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1,002 hedge funds and large institutions have $14.2B invested in BP in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 247 increasing their positions, 591 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 47

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

12% more funds holding

Funds holding: 8941,002 (+108)

12% more capital invested

Capital invested by funds: $12.8B → $14.2B (+$1.47B)

0.02% more ownership

Funds ownership: 1.93%1.96% (+0.02%)

43% less call options, than puts

Call options by funds: $363M | Put options by funds: $637M

58% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 591

Holders
1,002
Holders Change
+108
Holders Change %
+12.08%
% of All Funds
22.72%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.52%
New
160
Increased
247
Reduced
591
Closed
47
Calls
$363M
Puts
$637M
Net Calls
-$273M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
PVG Asset Management
Colorado
$6.94M -$3.19M -88,088 -33%
UC
152
Unio Capital
New Jersey
$6.8M +$6.4M +176,784 New
YMRC
153
Yorktown Management & Research Company
Virginia
$6.76M +$4.93M +135,968 +343%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$6.73M +$2.14M +59,044 +51%
GH
155
GAM Holding
Switzerland
$6.59M
HAI
156
Hennessy Advisors Inc
California
$6.54M -$92.6K -2,556 -1%
GC
157
Guggenheim Capital
Illinois
$6.54M +$869K +23,984 +16%
KCM
158
Kempner Capital Management
Texas
$6.5M -$66.8K -1,843 -1%
WHRC
159
W.H. Reaves & Co
New Jersey
$6.43M +$2.38M +65,654 +65%
OAM
160
Oppenheimer Asset Management
New York
$6.39M -$98.9K -2,731 -1%
PHS
161
Pekin Hardy Strauss
Illinois
$6.34M -$169K -4,658 -3%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$6.17M -$226K -6,231 -4%
PAM
163
Private Asset Management
California
$6.13M -$695K -19,176 -11%
AG
164
Advisor Group
Arizona
$6.13M +$1M +27,720 +21%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$5.99M -$60.4K -1,668 -1%
WF
166
Welch & Forbes
Massachusetts
$5.82M -$86.6K -2,391 -2%
MA
167
Montag & Associates
Georgia
$5.79M +$2.89M +79,719 +113%
LFR
168
Lehman Financial Resources
Pennsylvania
$5.58M -$265K -7,323 -5%
MC
169
Moors & Cabot
Massachusetts
$5.52M -$301K -8,299 -5%
CIA
170
CCM Investment Advisers
South Carolina
$5.34M -$280K -7,733 -5%
MCM
171
MAI Capital Management
Ohio
$5.14M +$4.59M +126,837 +1,889%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.13M +$642K +17,725 +15%
MWNA
173
Marshall Wace North America
New York
$5.11M +$4.36M +120,282 +952%
MMHP
174
Murphy Middleton Hinkle & Parker
Georgia
$4.99M +$4.7M +129,654 New
SI
175
SII Investments
Wisconsin
$4.97M -$621K -17,141 -12%

BP Hedge Fund Activity: Q4 2017 in Review

1,002 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2017, worth a combined $14.2B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new BP positions and 47 closed out — a net gain of 113 holders — while 247 added to existing stakes and 591 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $129M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $97.6M.

  • 1,002 institutional investors held BP (BP) as of Q4 2017, up from 894 in Q3 2017.
  • Funds reported $14.2B of BP stock for Q4 2017, up 12% quarter-over-quarter.
  • 160 funds opened new BP positions in Q4 2017 and 47 closed out, a net change of +113 holders.
  • The largest BP buyer in Q4 2017 was T. Rowe Price Associates, an estimated $129M added.
  • The largest BP seller in Q4 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $97.6M sold.

Based on aggregated 13F filings for Q4 2017.