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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
MFW
1176
Mosaic Family Wealth
Missouri
-$204K -5,399 Closed
NAM
1177
North American Management
Massachusetts
-$202K -5,364 Closed
RCM
1178
Radnor Capital Management
Pennsylvania
-$202K -5,342 Closed
AWA
1179
Acorn Wealth Advisors
Michigan
-$209K -5,321 Closed
MFG
1180
Menard Financial Group
Texas
-$200K -5,303 Closed
AIP
1181
ARS Investment Partners
New York
-$200K -5,300 Closed
BHA
1182
Beech Hill Advisors
New York
-$200K -5,300 Closed
MTC
1183
McDaniel Terry & Co
Texas
-$200K -5,300 Closed
SMG
1184
Spectrum Management Group
Indiana
-$173K -4,597 Closed
BEAM
1185
Baker Ellis Asset Management
Washington
-$170K -4,510 Closed
ONST
1186
Old North State Trust
North Carolina
-$170K -4,505 Closed
New York State Teachers Retirement System (NYSTRS)
1187
New York State Teachers Retirement System (NYSTRS)
New York
-$166K -4,399 Closed
ATFA
1188
All Terrain Financial Advisors
Minnesota
-$160K -4,234 Closed
FPS
1189
Fieldpoint Private Securities
Connecticut
-$111K -2,950 Closed
BWL
1190
Bogart Wealth LLC
Virginia
-$109K -2,899 Closed
MGIA
1191
Moneta Group Investment Advisors
Missouri
-$108K -2,862 Closed
CIA
1192
CSat Investment Advisory
Michigan
-$101K -2,665 Closed
GDP
1193
Great Diamond Partners
Maine
-$80K -2,124 Closed
CHAM
1194
Clear Harbor Asset Management
Connecticut
-$57.4K -1,520 Closed
Canada Pension Plan Investment Board
1195
Canada Pension Plan Investment Board
Ontario, Canada
-$48K -1,281 Closed
THWM
1196
Taylor Hoffman Wealth Management
Virginia
-$44K -1,156 Closed
EWA
1197
Evolution Wealth Advisors
Florida
-$38K -1,014 Closed
HCA
1198
Horan Capital Advisors
Ohio
-$29K -775 Closed
KC
1199
Knuff & Co
California
-$26K -700 Closed
AWM
1200
Atticus Wealth Management
Florida
-$23K -618 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.