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855 hedge funds and large institutions have $13.6B invested in BP in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 322 increasing their positions, 280 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 1026 (+16)

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

32% more capital invested

Capital invested by funds: $10.2B → $13.6B (+$3.32B)

15% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 280

5% more funds holding

Funds holding: 818855 (+37)

6% more call options, than puts

Call options by funds: $647M | Put options by funds: $608M

0.5% more ownership

Funds ownership: 4.75%5.26% (+0.5%)

Holders
855
Holders Change
+37
Holders Change %
+4.52%
% of All Funds
22.81%
Holding in Top 10
26
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+160%
% of All Funds
0.69%
New
95
Increased
322
Reduced
280
Closed
53
Calls
$647M
Puts
$608M
Net Calls
+$38.5M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.42B +$84M +3,119,419 +7%
Franklin Resources
2
Franklin Resources
California
$1.27B +$186M +6,912,185 +19%
State Street
3
State Street
Massachusetts
$1.11B -$29M -1,075,672 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$835M +$5.27M +195,655 +0.7%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$657M +$593M +22,003,772 New
Invesco
6
Invesco
Georgia
$419M -$8.08K -300 -0%
Bank of America
7
Bank of America
North Carolina
$324M +$15.1M +560,136 +5%
Pzena Investment Management
8
Pzena Investment Management
New York
$315M -$3.49M -129,573 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$291M +$12.4M +458,771 +5%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$274M -$177K -6,582 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$268M -$80.3M -2,980,299 -25%
Ameriprise
12
Ameriprise
Minnesota
$266M -$4.59M -170,348 -2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$264M +$109M +4,047,600 +85%
Macquarie Group
14
Macquarie Group
Australia
$259M +$117M +4,339,311 +100%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$257M +$20.5M +759,163 +10%
BA
16
BlackRock Advisors
Delaware
$256M +$146M +5,433,294 +173%
Federated Hermes
17
Federated Hermes
Pennsylvania
$185M +$35.9M +1,332,540 +27%
EA
18
Emerald Acquisition
Washington
$157M +$142M +5,259,943 New
Morgan Stanley
19
Morgan Stanley
New York
$152M -$10.3M -383,899 -7%
SSM
20
Sound Shore Management
Connecticut
$149M -$6.64M -246,411 -5%
Wells Fargo
21
Wells Fargo
California
$146M +$2.66M +98,843 +2%
BIP
22
Brandes Investment Partners
California
$134M -$1.53M -56,629 -1%
O
23
OppenheimerFunds
New York
$116M +$3.32M +123,042 +3%
Sanders Capital
24
Sanders Capital
Florida
$114M +$489K +18,154 +0.5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$112M +$22.6M +838,318 +29%

BP Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2016, worth a combined $13.6B — up 32% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BP positions and 53 closed out — a net gain of 42 holders — while 322 added to existing stakes and 280 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $593M. The largest seller was Fidelity Investments, cutting an estimated $282M.

  • 855 institutional investors held BP (BP) as of Q2 2016, up from 818 in Q1 2016.
  • Funds reported $13.6B of BP stock for Q2 2016, up 32% quarter-over-quarter.
  • 95 funds opened new BP positions in Q2 2016 and 53 closed out, a net change of +42 holders.
  • The largest BP buyer in Q2 2016 was Arrowstreet Capital, an estimated $593M added.
  • The largest BP seller in Q2 2016 was Fidelity Investments, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2016.