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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
MIM
276
Montgomery Investment Management
Maryland
$471K -$467K -8,078 -50%
Fayez Sarofim & Co
277
Fayez Sarofim & Co
Texas
$465K +$467K +8,070 New
RHJA
278
Rice Hall James & Associates
California
$464K +$54.7K +946 +13%
PAI
279
Pittenger & Anderson Inc
Nebraska
$464K +$66.4K +1,147 +17%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$434K -$98K -1,693 -18%
WPIC
281
White Pine Investment Company
Michigan
$428K
HNB
282
Huntington National Bank
Ohio
$427K -$3.88K -67 -0.9%
Envestnet Asset Management
283
Envestnet Asset Management
Illinois
$420K -$4.63K -80 -1%
IPC
284
Independent Portfolio Consultants
Florida
$417K -$25K -432 -6%
BNP Paribas Financial Markets
285
BNP Paribas Financial Markets
France
$406K +$407K +7,032 New
CIM
286
Confluence Investment Management
Missouri
$400K -$28.4K -490 -7%
FIM
287
Freedom Investment Management
Connecticut
$398K -$76.7K -1,325 -16%
SC
288
Sumit Capital
New York
$395K +$396K +6,842 New
GA
289
Geneva Advisors
Illinois
$394K +$8.56K +148 +2%
TT
290
Tower Trust
Indiana
$385K -$20.6K -356 -5%
I2I
291
Insight 2811 Inc
Illinois
$385K +$387K +6,682 New
SAM
292
Symphony Asset Management
California
$378K +$379K +6,552 New
LCM
293
Lucas Capital Management
New Jersey
$375K -$75.2K -1,300 -17%
BFA
294
BlackRock Fund Advisors
California
$365K +$4.98K +86 +1%
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
$363K +$364K +6,292 New
RFC
296
Regions Financial Corp
Alabama
$360K -$39.9K -689 -10%
TCCM
297
Timber Creek Capital Management
Massachusetts
$359K
KFS
298
KMS Financial Services
Washington
$357K +$8.33K +144 +2%
KFC
299
Klingenstein Fields & Co
New York
$355K -$20.5K -355 -5%
GCC
300
Guardian Capital (Canada)
Ontario, Canada
$342K

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.