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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.

162 hedge funds and large institutions have $1.53B invested in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.45M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

15% less funds holding

Funds holding: 191162 (-29)

29% less capital invested

Capital invested by funds: $2.15B → $1.53B (-$622M)

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

44% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 59

Holders
162
Holders Change
-29
Holders Change %
-15.18%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
33
Increased
41
Reduced
64
Closed
59
Calls
$11.9M
Puts
$4.45M
Net Calls
+$7.43M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$184M +$6.82M +173,140 +3%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$163M -$71.2M -1,808,021 -25%
SGCM
3
Sand Grove Capital Management
United Kingdom
$84.2M +$56.7M +1,438,033 +108%
PCM
4
Polaris Capital Management
Massachusetts
$78.6M -$87.1M -2,211,600 -46%
Millennium Management
5
Millennium Management
New York
$73.5M +$37M +939,959 +63%
YCMGA
6
York Capital Management Global Advisors
New York
$68.5M +$88.9M +2,256,169 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$66.1M +$25.1M +638,026 +41%
UBS Group
8
UBS Group
Switzerland
$62.9M +$79.1M +2,007,694 +3,030%
Norges Bank
9
Norges Bank
Norway
$61.9M +$80.3M +2,039,000 New
Goldman Sachs
10
Goldman Sachs
New York
$48.6M +$8.1M +205,702 +15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$44.9M +$4.98M +126,450 +9%
Marshall Wace
12
Marshall Wace
United Kingdom
$41.3M +$11.3M +285,941 +27%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$40.9M
Northern Trust
14
Northern Trust
Illinois
$33M -$1.41M -35,739 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$26.8M +$9.97M +253,087 +40%
UOC
16
UBS O'Connor
Illinois
$25.9M +$4.77M +121,181 +17%
MWNA
17
Marshall Wace North America
New York
$25M +$32.4M +822,444 New
WRF
18
Waddell & Reed Financial
Kansas
$23.4M -$2.36M -59,806 -7%
TSW
19
Thompson Siegel & Walmsley
Virginia
$22.2M +$18.9K +479 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$19.6M -$1.94M -49,121 -7%
WA
21
Whitebox Advisors
Minnesota
$16.6M +$21.6M +548,592 New
PPA
22
Parametric Portfolio Associates
Washington
$16M -$587K -14,905 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$15.9M +$18.3M +465,270 +790%
Two Sigma Investments
24
Two Sigma Investments
New York
$14.9M +$12.9M +327,186 +201%
AIA
25
Avalon Investment & Advisory
Texas
$14.8M +$29.4K +746 +0.2%

BBL Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) for Q1 2020, worth a combined $1.53B — down 29% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of BBL and 33 opened new positions — a net loss of 26 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $88.9M. The largest seller was Polaris Capital Management, cutting an estimated $87.1M.

  • 162 institutional investors held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) as of Q1 2020, down from 191 in Q4 2019.
  • Funds reported $1.53B of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) stock for Q1 2020, down 29% quarter-over-quarter.
  • 33 funds opened new BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) positions in Q1 2020 and 59 closed out, a net change of -26 holders.
  • The largest BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) buyer in Q1 2020 was York Capital Management Global Advisors, an estimated $88.9M added.
  • The largest BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) seller in Q1 2020 was Polaris Capital Management, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2020.