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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
FCH
276
Freestone Capital Holdings
Washington
$913K -$14.4K -238 -2%
GT
277
Glenmede Trust
Pennsylvania
$903K +$166K +2,756 +26%
CIA
278
Choate Investment Advisors
Massachusetts
$896K -$134K -2,218 -14%
SW
279
SVB Wealth
Massachusetts
$891K +$10.3K +170 +1%
WA
280
WealthTrust Axiom
Pennsylvania
$890K -$13.4K -222 -2%
MGWM
281
Marks Group Wealth Management
Minnesota
$883K -$30K -497 -4%
CIC
282
Carnegie Investment Counsel
Ohio
$874K +$33.1K +549 +4%
Prudential Financial
283
Prudential Financial
New Jersey
$872K +$9.42K +156 +1%
RCM
284
Requisite Capital Management
Texas
$866K +$121K +2,005 +19%
PFS
285
Prospera Financial Services
Texas
$863K +$17K +282 +2%
FC
286
FCA Corp
Texas
$859K +$374K +6,188 +97%
SSA
287
Schonfeld Strategic Advisors
New York
$855K +$756K +12,520 New
GWM
288
GSB Wealth Management
Connecticut
$854K +$6.64K +110 +0.9%
ADMI
289
Albert D. Mason Inc
Massachusetts
$847K -$3.02K -50 -0.4%
CWP
290
Capital Wealth Planning
Florida
$844K -$96.2K -1,594 -11%
PCM
291
Penserra Capital Management
California
$844K -$96.2K -1,594 -11%
EL
292
EMFO LLC
Florida
$842K -$3.2M -53,084 -81%
William Blair & Company
293
William Blair & Company
Illinois
$838K +$45.9K +760 +7%
ATC
294
Argent Trust Co
Tennessee
$828K
CGL
295
Clarius Group LLC
Washington
$826K -$53.5K -887 -7%
PA
296
Parallel Advisors
California
$815K +$104K +1,730 +17%
AWM
297
Apollon Wealth Management
South Carolina
$810K -$483 -8 -0.1%
ACM
298
Aquatic Capital Management
Illinois
$806K -$115K -1,900 -14%
BA
299
Bristlecone Advisors
Washington
$789K +$263K +4,352 +60%
Point72 Asset Management
300
Point72 Asset Management
Connecticut
$772K -$7.43M -123,100 -92%

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.