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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
WWP
1251
WR Wealth Planners
Missouri
-$45.6K -1,178 Closed
BFP
1252
Briaud Financial Planning
Texas
-$40K -1,040 Closed
MTIC
1253
Missouri Trust & Investment Company
Missouri
-$34.8K -900 Closed
FAM
1254
Flaharty Asset Management
Florida
-$33.3K -860 Closed
ICM
1255
Intrepid Capital Management
Florida
-$31.1K -802 Closed
EAM
1256
Eukles Asset Management
Ohio
-$26.6K -688 Closed
BCM
1257
BluePath Capital Management
Georgia
-$24.7K -639 Closed
MIA
1258
Milestone Investment Advisors
Wisconsin
-$23.5K -606 Closed
HL
1259
HeadInvest LLC
Maine
-$20K -530 Closed
N
1260
Nuveen
North Carolina
-$19.4K -500 Closed
MFC
1261
Mechanics Financial Corp
Ohio
-$18.4K -475 Closed
FRA
1262
Front Row Advisors
California
-$17K -440 Closed
Credit Agricole
1263
Credit Agricole
France
-$12.8K -330 Closed
PP
1264
PrairieView Partners
Minnesota
-$10K -264 Closed
BWS
1265
Buck Wealth Strategies
Colorado
-$9.68K -250 Closed
HFM
1266
Harvest Fund Management
China
-$9K -229 Closed
CWM
1267
CarsonAllaria Wealth Management
Illinois
-$7.74K -200 Closed
RFA
1268
Register Financial Advisors
Georgia
-$7.28K -188 Closed
CCP
1269
Carmel Capital Partners
California
-$7.05K -182 Closed
FSWA
1270
Financial Synergies Wealth Advisors
Texas
-$6.35K -164 Closed
TJHA
1271
Thomas J. Herzfeld Advisors
Florida
-$6.23K -161 Closed
LFA
1272
LGT Financial Advisors
Texas
-$5.3K -137 Closed
MIM
1273
Macroview Investment Management
Maryland
-$3.1K -80 Closed
SHIM
1274
Stone House Investment Management
Pennsylvania
-$1.55K -40 Closed
NIC
1275
Northwest Investment Counselors
Oregon
-$1.22K -31 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.