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1,003 hedge funds and large institutions have $8.37B invested in BP in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 385 increasing their positions, 400 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $429M | Put options by funds: $325M

0.02% less ownership

Funds ownership: 1.72%1.7% (-0.02%)

4% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 400

13% less funds holding

Funds holding: 1,1521,003 (-149)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

36% less capital invested

Capital invested by funds: $13.2B → $8.37B (-$4.79B)

60% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 220

Holders
1,003
Holders Change
-149
Holders Change %
-12.93%
% of All Funds
22.1%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
87
Increased
385
Reduced
400
Closed
220
Calls
$429M
Puts
$325M
Net Calls
+$105M
Net Calls Change
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PIF
1
Public Investment Fund
Saudi Arabia
$828M +$1.1B +33,938,127 New
State Street
2
State Street
Massachusetts
$694M +$37.9M +1,171,056 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$472M +$52M +1,607,450 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$349M -$3.3M -102,000 -0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$339M -$103M -3,185,869 -19%
Invesco
6
Invesco
Georgia
$300M +$18.1M +558,322 +5%
Bank of America
7
Bank of America
North Carolina
$294M +$9.2M +284,509 +2%
Franklin Resources
8
Franklin Resources
California
$291M +$369M +11,418,660 +2,221%
BlackRock
9
BlackRock
New York
$255M -$62.7M -1,938,902 -16%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$241M -$52.6M -1,628,087 -14%
Fisher Asset Management
11
Fisher Asset Management
Washington
$230M +$7.51M +232,382 +3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$177M -$147M -4,561,066 -39%
Morgan Stanley
13
Morgan Stanley
New York
$167M -$171M -5,285,277 -44%
Wells Fargo
14
Wells Fargo
California
$134M -$16.1M -496,408 -8%
Ameriprise
15
Ameriprise
Minnesota
$131M -$106M -3,283,631 -38%
Goldman Sachs
16
Goldman Sachs
New York
$123M +$8.23M +254,642 +5%
Federated Hermes
17
Federated Hermes
Pennsylvania
$121M -$3.14M -97,011 -2%
RJA
18
Raymond James & Associates
Florida
$104M -$22.2M -686,973 -14%
Capital Research Global Investors
19
Capital Research Global Investors
California
$89.9M +$475K +14,701 +0.4%
Northern Trust
20
Northern Trust
Illinois
$86.2M -$21.7M -670,800 -16%
Sanders Capital
21
Sanders Capital
Florida
$82.1M -$141M -4,353,489 -56%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$80.4M +$5.45M +168,499 +5%
OAG
23
Orbis Allan Gray
Bermuda
$69.9M +$2.8M +86,723 +3%
PPA
24
Parametric Portfolio Associates
Washington
$69M -$32.2M -996,476 -26%
VH
25
ValueAct Holdings
California
$67.6M +$89.6M +2,772,000 New

BP Hedge Fund Activity: Q1 2020 in Review

1,003 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BP (BP) for Q1 2020, worth a combined $8.37B — down 36% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BP and 87 opened new positions — a net loss of 133 holders — while 400 trimmed existing stakes and 385 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.1B. The largest seller was Morgan Stanley, cutting an estimated $171M.

  • 1,003 institutional investors held BP (BP) as of Q1 2020, down from 1,152 in Q4 2019.
  • Funds reported $8.37B of BP stock for Q1 2020, down 36% quarter-over-quarter.
  • 87 funds opened new BP positions in Q1 2020 and 220 closed out, a net change of -133 holders.
  • The largest BP buyer in Q1 2020 was Public Investment Fund, an estimated $1.1B added.
  • The largest BP seller in Q1 2020 was Morgan Stanley, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2020.