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BP
BP

Overview Fund Activity

1,177 hedge funds and large institutions have $12B invested in BP in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 380 increasing their positions, 431 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+46
Holders Change %
+4.07%
% of All Funds
17.26%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
161
Increased
380
Reduced
431
Closed
93
Calls
$982M
Puts
$959M
Net Calls
+$22.6M
Net Calls Change
-$141M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$961M
2
Millennium Management
Millennium Management
New York
$270M
3
Optiver Holding
Optiver Holding
Netherlands
$95.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$117M
5
MIP
Mondrian Investment Partners
United Kingdom
$146M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$156M
2
PFCS
Pale Fire Capital SE
Czech Republic
$12.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$653M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$4.78M
5
Holocene Advisors
Holocene Advisors
New York
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1151
Cranbrook Wealth Management
Michigan
$2.9K – – –
WAG
1152
Wiser Advisor Group
Arizona
$2.86K +$2.86K +81 New
TWD
1153
True Wealth Design
Ohio
$2.76K +$71 +2 +3%
JFA
1154
JNBA Financial Advisors
Minnesota
$2.51K – – –
FBC
1155
Fairfield, Bush & Co
Connecticut
$2.12K +$2.12K +60 New
TFM
1156
TFC Financial Management
Massachusetts
$2.02K -$3.68K -104 -65%
PCWA
1157
Pacific Capital Wealth Advisors
California
$1.95K +$1.95K +55 New
AWM
1158
Abound Wealth Management
Tennessee
$1.81K – – –
PCFFS
1159
Pacific Center for Financial Services
California
$1.77K – – –
WPWM
1160
Western Pacific Wealth Management
Illinois
$1.76K +$35 +1 +2%
FFL
1161
Financial Freedom LLC
Ohio
$1.74K – – –
BAM
1162
Byrne Asset Management
New Jersey
$1.68K – – –
CJ
1163
Caitlin John
Michigan
$1.52K +$1.52K +43 New
EC
1164
EdgeRock Capital
Colorado
$1.46K +$1.46K +42 New
IWP
1165
IAG Wealth Partners
Wisconsin
$1.42K – – –
PCA
1166
Providence Capital Advisors
North Carolina
$1.38K – – –
CAM
1167
ClariVest Asset Management
California
$1.31K +$1.31K +37 New
SIC
1168
SJS Investment Consulting
Ohio
$956 -$14.2K -402 -94%
BWM
1169
Baystate Wealth Management
Massachusetts
$919 +$772 +21 +525%
HWM
1170
HighMark Wealth Management
Minnesota
$854 +$854 +24 New
HI
1171
Horizon Investments
North Carolina
$814 +$814 +23 New
PS
1172
Planned Solutions
California
$779 +$779 +22 New
TCG
1173
Transcendent Capital Group
Oklahoma
$743 +$743 +21 New
CPG
1174
Cornerstone Planning Group
New Jersey
$389 – – –
TFG
1175
Team Financial Group
California
$341 – – –
45 46
47
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