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1,097 hedge funds and large institutions have $15.3B invested in BP in 2019 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 434 increasing their positions, 378 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $710M | Put options by funds: $332M

15% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 378

0.04% less ownership

Funds ownership: 1.86%1.83% (-0.04%)

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 1,1181,097 (-21)

6% less capital invested

Capital invested by funds: $16.2B → $15.3B (-$931M)

21% less funds holding in top 10

Funds holding in top 10: 2923 (-6)

Holders
1,097
Holders Change
-21
Holders Change %
-1.88%
% of All Funds
23.83%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.5%
New
73
Increased
434
Reduced
378
Closed
76
Calls
$710M
Puts
$332M
Net Calls
+$378M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.25B -$32.7M -779,609 -2%
State Street
2
State Street
Massachusetts
$1.15B -$2.04M -48,735 -0.2%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.04B -$12.5M -298,881 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$739M -$48.7M -1,161,219 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$615M -$14.6M -346,975 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$512M +$4.76M +113,437 +0.9%
BlackRock
7
BlackRock
New York
$510M +$3.68M +87,643 +0.7%
Bank of America
8
Bank of America
North Carolina
$508M +$9.68M +230,717 +2%
Morgan Stanley
9
Morgan Stanley
New York
$448M +$30.9M +736,288 +7%
Invesco
10
Invesco
Georgia
$446M +$62M +1,477,149 +16%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$393M -$64M -1,526,289 -14%
Ameriprise
12
Ameriprise
Minnesota
$332M +$6.27M +149,549 +2%
Fisher Asset Management
13
Fisher Asset Management
Washington
$292M -$52M -1,240,395 -15%
Sanders Capital
14
Sanders Capital
Florida
$270M +$141K +3,356 +0.1%
Wells Fargo
15
Wells Fargo
California
$251M +$12.6M +300,577 +5%
RJA
16
Raymond James & Associates
Florida
$203M +$25.5M +607,357 +14%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$200M -$13.4M -320,027 -6%
Federated Hermes
18
Federated Hermes
Pennsylvania
$182M +$3.24M +77,246 +2%
Goldman Sachs
19
Goldman Sachs
New York
$182M -$20.7M -493,348 -10%
Northern Trust
20
Northern Trust
Illinois
$174M -$4.7M -111,966 -3%
PPA
21
Parametric Portfolio Associates
Washington
$159M +$12.3M +293,983 +8%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$146M -$6.48M -154,423 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$138M +$13.6M +323,440 +11%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$130M -$15.9M -378,940 -11%
UBS Group
25
UBS Group
Switzerland
$119M +$2.76M +65,715 +2%

BP Hedge Fund Activity: Q2 2019 in Review

1,097 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q2 2019, worth a combined $15.3B — down 5.7% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of BP and 73 opened new positions — a net loss of 3 holders — while 378 trimmed existing stakes and 434 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $78.2M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $226M sold.

  • 1,097 institutional investors held BP (BP) as of Q2 2019, down from 1,118 in Q1 2019.
  • Funds reported $15.3B of BP stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 73 funds opened new BP positions in Q2 2019 and 76 closed out, a net change of -3 holders.
  • The largest BP buyer in Q2 2019 was Ceredex Value Advisors, an estimated $78.2M added.
  • The largest BP seller in Q2 2019 was Acadian Asset Management, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2019.