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900 hedge funds and large institutions have $19.8B invested in BP in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 345 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $869M | Put options by funds: $607M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

26% more funds holding in top 10

Funds holding in top 10: 3139 (+8)

15% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 300

9% more capital invested

Capital invested by funds: $18.3B → $19.8B (+$1.59B)

1% more funds holding

Funds holding: 888900 (+12)

0.04% less ownership

Funds ownership: 5.47%5.43% (-0.04%)

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
25.86%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
1.12%
New
63
Increased
345
Reduced
300
Closed
47
Calls
$869M
Puts
$607M
Net Calls
+$262M
Net Calls Change
+$79.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.98B -$322K -7,807 -0%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.61B -$83.1M -2,015,584 -5%
State Street
3
State Street
Massachusetts
$1.61B -$89.4M -2,167,707 -6%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.52B +$8.88M +215,294 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$893M +$28.4M +689,723 +3%
Pzena Investment Management
6
Pzena Investment Management
New York
$563M -$10.7M -258,630 -2%
Invesco
7
Invesco
Georgia
$505M +$14.6M +354,136 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$429M +$5.98M +144,963 +1%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$386M
Ameriprise
10
Ameriprise
Minnesota
$381M +$223M +5,405,020 +158%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$372M -$8.01M -194,223 -2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$355M +$23.4M +566,279 +7%
Bank of America
13
Bank of America
North Carolina
$354M -$122M -2,962,613 -27%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$266M -$131K -3,179 -0.1%
Morgan Stanley
15
Morgan Stanley
New York
$262M -$13.6M -328,990 -5%
Goldman Sachs
16
Goldman Sachs
New York
$259M -$20.3M -491,608 -8%
Federated Hermes
17
Federated Hermes
Pennsylvania
$253M +$5.85M +141,776 +2%
FTCM
18
Fir Tree Capital Management
New York
$220M +$23.7M +574,598 +13%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$205M -$41.8M -1,012,207 -18%
Wells Fargo
20
Wells Fargo
California
$203M +$4.68M +113,375 +2%
Capital Research Global Investors
21
Capital Research Global Investors
California
$195M -$31.3M -758,590 -14%
Sanders Capital
22
Sanders Capital
Florida
$184M -$5.74M -139,249 -3%
Northern Trust
23
Northern Trust
Illinois
$174M +$21.6M +522,695 +15%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$173M -$4.68M -113,575 -3%
SSM
25
Sound Shore Management
Connecticut
$172M +$2.15M +52,092 +1%

BP Hedge Fund Activity: Q2 2014 in Review

900 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2014, worth a combined $19.8B — up 8.7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BP positions and 47 closed out — a net gain of 16 holders — while 345 added to existing stakes and 300 trimmed.

The largest buyer was Ameriprise, adding an estimated $223M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $168M sold.

  • 900 institutional investors held BP (BP) as of Q2 2014, up from 888 in Q1 2014.
  • Funds reported $19.8B of BP stock for Q2 2014, up 8.7% quarter-over-quarter.
  • 63 funds opened new BP positions in Q2 2014 and 47 closed out, a net change of +16 holders.
  • The largest BP buyer in Q2 2014 was Ameriprise, an estimated $223M added.
  • The largest BP seller in Q2 2014 was Veritas Asset Management, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2014.