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1,079 hedge funds and large institutions have $13.7B invested in BP in 2019 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 288 increasing their positions, 698 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $665M | Put options by funds: $511M

0.06% less ownership

Funds ownership: 1.83%1.77% (-0.06%)

7% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,0971,079 (-18)

10% less capital invested

Capital invested by funds: $15.3B → $13.7B (-$1.57B)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

59% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 698

Holders
1,079
Holders Change
-18
Holders Change %
-1.64%
% of All Funds
23.66%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
90
Increased
288
Reduced
698
Closed
97
Calls
$665M
Puts
$511M
Net Calls
+$154M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
176
Pacific Heights Asset Management
California
$5.7M -$96.5K -2,529 -2%
AWM
177
AE Wealth Management
Kansas
$5.63M -$487K -12,763 -8%
CCM
178
Campbell Capital Management
Florida
$5.58M -$68K -1,781 -1%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$5.5M +$87.4K +2,291 +2%
VFM
180
Viking Fund Management
North Dakota
$5.34M +$2.94M +76,946 +121%
CM
181
Castleark Management
Illinois
$5.3M -$89.7K -2,352 -2%
UR
182
USCA RIA
Texas
$5.27M +$435K +11,395 +9%
WF
183
Welch & Forbes
Massachusetts
$5.24M +$14K +367 +0.3%
UCFA
184
United Capital Financial Advisors
Texas
$5.11M -$795K -20,843 -13%
PHS
185
Pekin Hardy Strauss
Illinois
$5.03M -$274K -7,183 -5%
NFC
186
Northeast Financial Consultants
Connecticut
$4.93M -$83.5K -2,189 -2%
XWM
187
Xcel Wealth Management
Florida
$4.88M +$1.5M +39,229 +44%
MML Investors Services
188
MML Investors Services
Massachusetts
$4.88M -$530K -13,888 -10%
CCM
189
Covington Capital Management
California
$4.85M -$122K -3,206 -2%
1IA
190
1834 Investment Advisors
Wisconsin
$4.83M +$4.77M +125,131 +5,996%
Balyasny Asset Management
191
Balyasny Asset Management
Illinois
$4.82M -$4.59M -120,320 -49%
KeyBank National Association
192
KeyBank National Association
Ohio
$4.8M -$1.51M -39,483 -24%
LDFR
193
Lehman & Derafelo Financial Resources
Pennsylvania
$4.79M +$43.3K +1,136 +0.9%
SG Americas Securities
194
SG Americas Securities
New York
$4.72M -$2.84M -74,356 -37%
CB
195
Commerce Bank
Missouri
$4.69M -$694K -18,185 -13%
VFPI
196
Vantage Financial Partners (Illinois)
Illinois
$4.67M -$55.1K -1,443 -1%
MC
197
Moors & Cabot
Massachusetts
$4.61M +$150K +3,944 +3%
FAAS
198
First Allied Advisory Services
California
$4.5M -$26.4K -693 -0.6%
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$4.48M +$270K +7,084 +6%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$4.43M -$102K -2,674 -2%

BP Hedge Fund Activity: Q3 2019 in Review

1,079 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2019, worth a combined $13.7B — down 10% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of BP and 90 opened new positions — a net loss of 7 holders — while 698 trimmed existing stakes and 288 added.

The largest buyer was Renaissance Technologies, adding an estimated $203M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $632M.

  • 1,079 institutional investors held BP (BP) as of Q3 2019, down from 1,097 in Q2 2019.
  • Funds reported $13.7B of BP stock for Q3 2019, down 10% quarter-over-quarter.
  • 90 funds opened new BP positions in Q3 2019 and 97 closed out, a net change of -7 holders.
  • The largest BP buyer in Q3 2019 was Renaissance Technologies, an estimated $203M added.
  • The largest BP seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $632M sold.

Based on aggregated 13F filings for Q3 2019.