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866 hedge funds and large institutions have $19.4B invested in BP in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 291 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 51

36% more call options, than puts

Call options by funds: $654M | Put options by funds: $480M

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.98B)

11% more funds holding

Funds holding: 779866 (+87)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

0.21% less ownership

Funds ownership: 5.7%5.48% (-0.21%)

1% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 293

Holders
866
Holders Change
+87
Holders Change %
+11.17%
% of All Funds
25.13%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.96%
New
148
Increased
291
Reduced
293
Closed
51
Calls
$654M
Puts
$480M
Net Calls
+$175M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
151
American Assets Investment Management
California
$8.73M
KFC
152
Klingenstein Fields & Co
New York
$8.72M +$57.1K +1,534 +0.7%
EWM
153
Edge Wealth Management
New York
$8.69M +$164K +4,410 +2%
KCM
154
Kempner Capital Management
Texas
$8.59M -$378K -10,147 -4%
Pacer Advisors
155
Pacer Advisors
Pennsylvania
$8.54M +$10.2M +273,810 New
CAM
156
Capstone Asset Management
Texas
$8.51M +$44.2K +1,186 +0.6%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$8.38M +$1.55M +41,598 +25%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$8.05M -$361K -9,701 -5%
CNB
159
City National Bank
California
$7.97M +$303K +8,143 +4%
LSC
160
Lesa Sroufe & Co
Washington
$7.89M +$7.38M +198,339 New
William Blair & Company
161
William Blair & Company
Illinois
$7.78M -$1.62M -43,566 -18%
First Manhattan
162
First Manhattan
New York
$7.77M -$34.7K -931 -0.5%
BOH
163
Bank of Hawaii
Hawaii
$7.64M +$166K +4,467 +2%
WIC
164
Wilkins Investment Counsel
Massachusetts
$7.42M +$203K +5,447 +3%
CCM
165
Covington Capital Management
California
$7.4M +$2.27K +61 +0%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$7.31M +$596K +16,004 +10%
SRC
167
Shufro Rose & Co
New York
$7.31M -$11.4K -306 -0.2%
GWM
168
Greenwich Wealth Management
Connecticut
$7.29M
RCYC
169
Richard C. Young & Co
Rhode Island
$7.23M +$68.8K +1,847 +1%
B
170
Baird
Wisconsin
$7.16M +$34.1K +917 +0.5%
AAM
171
Aureus Asset Management
Massachusetts
$7.16M +$784K +21,052 +13%
BF
172
BOK Financial
Oklahoma
$7.04M +$86.1K +2,313 +1%
GI
173
GAMCO Investors
Connecticut
$6.82M -$228K -6,113 -3%
AAM
174
Advisors Asset Management
Colorado
$6.8M +$665K +17,854 +12%
PAM
175
Private Asset Management
California
$6.71M -$411K -11,048 -6%

BP Hedge Fund Activity: Q4 2013 in Review

866 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2013, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BP positions and 51 closed out — a net gain of 97 holders — while 291 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $245M sold.

  • 866 institutional investors held BP (BP) as of Q4 2013, up from 779 in Q3 2013.
  • Funds reported $19.4B of BP stock for Q4 2013, up 11% quarter-over-quarter.
  • 148 funds opened new BP positions in Q4 2013 and 51 closed out, a net change of +97 holders.
  • The largest BP buyer in Q4 2013 was Wellington Management Group, an estimated $112M added.
  • The largest BP seller in Q4 2013 was Arrowstreet Capital, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2013.