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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
IC
326
IEQ Capital
California
$640K +$148K +2,449 +35%
P
327
Paradiem
Louisiana
$634K -$835K -13,839 -60%
CA
328
Cetera Advisors
Colorado
$625K -$11.7K -194 -2%
FI
329
Fractal Investments
Connecticut
$615K -$1.83M -30,327 -77%
CWM
330
Cadence Wealth Management
Massachusetts
$615K +$67.1K +1,111 +14%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$610K -$25.2K -417 -4%
WTC
332
WhitTier Trust Company
Nevada
$610K -$60 -1 -0%
HCM
333
Highlander Capital Management
New Jersey
$608K -$22.6K -375 -4%
ACS
334
Archford Capital Strategies
Illinois
$608K +$58.2K +965 +12%
ESB
335
Essex Savings Bank
Connecticut
$601K +$71.2K +1,179 +15%
BAAM
336
Baker Avenue Asset Management
California
$601K
PGIM
337
Pacific Global Investment Management
California
$600K -$20.5K -339 -4%
TFA
338
Teamwork Financial Advisors
Texas
$582K +$12.7K +210 +3%
RFG
339
Range Financial Group
Oregon
$580K +$512K +8,486 New
HSBC Holdings
340
HSBC Holdings
United Kingdom
$577K -$210K -3,485 -29%
IB
341
Intrust Bank
Kansas
$573K +$154K +2,552 +44%
ATIA
342
American Trust Investment Advisors
New Hampshire
$572K +$21.7K +360 +4%
VFA
343
Valeo Financial Advisors
Indiana
$567K +$107K +1,776 +27%
HCP
344
Hexagon Capital Partners
Arkansas
$566K +$63K +1,044 +14%
WFI
345
West Family Investments
California
$566K +$27.7K +459 +6%
BFA
346
Benedict Financial Advisors
Georgia
$566K
ACM
347
AlphaStar Capital Management
North Carolina
$560K -$207K -3,428 -29%
BCG
348
Breakwater Capital Group
New Jersey
$560K +$51.5K +853 +10%
MCM
349
MAI Capital Management
Ohio
$558K +$113K +1,866 +30%
BP
350
Ballentine Partners
Massachusetts
$547K +$239K +3,955 +98%

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.