The cluster indicates broad institutional distribution, particularly from multi-manager and bank-affiliated funds. Monitor for follow-on selling or negative catalysts (e.g., oil price weakness, energy transition policy). The 45-day 13F lag means these positions may already be adjusted; watch for any Form 4 insider selling to confirm bearish conviction.
Executive Summary
Institutional cluster for BP PLC shows a net distribution of approximately $93.4M in Q2 2026, with 5 sellers (including a full exit by Calamos Advisors and large trims by Citigroup, Envestnet, and Walleye entities) outweighing 5 buyers. The selling is dominated by active managers, signaling institutional caution on the integrated oil major amid sector headwinds.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$93.4M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| New York State Common Retirement Fund | ADD | +59.8% | $48.3M | $9.8M |
| Imc-Chicago | DOUBLED | +182.2% | $15.0M | $8.2M |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Calamos Advisors | EXIT | -100% | $22.3M | -$22.3M |
| Citigroup | TRIM | -47.5% | $63.5M | -$37.3M |
| Envestnet Asset Management | TRIM | -31% | $48.0M | -$22.0M |
| Walleye Trading | TRIM | -51.5% | $33.3M | -$20.6M |
| Walleye Capital | TRIM | -51.1% | $15.9M | -$9.8M |
Key Facts
- 5 institutional sellers reduced positions by a net $112M, led by Citigroup (-$37.3M), Calamos Advisors (full exit of $22.3M), Envestnet (-$22.0M), and Walleye Trading (-$20.6M).
- 5 institutional buyers added $18.6M, led by New York State Common Retirement Fund (+$9.8M) and IMC-Chicago (+$8.2M).
- Net institutional flow was -$93.4M, representing ~0.09% of BP's $109B market cap.
- All participants are active managers or prop trading firms — no passive/index fund activity in the cluster.
Financial Impact
Net institutional selling of approximately $93.4M in Q2 2026, with sellers reducing $112M in value versus buyers adding $18.6M.
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed.
- Net selling is small relative to market cap (~0.09%), limiting direct price impact.
- Oil price volatility could reverse sentiment quickly.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BP-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | 6-K | $43.90 $44.50 | ▲ +1.37% | ▲ +1.53% | — |
Sep 1, 2026 4w ago | 6-K | $44.47 $43.99 | ▼ −1.08% | ▼ −1.40% | — |
Sep 1, 2026 4w ago | 6-K | $44.47 $43.99 | ▼ −1.08% | ▼ −1.40% | — |
Aug 8, 2026 7w ago | Institutional Cluster | $42.88 $44.88 | ▼ −4.66% | ▼ −5.58% | — |
Aug 4, 2026 8w ago | 6-K | $42.44 $44.47 | ▲ +4.78% | ▲ +6.02% | — |
Aug 4, 2026 8w ago | 6-K | $42.44 $44.47 | ▲ +4.78% | ▲ +6.02% | — |
Aug 3, 2026 8w ago | 6-K | $44.26 $42.87 | ▼ −3.14% | ▼ −4.38% | — |
Aug 3, 2026 8w ago | 6-K | $44.26 $42.87 | ▼ −3.14% | ▼ −4.38% | — |
Jul 14, 2026 11w ago | 6-K | $41.40 $43.16 | ▲ +4.25% | ▲ +1.76% | — |
Jul 1, 2026 13w ago | 6-K | $36.15 $43.32 | ▲ +19.83% | ▲ +22.02% | — |
US Market Status
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