We are live on ! Find out more

894 hedge funds and large institutions have $12.8B invested in BP in 2017 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 224 increasing their positions, 585 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

9% more capital invested

Capital invested by funds: $11.7B → $12.8B (+$1.09B)

2% more funds holding

Funds holding: 874894 (+20)

0.05% less ownership

Funds ownership: 1.99%1.93% (-0.05%)

22% less call options, than puts

Call options by funds: $515M | Put options by funds: $661M

62% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 585

Holders
894
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
22.29%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
82
Increased
224
Reduced
585
Closed
54
Calls
$515M
Puts
$661M
Net Calls
-$146M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.44B -$19.2M -605,015 -1%
State Street
2
State Street
Massachusetts
$1.12B -$72M -2,266,767 -7%
Franklin Resources
3
Franklin Resources
California
$730M -$34.3M -1,079,410 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$728M -$39.3M -1,235,919 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$439M -$5.97M -187,971 -1%
Invesco
6
Invesco
Georgia
$433M -$10.4M -328,302 -3%
Bank of America
7
Bank of America
North Carolina
$370M -$3.57M -112,232 -1%
BlackRock
8
BlackRock
New York
$363M -$27.2M -856,749 -8%
Morgan Stanley
9
Morgan Stanley
New York
$277M -$1.21M -38,015 -0.5%
Ameriprise
10
Ameriprise
Minnesota
$258M -$1.87M -58,827 -0.8%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$244M -$10.1M -318,680 -4%
Pzena Investment Management
12
Pzena Investment Management
New York
$238M -$3.63M -114,403 -2%
Federated Hermes
13
Federated Hermes
Pennsylvania
$217M +$9.6M +302,328 +5%
Goldman Sachs
14
Goldman Sachs
New York
$213M -$18.9M -594,156 -9%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$211M +$7.77M +244,689 +4%
UBS Group
16
UBS Group
Switzerland
$190M -$14.7M -461,754 -8%
Wells Fargo
17
Wells Fargo
California
$162M +$87.1K +2,742 +0.1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$157M +$6.13M +192,918 +4%
Northern Trust
19
Northern Trust
Illinois
$157M +$5.51M +173,494 +4%
SSM
20
Sound Shore Management
Connecticut
$153M -$5.05M -158,920 -3%
Sanders Capital
21
Sanders Capital
Florida
$151M -$2.38M -74,801 -2%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138M +$6.44M +202,589 +5%
RJA
23
Raymond James & Associates
Florida
$126M +$6.07M +190,971 +6%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$124M +$114M +3,587,852 New
PPA
25
Parametric Portfolio Associates
Washington
$114M +$2.74M +86,266 +3%

BP Hedge Fund Activity: Q3 2017 in Review

894 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2017, worth a combined $12.8B — up 9.4% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BP positions and 54 closed out — a net gain of 28 holders — while 224 added to existing stakes and 585 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $114M. The largest seller was Bank of Montreal, cutting an estimated $216M.

  • 894 institutional investors held BP (BP) as of Q3 2017, up from 874 in Q2 2017.
  • Funds reported $12.8B of BP stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 82 funds opened new BP positions in Q3 2017 and 54 closed out, a net change of +28 holders.
  • The largest BP buyer in Q3 2017 was Alyeska Investment Group, an estimated $114M added.
  • The largest BP seller in Q3 2017 was Bank of Montreal, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2017.