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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 %
NAM
1176
North American Management
Massachusetts
– -$202K -5,364 Closed
RCM
1177
Radnor Capital Management
Pennsylvania
– -$202K -5,342 Closed
AWA
1178
Acorn Wealth Advisors
Michigan
– -$209K -5,321 Closed
MFG
1179
Menard Financial Group
Texas
– -$200K -5,303 Closed
BHA
1180
Beech Hill Advisors
New York
– -$200K -5,300 Closed
AIP
1181
ARS Investment Partners
New York
– -$200K -5,300 Closed
MTC
1182
McDaniel Terry & Co
Texas
– -$200K -5,300 Closed
SMG
1183
Spectrum Management Group
Indiana
– -$173K -4,597 Closed
BEAM
1184
Baker Ellis Asset Management
Washington
– -$170K -4,510 Closed
ONST
1185
Old North State Trust
North Carolina
– -$170K -4,505 Closed
New York State Teachers Retirement System (NYSTRS)
1186
New York State Teachers Retirement System (NYSTRS)
New York
– -$166K -4,399 Closed
ATFA
1187
All Terrain Financial Advisors
Minnesota
– -$160K -4,234 Closed
FPS
1188
Fieldpoint Private Securities
Connecticut
– -$111K -2,950 Closed
BWL
1189
Bogart Wealth LLC
Virginia
– -$109K -2,899 Closed
MGIA
1190
Moneta Group Investment Advisors
Missouri
– -$108K -2,862 Closed
CIA
1191
CSat Investment Advisory
Michigan
– -$101K -2,665 Closed
GDP
1192
Great Diamond Partners
Maine
– -$80K -2,124 Closed
CHAM
1193
Clear Harbor Asset Management
Connecticut
– -$57.4K -1,520 Closed
Canada Pension Plan Investment Board
1194
Canada Pension Plan Investment Board
Ontario, Canada
– -$48K -1,281 Closed
THWM
1195
Taylor Hoffman Wealth Management
Virginia
– -$44K -1,156 Closed
EWA
1196
Evolution Wealth Advisors
Florida
– -$38K -1,014 Closed
HCA
1197
Horan Capital Advisors
Ohio
– -$29K -775 Closed
KC
1198
Knuff & Co
California
– -$26K -700 Closed
AWM
1199
Atticus Wealth Management
Florida
– -$23K -618 Closed
BWM
1200
Baystate Wealth Management
Massachusetts
– -$17K -444 Closed
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