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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
BWM
1201
Baystate Wealth Management
Massachusetts
-$17K -444 Closed
TCWM
1202
Total Clarity Wealth Management
Illinois
-$17K -440 Closed
RMAM
1203
Raab & Moskowitz Asset Management
New Jersey
-$15K -406 Closed
TWP
1204
TFO Wealth Partners
Ohio
-$15K -400 Closed
EWP
1205
Engrave Wealth Partners
Texas
-$11.2K -347 -93%
IWA
1206
Intercontinental Wealth Advisors
Texas
-$11K -293 Closed
WCM
1207
Wealthcare Capital Management
Virginia
-$11K -291 Closed
WLPWM
1208
Walled Lake Planning & Wealth Management
Illinois
-$10K -266 Closed
LWM
1209
Lenox Wealth Management
Ohio
-$9K -230 Closed
BCI
1210
Brinker Capital Investments
Pennsylvania
-$7K -182 Closed
PWP
1211
Personal Wealth Partners
Minnesota
-$5K -141 Closed
TA
1212
TFG Advisers
Michigan
-$4K -121 Closed
TFA
1213
Tobias Financial Advisors
Florida
-$4K -115 Closed
CWA
1214
Capital Wealth Alliance
Arizona
-$4K -99 Closed
PA
1215
Procyon Advisors
Connecticut
-$3K -91 Closed
FMTCOCP
1216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$3K -69 Closed
BRC
1217
Bell Rock Capital
Delaware
-$1K -46 Closed
CQS
1218
Credential Qtrade Securities
-$1.02K -27 Closed
CAL
1219
Capital Advisors Ltd
Ohio
+$32 +1 +17%
CCM
1220
Copeland Capital Management
Pennsylvania
+$65 +2 New

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.