BP
874 hedge funds and large institutions have $11.6B invested in BP in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 228 increasing their positions, 581 reducing their positions, and 68 closing their positions.
1% more capital invested
Capital invested by funds: $11.4B → $11.6B (+$136M)
0.02% less ownership
Funds ownership: 2.01% → 1.99% (-0.02%)
9% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 68
2% less funds holding
Funds holding: 893 → 874 (-19)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
29% less call options, than puts
Call options by funds: $430M | Put options by funds: $606M
61% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 581
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$182M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$109M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$94.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$90.5M |
| 5 |
Morgan Stanley
New York
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$144M |
| 2 |
BlackRock
New York
|
-$68.3M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$57.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$52.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$46.5M |
BP Hedge Fund Activity: Q2 2017 in Review
874 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2017, worth a combined $11.6B — up 1.2% from $11.4B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of BP and 62 opened new positions — a net loss of 6 holders — while 581 trimmed existing stakes and 228 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $182M. The largest seller was Franklin Resources, cutting an estimated $144M.
- 874 institutional investors held BP (BP) as of Q2 2017, down from 893 in Q1 2017.
- Funds reported $11.6B of BP stock for Q2 2017, up 1.2% quarter-over-quarter.
- 62 funds opened new BP positions in Q2 2017 and 68 closed out, a net change of -6 holders.
- The largest BP buyer in Q2 2017 was T. Rowe Price Associates, an estimated $182M added.
- The largest BP seller in Q2 2017 was Franklin Resources, an estimated $144M sold.
Based on aggregated 13F filings for Q2 2017.