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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
GBWM
301
Granite Bay Wealth Management
New Hampshire
$761K
IAA
302
Independent Advisor Alliance
North Carolina
$757K -$28.4K -470 -4%
LI
303
Louisbourg Investments
New Brunswick, Canada
$757K +$669K +11,080 New
ASN
304
Advisory Services Network
Georgia
$753K -$830K -13,743 -55%
WS
305
Wedbush Securities
California
$748K -$19.7K -327 -3%
GAMC
306
Garner Asset Management Corp
Texas
$746K +$751K +12,444 New
PAG
307
Private Advisor Group
New Jersey
$745K +$8.27K +137 +1%
Deutsche Bank
308
Deutsche Bank
Germany
$744K
NHC
309
Nicholas Hoffman & Company
Georgia
$742K -$201K -3,329 -23%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$742K -$136K -2,248 -17%
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$727K +$141K +2,342 +28%
LAI
312
Legal Advantage Investments
California
$725K -$35K -580 -5%
I
313
INVST
Indiana
$724K +$3.86K +64 +0.5%
WT
314
Whittier Trust
California
$719K -$78.5K -1,300 -11%
KWM
315
Kingsview Wealth Management
Oregon
$719K +$2.35K +39 +0.4%
State Street
316
State Street
Massachusetts
$698K
RCM
317
RNC Capital Management
California
$689K
DWT
318
Dorsey & Whitney Trust
South Dakota
$686K +$606K +10,044 New
HWP
319
Highline Wealth Partners
California
$683K
BHC
320
Bowen Hanes & Co
Florida
$678K +$16.6K +275 +3%
IA
321
Inspire Advisors
Idaho
$673K +$111K +1,841 +23%
IPW
322
Invictus Private Wealth
Colorado
$663K
LSAG
323
Lake Street Advisors Group
New Hampshire
$660K +$583K +9,663 New
MCM
324
McKinley Capital Management
Alaska
$657K +$11.1K +184 +2%
PHS
325
Pekin Hardy Strauss
Illinois
$649K -$72.4K -1,200 -11%

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.