We are live on ! Find out more

450 hedge funds and large institutions have $5.07B invested in BHP in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 445450 (+5)

2% more capital invested

Capital invested by funds: $4.95B → $5.07B (+$115M)

0.03% more ownership

Funds ownership: 2.69%2.72% (+0.03%)

22% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 170

66% less call options, than puts

Call options by funds: $183M | Put options by funds: $542M

Holders
450
Holders Change
+5
Holders Change %
+1.12%
% of All Funds
12.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
44
Increased
133
Reduced
170
Closed
37
Calls
$183M
Puts
$542M
Net Calls
-$360M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
351
First National Bank of Omaha
Nebraska
$205K
TSW
352
Thompson Siegel & Walmsley
Virginia
$205K
WA
353
WealthTrust Axiom
Pennsylvania
$205K
BCM
354
Blenheim Capital Management
New Jersey
$205K +$208K +3,548 New
LW
355
Linscomb Wealth
Texas
$203K +$206K +3,505 New
HCM
356
Herndon Capital Management
Georgia
$202K
RIL
357
Rothschild Investment LLC
Illinois
$202K +$205K +3,489 New
Bessemer Group
358
Bessemer Group
New Jersey
$186K -$437K -7,442 -70%
MCM
359
Manchester Capital Management
Vermont
$168K +$170K +2,902 New
Envestnet Asset Management
360
Envestnet Asset Management
Illinois
$162K -$187K -3,184 -53%
AA
361
AlphaMark Advisors
Kentucky
$154K -$10.4K -177 -6%
NSIM
362
North Star Investment Management
Illinois
$137K
WIL
363
Winifred I. Li
$130K -$3.11K -53 -2%
OA
364
OFI Advisors
Pennsylvania
$129K -$1.76K -30 -1%
MCM
365
McKinley Capital Management
Alaska
$127K -$1.32M -22,540 -91%
WRM
366
Westport Resources Management
Connecticut
$123K -$14.1K -240 -10%
MA
367
MCF Advisors
Kentucky
$123K +$74.8K +1,273 +144%
BC
368
Bartlett & Co
Ohio
$117K
WAM
369
Weatherly Asset Management
California
$115K +$117K +1,993 New
FNBT
370
FineMark National Bank & Trust
Florida
$109K -$1.04M -17,722 -90%
FCT
371
Family Capital Trust
Massachusetts
$108K
SNT
372
Security National Trust
West Virginia
$106K -$24.3K -414 -18%
PTC
373
Private Trust Company
Ohio
$106K +$13.9K +236 +15%
EWM
374
Evercore Wealth Management
New York
$101K -$107K -1,814 -51%
BRWA
375
B. Riley Wealth Advisors
Florida
$101K +$102K +1,739 New

BHP Hedge Fund Activity: Q2 2014 in Review

450 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q2 2014, worth a combined $5.07B — up 2.3% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHP positions and 37 closed out — a net gain of 7 holders — while 133 added to existing stakes and 170 trimmed.

The largest buyer was Citigroup, adding an estimated $52.5M. The largest seller was Goldman Sachs, cutting an estimated $111M.

  • 450 institutional investors held BHP (BHP) as of Q2 2014, up from 445 in Q1 2014.
  • Funds reported $5.07B of BHP stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 44 funds opened new BHP positions in Q2 2014 and 37 closed out, a net change of +7 holders.
  • The largest BHP buyer in Q2 2014 was Citigroup, an estimated $52.5M added.
  • The largest BHP seller in Q2 2014 was Goldman Sachs, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2014.