We are live on ! Find out more

1,182 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, 382 increasing their positions, 432 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 93

4% more funds holding

Funds holding: 1,1361,182 (+46)

2% more call options, than puts

Call options by funds: $982M | Put options by funds: $959M

0.06% more ownership

Funds ownership: 1.91%1.97% (+0.06%)

6% less capital invested

Capital invested by funds: $12.7B → $12B (-$700M)

12% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 432

19% less funds holding in top 10

Funds holding in top 10: 2722 (-5)

Holders
1,182
Holders Change
+46
Holders Change %
+4.05%
% of All Funds
17.23%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
161
Increased
382
Reduced
432
Closed
93
Calls
$982M
Puts
$959M
Net Calls
+$22.6M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1176
Horizon Investments
North Carolina
$814 +$842 +23 New
PS
1177
Planned Solutions
California
$779 +$806 +22 New
TCG
1178
Transcendent Capital Group
Oklahoma
$743 +$769 +21 New
CPG
1179
Cornerstone Planning Group
New Jersey
$389
TFG
1180
Team Financial Group
California
$341
KIG
1181
Kessler Investment Group
Indiana
$177
FWM
1182
Focused Wealth Management
New York
$106
MIM
1183
Merewether Investment Management
Texas
-$40.6M -1,048,400 Closed
DKCM
1184
Davidson Kempner Capital Management
New York
-$36.3M -937,245 Closed
Alyeska Investment Group
1185
Alyeska Investment Group
Illinois
-$17M -438,774 Closed
TC
1186
Teilinger Capital
Texas
-$15.7M -404,400 Closed
CSS
1187
Cubist Systematic Strategies
Connecticut
-$15M -387,052 Closed
YCM
1188
Yaupon Capital Management
New York
-$12.7M -327,810 Closed
ST
1189
SAL Trading
Pennsylvania
-$10.1M -261,800 Closed
Voloridge Investment Management
1190
Voloridge Investment Management
Florida
-$6.16M -158,973 Closed
GFG
1191
Greystone Financial Group
Michigan
-$5.63M -145,407 Closed
RIA
1192
Recurrent Investment Advisors
Texas
-$692K -129,611 Closed
MFS
1193
Mirabella Financial Services
United Kingdom
-$4.81M -124,137 Closed
HF
1194
HRT Financial
New York
-$2.01M -51,938 Closed
CC
1195
Carrhae Capital
United Kingdom
-$1.31M -33,753 Closed
CWM
1196
Calamos Wealth Management
Illinois
-$1.18M -30,434 Closed
MWA
1197
Monograph Wealth Advisors
California
-$1.16M -30,049 Closed
FEG
1198
Financial Enhancement Group
Indiana
-$943K -23,458 Closed
JF
1199
Jump Financial
Illinois
-$782K -20,192 Closed
BMCM
1200
Bryn Mawr Capital Management
Pennsylvania
-$674K -17,400 Closed

BP Hedge Fund Activity: Q4 2023 in Review

1,182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2023, worth a combined $12B — down 5.5% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new BP positions and 93 closed out — a net gain of 68 holders — while 382 added to existing stakes and 432 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $481M. The largest seller was Citadel Advisors, cutting an estimated $127M.

  • 1,182 institutional investors held BP (BP) as of Q4 2023, up from 1,136 in Q3 2023.
  • Funds reported $12B of BP stock for Q4 2023, down 5.5% quarter-over-quarter.
  • 161 funds opened new BP positions in Q4 2023 and 93 closed out, a net change of +68 holders.
  • The largest BP buyer in Q4 2023 was Morgan Stanley, an estimated $481M added.
  • The largest BP seller in Q4 2023 was Citadel Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2023.