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888 hedge funds and large institutions have $18.3B invested in BP in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 330 increasing their positions, 300 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

41% more call options, than puts

Call options by funds: $628M | Put options by funds: $445M

10% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 300

3% more funds holding

Funds holding: 866888 (+22)

0.02% less ownership

Funds ownership: 5.48%5.47% (-0.02%)

6% less capital invested

Capital invested by funds: $19.4B → $18.3B (-$1.17B)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
888
Holders Change
+22
Holders Change %
+2.54%
% of All Funds
25.64%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.9%
New
74
Increased
330
Reduced
300
Closed
46
Calls
$628M
Puts
$445M
Net Calls
+$183M
Net Calls Change
+$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.8B +$663K +16,821 +0%
State Street
2
State Street
Massachusetts
$1.55B -$9.38M -237,872 -0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.55B -$839M -21,278,592 -35%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.38B -$37M -939,194 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$787M +$52.3M +1,326,694 +7%
Pzena Investment Management
6
Pzena Investment Management
New York
$524M +$1.2M +30,350 +0.2%
Invesco
7
Invesco
Georgia
$447M -$8.62M -218,677 -2%
Bank of America
8
Bank of America
North Carolina
$439M +$27.1M +687,564 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$385M +$10.1M +255,404 +3%
Gates Foundation Trust
10
Gates Foundation Trust
Washington
$352M
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$346M +$23.9M +606,685 +7%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$301M -$276K -7,000 -0.1%
Goldman Sachs
13
Goldman Sachs
New York
$255M -$65.7M -1,667,046 -20%
Morgan Stanley
14
Morgan Stanley
New York
$252M -$233M -5,918,580 -48%
HCM
15
Highfields Capital Management
Massachusetts
$244M -$14.8M -375,322 -6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$242M -$1.32M -33,554 -0.5%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$227M +$12.4M +313,803 +6%
Federated Hermes
18
Federated Hermes
Pennsylvania
$225M +$19M +482,711 +9%
Capital Research Global Investors
19
Capital Research Global Investors
California
$208M -$57.9M -1,467,057 -22%
Wells Fargo
20
Wells Fargo
California
$181M +$15.4M +391,429 +9%
FTCM
21
Fir Tree Capital Management
New York
$178M +$26.7M +677,291 +18%
Sanders Capital
22
Sanders Capital
Florida
$173M -$260K -6,594 -0.1%
VAM
23
Veritas Asset Management
United Kingdom
$168M
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$162M +$2.38M +60,394 +1%
SSM
25
Sound Shore Management
Connecticut
$155M +$5.21M +132,097 +3%

BP Hedge Fund Activity: Q1 2014 in Review

888 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2014, worth a combined $18.3B — down 6% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BP positions and 46 closed out — a net gain of 28 holders — while 330 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.1M. The largest seller was Wellington Management Group, cutting an estimated $839M.

  • 888 institutional investors held BP (BP) as of Q1 2014, up from 866 in Q4 2013.
  • Funds reported $18.3B of BP stock for Q1 2014, down 6% quarter-over-quarter.
  • 74 funds opened new BP positions in Q1 2014 and 46 closed out, a net change of +28 holders.
  • The largest BP buyer in Q1 2014 was Ameriprise, an estimated $76.1M added.
  • The largest BP seller in Q1 2014 was Wellington Management Group, an estimated $839M sold.

Based on aggregated 13F filings for Q1 2014.