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391 hedge funds and large institutions have $3.06B invested in BHP in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

46% more call options, than puts

Call options by funds: $242M | Put options by funds: $165M

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

2% more funds holding

Funds holding: 382391 (+9)

0.39% more ownership

Funds ownership: 2.02%2.42% (+0.39%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

28% less capital invested

Capital invested by funds: $4.27B → $3.06B (-$1.21B)

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
72
Increased
102
Reduced
126
Closed
60
Calls
$242M
Puts
$165M
Net Calls
+$76.8M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
301
Alpha Omega Wealth Management
Virginia
$40K
LFA
302
Legacy Financial Advisors
Kentucky
$40K +$20.7K +494 +116%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$40K +$38.8K +927 New
CB
304
CNB Bank
Pennsylvania
$40K +$39.3K +938 New
BL
305
Balentine LLC
Georgia
$39K +$31.8K +759 +487%
POIA
306
Pin Oak Investment Advisors
Texas
$39K +$37.6K +897 New
DWM
307
Doyle Wealth Management
Florida
$39K +$38K +908 New
WANY
308
Wealthspire Advisors (New York)
New York
$37K +$36K +858 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$36K -$1.51K -36 -4%
LNB
310
Ledyard National Bank
$36K
GRP
311
Global Retirement Partners
California
$36K +$210 +5 +0.6%
IA
312
IFP Advisors
Florida
$34K -$1.51K -36 -4%
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$34K
BCA
314
Berman Capital Advisors
Georgia
$33K +$33.7K +804 New
TL
315
TrueWealth LLC
Georgia
$32K
MOS
316
MGO One Seven
Ohio
$32K +$31.6K +753 New
DSC
317
Duncker Streett & Co
Missouri
$31K -$33.9K -808 -53%
CLOS
318
Compagnie Lombard Odier SCmA
Switzerland
$31K
AIA
319
Alera Investment Advisors
Illinois
$30K +$29.6K +706 New
RCAG
320
Rehmann Capital Advisory Group
Michigan
$28.8K -$10.9K -260 -28%
Bessemer Group
321
Bessemer Group
New Jersey
$24K
CH
322
Canton Hathaway
Rhode Island
$24K
FANJ
323
Financial Architects (New Jersey)
New Jersey
$24K
TWA
324
TCI Wealth Advisors
Arizona
$24K
FCA
325
FinTrust Capital Advisors
South Carolina
$24K +$23.5K +561 New

BHP Hedge Fund Activity: Q4 2018 in Review

391 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2018, worth a combined $3.06B — down 28% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHP positions and 60 closed out — a net gain of 12 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.3M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $1.41B sold.

  • 391 institutional investors held BHP (BHP) as of Q4 2018, up from 382 in Q3 2018.
  • Funds reported $3.06B of BHP stock for Q4 2018, down 28% quarter-over-quarter.
  • 72 funds opened new BHP positions in Q4 2018 and 60 closed out, a net change of +12 holders.
  • The largest BHP buyer in Q4 2018 was Morgan Stanley, an estimated $92.3M added.
  • The largest BHP seller in Q4 2018 was SPX Gestao de Recursos, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.