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407 hedge funds and large institutions have $3.18B invested in BHP in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $153M | Put options by funds: $131M

4% more funds holding

Funds holding: 391407 (+16)

4% more capital invested

Capital invested by funds: $3.06B → $3.18B (+$116M)

0.2% less ownership

Funds ownership: 2.42%2.21% (-0.2%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

32% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 154

Holders
407
Holders Change
+16
Holders Change %
+4.09%
% of All Funds
8.81%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.19%
New
64
Increased
105
Reduced
154
Closed
45
Calls
$153M
Puts
$131M
Net Calls
+$22.3M
Net Calls Change
-$54.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$97K +$52.2K +1,145 +136%
LWA
302
Lenox Wealth Advisors
New York
$90K +$28.1K +616 +50%
BWM
303
Baystate Wealth Management
Massachusetts
$87K +$4.79K +105 +6%
SBL
304
Sargent Bickham Lagudis
Colorado
$86K -$28.4K -624 -26%
CAW
305
Cornerstone Advisors (Washington)
Washington
$85K +$30.2K +662 +61%
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$73K +$68.1K +1,494 New
PMFA
307
Plante Moran Financial Advisors
Michigan
$72K -$2.87K -63 -4%
AA
308
AlphaMark Advisors
Kentucky
$72K +$15.4K +337 +25%
SIAS
309
Shine Investment Advisory Services
Colorado
$67K
WAM
310
Wealthspire Advisors (Maryland)
Maryland
$63K -$22.4K -491 -28%
LFA
311
Legacy Financial Advisors
Kentucky
$59K +$13.4K +294 +32%
ACM
312
Aviance Capital Management
Florida
$58K -$13.7K -301 -20%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$57K -$137 -3 -0.3%
SCM
314
Shelton Capital Management
Colorado
$56.4K -$2.72M -59,752 -95%
GWS
315
Glassman Wealth Services
Virginia
$55K +$729 +16 +1%
HI
316
Hudock Inc
Pennsylvania
$54K
DAM
317
Delta Asset Management
Tennessee
$51K -$69K -1,514 -59%
GEA
318
Glen Eagle Advisors
New Jersey
$50.6K -$3.56K -78 -7%
CB
319
CNB Bank
Pennsylvania
$46K
AOWM
320
Alpha Omega Wealth Management
Virginia
$45K
BL
321
Balentine LLC
Georgia
$45K
POIA
322
Pin Oak Investment Advisors
Texas
$44K
FGAM
323
Financial Gravity Asset Management
Texas
$44K +$40.5K +889 New
RCAG
324
Rehmann Capital Advisory Group
Michigan
$42.8K +$9.57K +210 +31%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$25.5K -560 -40%

BHP Hedge Fund Activity: Q1 2019 in Review

407 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2019, worth a combined $3.18B — up 3.8% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BHP positions and 45 closed out — a net gain of 19 holders — while 105 added to existing stakes and 154 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $52.8M. The largest seller was LMR Partners, exiting entirely with an estimated $81.6M sold.

  • 407 institutional investors held BHP (BHP) as of Q1 2019, up from 391 in Q4 2018.
  • Funds reported $3.18B of BHP stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 64 funds opened new BHP positions in Q1 2019 and 45 closed out, a net change of +19 holders.
  • The largest BHP buyer in Q1 2019 was Neuberger Berman Group, an estimated $52.8M added.
  • The largest BHP seller in Q1 2019 was LMR Partners, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2019.