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455 hedge funds and large institutions have $4.42B invested in BHP in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more capital invested

Capital invested by funds: $4.18B → $4.42B (+$241M)

3% more funds holding

Funds holding: 440455 (+15)

0.04% more ownership

Funds ownership: 2.34%2.38% (+0.04%)

27% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 187

58% less call options, than puts

Call options by funds: $144M | Put options by funds: $344M

Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
62
Increased
137
Reduced
187
Closed
41
Calls
$144M
Puts
$344M
Net Calls
-$199M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
251
Birch Hill Investment Advisors
Massachusetts
$634K
ACM
252
Aviance Capital Management
Florida
$596K +$4.22K +73 +0.7%
BF
253
BOK Financial
Oklahoma
$594K -$87.8K -1,517 -13%
Creative Planning
254
Creative Planning
Kansas
$575K +$45.5K +787 +9%
BWAM
255
Boyd Watterson Asset Management
Ohio
$575K +$58.7K +1,014 +11%
PA
256
Pinnacle Associates
New York
$564K -$15.7K -272 -3%
ICM
257
IMS Capital Management
Oregon
$563K -$2.66K -46 -0.5%
CB
258
Commerce Bank
Missouri
$558K -$54K -933 -9%
BIT
259
BlackRock Institutional Trust
California
$553K +$555K +9,593 New
BIC
260
Bridges Investment Counsel
Nebraska
$551K -$417K -7,214 -43%
SI
261
Standard Investments
New York
$542K +$543K +9,393 New
OC
262
Oarsman Capital
Wisconsin
$537K -$18.5K -319 -3%
RBC
263
Ronald Blue & Co
Georgia
$536K -$2.89K -50 -0.5%
HighTower Advisors
264
HighTower Advisors
Illinois
$535K +$34.9K +603 +7%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$534K -$82.1K -1,419 -13%
SM
266
Stratton Management
Pennsylvania
$532K +$54.7K +946 +11%
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$523K +$26.5K +458 +5%
EWM
268
Edge Wealth Management
New York
$503K +$18K +311 +4%
FAAS
269
First Allied Advisory Services
California
$500K -$89.2K -1,542 -15%
Fiera Capital (Canada)
270
Fiera Capital (Canada)
Quebec, Canada
$499K +$501K +8,657 New
BFS
271
Bradley Foster & Sargent
Connecticut
$498K -$51.7K -893 -9%
CIP
272
Convergence Investment Partners
Florida
$497K -$78.6K -1,358 -14%
FWIA
273
Fort Washington Investment Advisors
Ohio
$485K -$10.3K -178 -2%
Canada Life
274
Canada Life
Manitoba, Canada
$478K +$479K +8,279 New
SIC
275
Schwartz Investment Counsel
Michigan
$477K

BHP Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2013, worth a combined $4.42B — up 5.8% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BHP positions and 41 closed out — a net gain of 21 holders — while 137 added to existing stakes and 187 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $155M. The largest seller was WHV Investments, cutting an estimated $56.5M.

  • 455 institutional investors held BHP (BHP) as of Q4 2013, up from 440 in Q3 2013.
  • Funds reported $4.42B of BHP stock for Q4 2013, up 5.8% quarter-over-quarter.
  • 62 funds opened new BHP positions in Q4 2013 and 41 closed out, a net change of +21 holders.
  • The largest BHP buyer in Q4 2013 was EARNEST Partners, an estimated $155M added.
  • The largest BHP seller in Q4 2013 was WHV Investments, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2013.