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881 hedge funds and large institutions have $13.6B invested in BP in 2014 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 243 increasing their positions, 523 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 86

19% more call options, than puts

Call options by funds: $920M | Put options by funds: $771M

2% more funds holding

Funds holding: 866881 (+15)

0.29% less ownership

Funds ownership: 5.47%5.19% (-0.29%)

17% less capital invested

Capital invested by funds: $16.4B → $13.6B (-$2.79B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

54% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 523

Holders
881
Holders Change
+15
Holders Change %
+1.73%
% of All Funds
23.49%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.37%
New
110
Increased
243
Reduced
523
Closed
86
Calls
$920M
Puts
$771M
Net Calls
+$149M
Net Calls Change
+$246M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.71B +$104M +3,082,371 +6%
State Street
2
State Street
Massachusetts
$1.2B -$7.48M -222,567 -0.6%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.02B -$130M -3,862,699 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$704M +$31M +923,842 +4%
Pzena Investment Management
5
Pzena Investment Management
New York
$464M +$26.9M +801,146 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$455M +$157M +4,671,692 +48%
Invesco
7
Invesco
Georgia
$429M +$23.2M +689,995 +5%
Bank of America
8
Bank of America
North Carolina
$341M -$203M -6,054,312 -36%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$282M -$4.31M -128,343 -1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$253M -$4.39M -130,665 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$229M -$111M -3,297,084 -31%
MAA
12
Managed Account Advisors
New Jersey
$223M +$30.4M +904,259 +15%
Ameriprise
13
Ameriprise
Minnesota
$222M -$11.6M -344,172 -5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$219M -$53.6M -1,593,765 -19%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$208M -$2.03M -60,425 -0.9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$198M +$50.3M +1,496,977 +31%
Morgan Stanley
17
Morgan Stanley
New York
$180M +$18.7M +556,669 +11%
Capital Research Global Investors
18
Capital Research Global Investors
California
$167M +$26.2M +778,195 +17%
SSM
19
Sound Shore Management
Connecticut
$155M +$13.6M +404,569 +9%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$150M +$4.23M +125,935 +3%
Federated Hermes
21
Federated Hermes
Pennsylvania
$150M -$13M -387,351 -8%
Goldman Sachs
22
Goldman Sachs
New York
$146M -$30.6M -911,812 -17%
Wells Fargo
23
Wells Fargo
California
$142M -$11M -327,133 -7%
Sanders Capital
24
Sanders Capital
Florida
$133M -$1.61M -47,878 -1%
Northern Trust
25
Northern Trust
Illinois
$116M +$1.99M +59,258 +2%

BP Hedge Fund Activity: Q4 2014 in Review

881 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2014, worth a combined $13.6B — down 17% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BP positions and 86 closed out — a net gain of 24 holders — while 243 added to existing stakes and 523 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $157M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $318M sold.

  • 881 institutional investors held BP (BP) as of Q4 2014, up from 866 in Q3 2014.
  • Funds reported $13.6B of BP stock for Q4 2014, down 17% quarter-over-quarter.
  • 110 funds opened new BP positions in Q4 2014 and 86 closed out, a net change of +24 holders.
  • The largest BP buyer in Q4 2014 was Fidelity Investments, an estimated $157M added.
  • The largest BP seller in Q4 2014 was Fir Tree Capital Management, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2014.