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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
IMC Chicago
251
IMC Chicago
Illinois
$1.11M +$99.7K +1,651 +11%
MFIM
252
Mesirow Financial Investment Management
Illinois
$1.1M +$968K +16,037 New
QT
253
Quantbot Technologies
New York
$1.1M +$968K +16,034 New
SIA
254
Schechter Investment Advisors
Michigan
$1.09M +$53.1K +880 +6%
ECM
255
Evergreen Capital Management
Washington
$1.08M +$28.7K +476 +3%
PCM
256
Parsons Capital Management
Rhode Island
$1.07M
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.07M -$65.9K -1,092 -7%
Brown Advisory
258
Brown Advisory
Maryland
$1.07M +$43.5K +720 +5%
STAS
259
Strong Tower Advisory Services
Minnesota
$1.07M +$125K +2,064 +15%
JSL
260
JT Stratford LLC
Georgia
$1.05M -$117K -1,943 -11%
XF
261
XML Financial
Maryland
$1.04M +$33.6K +556 +4%
KCM
262
Kempner Capital Management
Texas
$1.03M -$241 -4 -0%
CG
263
Caprock Group
Idaho
$1.01M +$230K +3,806 +35%
MCM
264
Mork Capital Management
California
$999K +$882K +14,620 New
JIC
265
Johnson Investment Counsel
Ohio
$978K -$64K -1,061 -7%
AFG
266
Atomi Financial Group
New York
$962K +$850K +14,087 New
FHA
267
Flagship Harbor Advisors
Massachusetts
$959K
Invesco
268
Invesco
Georgia
$955K +$141K +2,341 +20%
B
269
Bailard
California
$951K -$905 -15 -0.1%
SGA
270
Strategic Global Advisors
California
$948K -$19.6K -324 -2%
VC
271
Veracity Capital
Georgia
$948K +$276K +4,569 +49%
RP
272
Raelipskie Partnership
Ontario, Canada
$945K +$835K +13,830 New
SC
273
Scotia Capital
Ontario, Canada
$938K +$82.1K +1,360 +11%
SFG
274
SevenBridge Financial Group
Pennsylvania
$930K +$43.8K +725 +6%
GG
275
Gleason Group
Kentucky
$922K +$22.6K +374 +3%

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.