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701 hedge funds and large institutions have $6.89B invested in BHP in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 204 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

33% more capital invested

Capital invested by funds: $5.17B → $6.89B (+$1.72B)

18% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 204

6% more funds holding

Funds holding: 659701 (+42)

5% more call options, than puts

Call options by funds: $543M | Put options by funds: $519M

0.21% more ownership

Funds ownership: 1.79%2% (+0.21%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
701
Holders Change
+42
Holders Change %
+6.37%
% of All Funds
10.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
115
Increased
241
Reduced
204
Closed
66
Calls
$543M
Puts
$519M
Net Calls
+$24.5M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$449K -7,433 -28%
PCIA
227
Prime Capital Investment Advisors
Kansas
$1.29M +$113K +1,875 +11%
GC
228
Guggenheim Capital
Illinois
$1.27M -$75.9K -1,257 -6%
AAS
229
Avantax Advisory Services
Texas
$1.26M +$91.4K +1,515 +9%
ACM
230
Ativo Capital Management
Illinois
$1.25M -$12.1K -201 -1%
RFM
231
Royal Fund Management
Florida
$1.25M +$40.4K +669 +4%
BNP Paribas Financial Markets
232
BNP Paribas Financial Markets
France
$1.23M -$4.05M -67,104 -79%
CTA
233
Chesley Taft & Associates
Illinois
$1.22M -$89.2K -1,478 -8%
NFG
234
Norris Financial Group
South Carolina
$1.22M -$295K -4,890 -21%
1WA
235
180 Wealth Advisors
Washington
$1.21M +$1.39K +23 +0.1%
SRC
236
Sage Rhino Capital
California
$1.21M +$905 +15 +0.1%
NSB
237
Norway Savings Bank
Maine
$1.17M +$35.9K +595 +4%
RFC
238
Regions Financial Corp
Alabama
$1.17M +$104K +1,731 +11%
FBC
239
Fairfield, Bush & Co
Connecticut
$1.17M -$24.1K -400 -2%
IAS
240
Insigneo Advisory Services
Florida
$1.14M +$509K +8,427 +101%
AWS
241
Atria Wealth Solutions
New York
$1.13M -$31.1K -516 -3%
UCFA
242
United Capital Financial Advisors
Texas
$1.12M +$778K +12,892 +363%
DF
243
Donoghue Forlines
Massachusetts
$1.12M -$2.72K -45 -0.3%
SPG
244
Strategic Planning Group
Utah
$1.12M +$989K +16,381 New
1832 Asset Management
245
1832 Asset Management
Ontario, Canada
$1.11M
VT
246
Vise Technologies
New York
$1.11M +$23.2K +384 +2%
M&T Bank
247
M&T Bank
New York
$1.11M +$10.9K +181 +1%
JSC
248
Jackson Square Capital
California
$1.11M +$321K +5,312 +49%
SWM
249
SeaCrest Wealth Management
New York
$1.11M +$6.1K +101 +0.6%
PA
250
Profund Advisors
Maryland
$1.11M -$75K -1,243 -7%

BHP Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2023, worth a combined $6.89B — up 33% from $5.17B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BHP positions and 66 closed out — a net gain of 49 holders — while 241 added to existing stakes and 204 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $300M. The largest seller was Optiver Holding, cutting an estimated $36.9M.

  • 701 institutional investors held BHP (BHP) as of Q4 2023, up from 659 in Q3 2023.
  • Funds reported $6.89B of BHP stock for Q4 2023, up 33% quarter-over-quarter.
  • 115 funds opened new BHP positions in Q4 2023 and 66 closed out, a net change of +49 holders.
  • The largest BHP buyer in Q4 2023 was Morgan Stanley, an estimated $300M added.
  • The largest BHP seller in Q4 2023 was Optiver Holding, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2023.