
– -$207K -5,481 Closed
EWM
1171
Evermay Wealth Management
Virginia
– -$205K -5,443 Closed
RBFC
1172
Roman Butler Fullerton & Co
Missouri
– -$205K -5,442 Closed
GWM
1173
GSB Wealth Management
Connecticut
– -$205K -5,420 Closed
OWD
1174
Osborn Williams & Donohoe
Ohio
– -$204K -5,414 Closed
MFW
1175
Mosaic Family Wealth
Missouri
– -$204K -5,399 Closed
45 46
47
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