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822 hedge funds and large institutions have $10.2B invested in BP in 2015 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 234 increasing their positions, 356 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 61

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

2% more funds holding

Funds holding: 805822 (+17)

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$74M)

0.1% less ownership

Funds ownership: 4.76%4.66% (-0.1%)

8% less call options, than puts

Call options by funds: $332M | Put options by funds: $362M

34% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 356

Holders
822
Holders Change
+17
Holders Change %
+2.11%
% of All Funds
21.56%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
90
Increased
234
Reduced
356
Closed
61
Calls
$332M
Puts
$362M
Net Calls
-$30.5M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.01B +$20.7M +726,175 +2%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$940M +$170M +5,987,235 +20%
Franklin Resources
3
Franklin Resources
California
$830M -$13.8M -486,491 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$662M +$22.7M +799,717 +3%
Invesco
5
Invesco
Georgia
$348M -$1.74M -61,052 -0.5%
Pzena Investment Management
6
Pzena Investment Management
New York
$302M -$2.41M -84,696 -0.7%
Bank of America
7
Bank of America
North Carolina
$254M -$98.5M -3,462,397 -26%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$244M +$34.5M +1,212,760 +15%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$241M -$2.44M -85,615 -0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$240M -$32.9M -1,156,912 -11%
Goldman Sachs
11
Goldman Sachs
New York
$228M +$98.5M +3,462,119 +67%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$207M +$543K +19,089 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$175M -$9.29M -326,436 -5%
Jane Street
14
Jane Street
New York
$169M +$183M +6,420,933 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$164M -$9.94M -349,512 -5%
Morgan Stanley
16
Morgan Stanley
New York
$163M +$19.1M +671,372 +12%
SSM
17
Sound Shore Management
Connecticut
$153M +$8.04M +282,757 +5%
Federated Hermes
18
Federated Hermes
Pennsylvania
$151M -$9.59M -337,130 -6%
Wells Fargo
19
Wells Fargo
California
$125M -$4.58M -161,093 -3%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$123M -$5.86M -205,900 -4%
RFC
21
Russell Frank Company
Washington
$119M +$48.7M +1,711,192 +61%
Macquarie Group
22
Macquarie Group
Australia
$104M -$9.61M -337,813 -8%
BIP
23
Brandes Investment Partners
California
$103M -$13.4M -470,045 -11%
Sanders Capital
24
Sanders Capital
Florida
$101M -$3.14M -110,292 -3%
BA
25
BlackRock Advisors
Delaware
$98.9M +$1.24M +43,629 +1%

BP Hedge Fund Activity: Q4 2015 in Review

822 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q4 2015, worth a combined $10.2B — up 0.73% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new BP positions and 61 closed out — a net gain of 29 holders — while 234 added to existing stakes and 356 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $183M. The largest seller was Gates Foundation Trust, exiting entirely with an estimated $187M sold.

  • 822 institutional investors held BP (BP) as of Q4 2015, up from 805 in Q3 2015.
  • Funds reported $10.2B of BP stock for Q4 2015, up 0.73% quarter-over-quarter.
  • 90 funds opened new BP positions in Q4 2015 and 61 closed out, a net change of +29 holders.
  • The largest BP buyer in Q4 2015 was Jane Street, an estimated $183M added.
  • The largest BP seller in Q4 2015 was Gates Foundation Trust, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2015.