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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$3.81M -$404K -12,502 -7%
EWM
152
Edge Wealth Management
New York
$3.79M -$6.72M -207,812 -57%
ECM
153
Evergreen Capital Management
Washington
$3.75M +$1.92M +59,227 +63%
PHS
154
Pekin Hardy Strauss
Illinois
$3.74M -$141K -4,371 -3%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$3.7M +$184K +5,682 +4%
MHI
156
Miller Howard Investments
New York
$3.66M +$4.85M +150,000 New
OC
157
Oppenheimer & Co
New York
$3.57M -$1.81M -56,016 -28%
PI
158
Putnam Investments
Massachusetts
$3.54M +$2.07M +63,900 +79%
CCM
159
Campbell Capital Management
Florida
$3.51M +$3.23K +100 +0.1%
HAI
160
Hennessy Advisors Inc
California
$3.49M +$1.03M +32,000 +29%
ACM
161
Arosa Capital Management
Florida
$3.41M -$5.6M -173,053 -55%
SC
162
Stolper & Co
Oklahoma
$3.38M +$4.48M +138,612 New
MML Investors Services
163
MML Investors Services
Massachusetts
$3.38M +$175K +5,408 +4%
ZCM
164
Ziegler Capital Management
Illinois
$3.36M +$4.45M +137,599 New
BC
165
Burney Company
Virginia
$3.35M +$1.06M +32,923 +32%
Kovitz Investment Group Partners
166
Kovitz Investment Group Partners
Illinois
$3.34M +$623K +19,260 +16%
BC
167
Barnett & Company
Tennessee
$3.3M -$232K -7,170 -5%
VFPI
168
Vantage Financial Partners (Illinois)
Illinois
$3.25M +$770K +23,825 +22%
SFS
169
Sowell Financial Services
Arkansas
$3.24M +$753K +23,282 +21%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.22M -$9.71M -300,148 -69%
SEI Investments
171
SEI Investments
Pennsylvania
$3.22M -$9.66M -298,795 -70%
XF
172
XML Financial
Maryland
$3.15M +$381K +11,782 +10%
CCM
173
Covington Capital Management
California
$3.15M +$73.6K +2,275 +2%
LDFR
174
Lehman & Derafelo Financial Resources
Pennsylvania
$3.12M +$45K +1,391 +1%
TG
175
TCW Group
California
$3.11M +$4.12M +127,560 New

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.