How Institutional Holdings in BP Stock Are Trending


Mar. 8 2018, Updated 9:02 a.m. ET

Series until now

So far in this series, we have reviewed BP’s (BP) market performance by evaluating BP’s stock price trend and moving averages. We also looked at BP’s stock price estimate until June 29, 2018, based on implied volatility. Here, we’ll examine the changes in institutional holdings in BP.

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Institutional holdings

Institutional holdings show the percentage of a company’s shares owned by institutions like mutual funds, banks, and insurance companies. The level of these holdings suggests the confidence level or sentiment that sophisticated market participants like these establishments have in a stock. Usually, everything else being equal, higher institutional holding indicates a favorable opinion about a stock.

Institutional holding in BP

Institutional holding in BP currently stands at ~10%. Institutions with the highest ownerships include Barrow, Hanley, Mewhinney & Strauss, State Street Global Advisers, Dimensional Fund Advisers, and Franklin Advisers. On average, over the past six months, Barrow, Hanley, Mewhinney & Strauss have sold the most shares compared to the other three institutions. The other three institutions have reduced their total holdings in BP.

Bank of Montreal Ireland has sold the highest numbers of BP shares in the past six months. However, T. Rowe Price Associates has acquired the highest number of BP shares in the past six months.

Peers’ institutional holdings

Institutional holding in Royal Dutch Shell (RDS.A), Chevron (CVX), and ExxonMobil (XOM) stand at ~11.9%, ~64.9%, and ~52.6%, respectively.

In the next part, we’ll evaluate changes in short interest in BP.


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