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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
HT
1201
HAP Trading
New York
-$539K -14,719 Closed
SBH
1202
Segall Bryant & Hamill
Illinois
-$564K -14,568 Closed
FRM
1203
Fox Run Management
Connecticut
-$543K -14,016 Closed
FFN
1204
Focus Financial Network
Minnesota
-$489K -12,642 Closed
BL
1205
Balentine LLC
Georgia
-$484K -12,508 Closed
LG
1206
LaFleur & Godfrey
Michigan
-$439K -11,350 Closed
S
1207
Systrade
Liechtenstein
-$387K -10,000 Closed
NSAM
1208
North Star Asset Management
Wisconsin
-$381K -9,850 Closed
Victory Capital Management
1209
Victory Capital Management
Texas
-$380K -9,808 Closed
SCP
1210
Syntal Capital Partners
Texas
-$371K -9,583 Closed
Lido Advisors
1211
Lido Advisors
California
-$361K -9,311 Closed
CT
1212
Coastline Trust
Rhode Island
-$334K -8,625 Closed
WWM
1213
Western Wealth Management
Colorado
-$321K -8,295 Closed
GS
1214
GTS Securities
New York
-$300K -8,184 Closed
MCM
1215
Marathon Capital Management
Maryland
-$292K -7,531 Closed
VCWA
1216
Vanguard Capital Wealth Advisors
Colorado
-$270K -6,962 Closed
GHAM
1217
Gilman Hill Asset Management
Connecticut
-$268K -6,930 Closed
PI
1218
PFG Investments
New York
-$266K -6,859 Closed
PA
1219
PFW Advisors
Georgia
-$257K -6,649 Closed
EP
1220
Eudaimonia Partners
Tennessee
-$254K -6,561 Closed
ATPW
1221
Ashton Thomas Private Wealth
Arizona
-$246K -6,364 Closed
LSIA
1222
LaSalle St. Investment Advisors
Illinois
-$246K -6,358 Closed
FAG
1223
Fortitude Advisory Group
Washington
-$245K -6,318 Closed
WCA
1224
Westover Capital Advisors
Delaware
-$239K -6,172 Closed
HNWAG
1225
High Net Worth Advisory Group
Florida
-$230K -5,935 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.