We are live on ! Find out more

1,079 hedge funds and large institutions have $13.7B invested in BP in 2019 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 288 increasing their positions, 698 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $665M | Put options by funds: $511M

0.06% less ownership

Funds ownership: 1.83%1.77% (-0.06%)

7% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,0971,079 (-18)

10% less capital invested

Capital invested by funds: $15.3B → $13.7B (-$1.57B)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

59% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 698

Holders
1,079
Holders Change
-18
Holders Change %
-1.64%
% of All Funds
23.66%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.44%
New
90
Increased
288
Reduced
698
Closed
97
Calls
$665M
Puts
$511M
Net Calls
+$154M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.07B -$2.19M -57,327 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$903M -$260M -6,805,469 -22%
Renaissance Technologies
3
Renaissance Technologies
New York
$676M +$203M +5,313,818 +43%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$563M -$7.15M -187,402 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$550M -$135M -3,528,628 -20%
Bank of America
6
Bank of America
North Carolina
$498M +$27.4M +717,404 +6%
BlackRock
7
BlackRock
New York
$458M -$14.2M -371,429 -3%
Invesco
8
Invesco
Georgia
$455M +$42.3M +1,109,877 +10%
Morgan Stanley
9
Morgan Stanley
New York
$443M +$28.1M +737,027 +7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$443M +$79.8M +2,090,811 +22%
Fisher Asset Management
11
Fisher Asset Management
Washington
$345M +$74.3M +1,946,633 +27%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$330M -$632M -16,572,820 -66%
Ameriprise
13
Ameriprise
Minnesota
$325M +$17.4M +455,728 +6%
Sanders Capital
14
Sanders Capital
Florida
$252M +$2.18M +57,078 +0.9%
Wells Fargo
15
Wells Fargo
California
$235M +$2.63M +68,818 +1%
Goldman Sachs
16
Goldman Sachs
New York
$204M +$35.1M +919,735 +21%
RJA
17
Raymond James & Associates
Florida
$201M +$13.3M +348,716 +7%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$179M -$6.36M -166,751 -3%
Federated Hermes
19
Federated Hermes
Pennsylvania
$178M +$9.35M +245,103 +6%
Northern Trust
20
Northern Trust
Illinois
$162M +$936K +24,522 +0.6%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$151M +$151M +3,969,763 New
PPA
22
Parametric Portfolio Associates
Washington
$144M -$3.26M -85,356 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$130M -$5.32M -139,385 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$123M -$4.47M -117,239 -3%
UBS Group
25
UBS Group
Switzerland
$107M -$3.31M -86,839 -3%

BP Hedge Fund Activity: Q3 2019 in Review

1,079 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q3 2019, worth a combined $13.7B — down 10% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of BP and 90 opened new positions — a net loss of 7 holders — while 698 trimmed existing stakes and 288 added.

The largest buyer was Renaissance Technologies, adding an estimated $203M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $632M.

  • 1,079 institutional investors held BP (BP) as of Q3 2019, down from 1,097 in Q2 2019.
  • Funds reported $13.7B of BP stock for Q3 2019, down 10% quarter-over-quarter.
  • 90 funds opened new BP positions in Q3 2019 and 97 closed out, a net change of -7 holders.
  • The largest BP buyer in Q3 2019 was Renaissance Technologies, an estimated $203M added.
  • The largest BP seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $632M sold.

Based on aggregated 13F filings for Q3 2019.