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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
AWM
101
AE Wealth Management
Kansas
$12.4M +$203K +5,536 +2%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$12.4M +$451K +12,312 +4%
M&T Bank
103
M&T Bank
New York
$12.3M +$59.8K +1,634 +0.5%
CIC
104
Canal Insurance Company
South Carolina
$11.6M +$3.62M +98,900 +43%
SCP
105
Stamos Capital Partners
California
$11.4M +$2.21M +60,410 +23%
GCM
106
Graham Capital Management
Connecticut
$11.3M +$10.7M +292,791 +1,153%
SGDR
107
SPX Gestao de Recursos
Brazil
$11.2M -$3.36M -91,812 -23%
SSG
108
Summit Securities Group
New York
$11.1M +$9.64M +263,343 +532%
Walleye Capital
109
Walleye Capital
New York
$11M +$11.4M +310,294 New
CIBC World Market
110
CIBC World Market
Ontario, Canada
$10.9M +$43K +1,173 +0.4%
IC
111
Immersion Capital
United Kingdom
$10.8M -$2.68M -73,300 -19%
BG
112
Bollard Group
Massachusetts
$10.6M +$129K +3,524 +1%
YC
113
Yarbrough Capital
Tennessee
$10M
FNBT
114
FineMark National Bank & Trust
Florida
$9.97M +$41.6K +1,137 +0.4%
FGI
115
Foresight Global Investors
New York
$9.65M -$1.01M -27,607 -9%
WAM
116
Wallington Asset Management
Indiana
$9.38M +$4.61K +126 +0%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$9.37M +$9.66M +263,712 New
Holocene Advisors
118
Holocene Advisors
New York
$9.32M -$81.5M -2,224,163 -89%
CRC
119
Curi RMB Capital
Illinois
$9.09M -$52.5K -1,434 -0.6%
Truist Financial
120
Truist Financial
North Carolina
$9.03M +$131K +3,588 +1%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$8.78M -$548K -14,959 -6%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$8.66M +$601K +16,422 +7%
ACM
123
Aquatic Capital Management
Illinois
$8.38M +$8.67M +236,700 New
CSIC
124
Clifford Swan Investment Counsel
California
$8.37M +$17.4K +474 +0.2%
SAM
125
Strategy Asset Managers
California
$8.13M -$223K -6,078 -3%

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.