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BBL

BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)

Delisted

BBL was delisted on the 28th of January, 2022.

147 hedge funds and large institutions have $966M invested in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $891M → $966M (+$75.5M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

32% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $1.77M

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
24
Increased
50
Reduced
46
Closed
22
Calls
$1.2M
Puts
$1.77M
Net Calls
-$569K
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMA
1
Nikko Asset Management Americas
New York
$140M -$16.9M -279,000 -11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$108M +$24.3M +401,700 +30%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$83.8M
PCM
4
Polaris Capital Management
Massachusetts
$61.5M +$59.9M +990,758 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$56.2M +$30.4M +502,869 +125%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$52.3M +$302K +4,988 +0.6%
Invesco
7
Invesco
Georgia
$35.6M +$782K +12,940 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$32.2M +$515K +8,517 +2%
Franklin Resources
9
Franklin Resources
California
$29.3M +$1.22M +20,180 +4%
RFC
10
Russell Frank Company
Washington
$25.3M -$447K -7,400 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.9M -$1.08M -17,823 -5%
TSW
12
Thompson Siegel & Walmsley
Virginia
$20M +$11.9M +196,900 +157%
CIM
13
Corda Investment Management
Texas
$16.2M +$223K +3,687 +1%
Northern Trust
14
Northern Trust
Illinois
$13.9M +$1.04M +17,186 +8%
TWI
15
Thomas White International
Illinois
$13.1M +$3.12M +51,561 +32%
SG Americas Securities
16
SG Americas Securities
New York
$12.9M +$12.6M +208,283 New
Jane Street
17
Jane Street
New York
$12.3M +$12M +198,153 New
BIM
18
BlackRock Investment Management
Delaware
$11.5M -$14.5M -239,717 -56%
Wells Fargo
19
Wells Fargo
California
$11.2M +$3.49M +57,735 +47%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.7M -$925K -15,300 -8%
Goldman Sachs
21
Goldman Sachs
New York
$9.37M +$496K +8,203 +6%
PPA
22
Parametric Portfolio Associates
Washington
$9.28M -$3.38M -55,845 -27%
Two Sigma Investments
23
Two Sigma Investments
New York
$8.43M +$8.2M +135,694 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$8.4M +$3.19M +52,775 +64%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$7.26M +$247K +4,086 +4%

BBL Hedge Fund Activity: Q4 2013 in Review

147 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) for Q4 2013, worth a combined $966M — up 8.5% from $891M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBL positions and 22 closed out — a net gain of 2 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Polaris Capital Management, opening a new position worth an estimated $59.9M. The largest seller was BlackRock Group, exiting entirely with an estimated $41.3M sold.

  • 147 institutional investors held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $966M of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) stock for Q4 2013, up 8.5% quarter-over-quarter.
  • 24 funds opened new BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) positions in Q4 2013 and 22 closed out, a net change of +2 holders.
  • The largest BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) buyer in Q4 2013 was Polaris Capital Management, an estimated $59.9M added.
  • The largest BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) seller in Q4 2013 was BlackRock Group, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2013.