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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
PMA
1226
Prudent Man Advisors
Illinois
-$226K -5,841 Closed
KCM
1227
Kathmere Capital Management
Pennsylvania
-$219K -5,668 Closed
WMP
1228
Wealth Management Partners
Arizona
-$218K -5,631 Closed
ICG
1229
InterOcean Capital Group
Tennessee
-$218K -5,629 Closed
RBC
1230
Romano Brothers & Co
Illinois
-$218K -5,624 Closed
MS
1231
Maven Securities
Jersey
-$214K -5,532 Closed
BST
1232
Bath Savings Trust
Maine
-$213K -5,505 Closed
DWM
1233
Drive Wealth Management
Utah
-$212K -5,464 Closed
PBC
1234
Pavion Blue Capital
California
-$211K -5,448 Closed
CCA
1235
Cottonwood Capital Advisors
Utah
-$209K -5,405 Closed
FCBT
1236
First Citizens Bank & Trust
North Carolina
-$208K -5,375 Closed
CC
1237
Cannell & Co
New York
-$207K -5,350 Closed
SCM
1238
Schnieders Capital Management
California
-$205K -5,293 Closed
STC
1239
Sarah T. Connolly
-$203K -5,250 Closed
ISWM
1240
Independent Solutions Wealth Management
New York
-$201K -5,204 Closed
PP
1241
Patron Partners
Texas
-$201K -5,180 Closed
FNFDCM
1242
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$200K -5,176 Closed
AWM
1243
Aprio Wealth Management
Georgia
-$200K -5,171 Closed
Legacy Financial Group (Iowa)
1244
Legacy Financial Group (Iowa)
Iowa
-$127K -3,279 Closed
NFSG
1245
Newbridge Financial Services Group
Florida
-$122K -3,162 Closed
AWM
1246
Avondale Wealth Management
Texas
-$116K -3,000 Closed
SCA
1247
Stonebridge Capital Advisors
Minnesota
-$82K -2,119 Closed
QP
1248
Quilter Plc
United Kingdom
-$1.65M -1,650 Closed
CSPIA
1249
Cary Street Partners Investment Advisory
Virginia
-$54.4K -1,406 Closed
OP
1250
ORG Partners
Indiana
-$49.8K -1,285 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.