BP
1,003 hedge funds and large institutions have $13.8B invested in BP in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 291 increasing their positions, 623 reducing their positions, and 72 closing their positions.
15% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 72
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
0% more funds holding
Funds holding: 1,002 → 1,003 (+1)
0.02% less ownership
Funds ownership: 1.96% → 1.93% (-0.02%)
3% less capital invested
Capital invested by funds: $14.2B → $13.8B (-$450M)
27% less call options, than puts
Call options by funds: $445M | Put options by funds: $608M
53% less repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 623
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$310M |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$100M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$86.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$73.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$276M |
| 2 |
BlackRock
New York
|
-$200M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$136M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$113M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$65M |
BP Hedge Fund Activity: Q1 2018 in Review
1,003 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2018, worth a combined $13.8B — down 3.2% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new BP positions and 72 closed out — a net gain of 11 holders — while 291 added to existing stakes and 623 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $310M. The largest seller was Franklin Resources, cutting an estimated $276M.
- 1,003 institutional investors held BP (BP) as of Q1 2018, up from 1,002 in Q4 2017.
- Funds reported $13.8B of BP stock for Q1 2018, down 3.2% quarter-over-quarter.
- 83 funds opened new BP positions in Q1 2018 and 72 closed out, a net change of +11 holders.
- The largest BP buyer in Q1 2018 was Fidelity Investments, an estimated $310M added.
- The largest BP seller in Q1 2018 was Franklin Resources, an estimated $276M sold.
Based on aggregated 13F filings for Q1 2018.