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445 hedge funds and large institutions have $4.95B invested in BHP in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.42B → $4.95B (+$531M)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.31% more ownership

Funds ownership: 2.38%2.69% (+0.31%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 455445 (-10)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

74% less call options, than puts

Call options by funds: $168M | Put options by funds: $639M

Holders
445
Holders Change
-10
Holders Change %
-2.2%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
53
Increased
150
Reduced
149
Closed
56
Calls
$168M
Puts
$639M
Net Calls
-$471M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
WealthTrust Axiom
Pennsylvania
$203K
WG
352
Welch Group
Alabama
$201K -$96.7K -1,725 -33%
HCM
353
Herndon Capital Management
Georgia
$200K
WTB
354
Washington Trust Bank
Washington
$165K +$162K +2,882 New
AA
355
AlphaMark Advisors
Kentucky
$163K +$44.1K +786 +38%
WRM
356
Westport Resources Management
Connecticut
$136K
NSIM
357
North Star Investment Management
Illinois
$136K +$133K +2,365 New
FFC
358
First Financial Corp
Indiana
$134K
WIL
359
Winifred I. Li
$132K
SNT
360
Security National Trust
West Virginia
$129K
OA
361
OFI Advisors
Pennsylvania
$129K +$5.27K +94 +4%
BC
362
Bartlett & Co
Ohio
$116K
NCM
363
Nelson Capital Management
California
$115K
MFS
364
MSI Financial Services
Massachusetts
$115K +$1.4K +25 +1%
FCT
365
Family Capital Trust
Massachusetts
$107K
PTC
366
Private Trust Company
Ohio
$92K -$1.29K -23 -1%
AA
367
Apriem Advisors
California
$88K
HPBT
368
High Point Bank & Trust
North Carolina
$81K
HI
369
Hudock Inc
Pennsylvania
$74K
PSI
370
Pinnacle Summer Investments
Virginia
$71K -$4.99K -89 -7%
ARMC
371
American Research & Management Company
Massachusetts
$68K
DekaBank Deutsche Girozentrale
372
DekaBank Deutsche Girozentrale
Germany
$68K
KPCM
373
Kings Point Capital Management
New York
$68K
ST
374
SpiderRock Trading
Illinois
$61K
LOCC
375
Lombard Odier & Cie (Canada)
Quebec, Canada
$58K

BHP Hedge Fund Activity: Q1 2014 in Review

445 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2014, worth a combined $4.95B — up 12% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHP and 53 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 150 added.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 445 institutional investors held BHP (BHP) as of Q1 2014, down from 455 in Q4 2013.
  • Funds reported $4.95B of BHP stock for Q1 2014, up 12% quarter-over-quarter.
  • 53 funds opened new BHP positions in Q1 2014 and 56 closed out, a net change of -3 holders.
  • The largest BHP buyer in Q1 2014 was Marketfield Asset Management, an estimated $277M added.
  • The largest BHP seller in Q1 2014 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2014.