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401 hedge funds and large institutions have $2.68B invested in BHP in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 148 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 119

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.03% less ownership

Funds ownership: 2.17%2.14% (-0.03%)

4% less capital invested

Capital invested by funds: $2.79B → $2.68B (-$105M)

1% less funds holding

Funds holding: 406401 (-5)

27% less call options, than puts

Call options by funds: $116M | Put options by funds: $159M

Holders
401
Holders Change
-5
Holders Change %
-1.23%
% of All Funds
10.69%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
55
Increased
148
Reduced
119
Closed
54
Calls
$116M
Puts
$159M
Net Calls
-$42.2M
Net Calls Change
+$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
351
Isthmus Partners
Wisconsin
$23K
TNB
352
Thomasville National Bank
Georgia
$23K +$23.4K +576 New
RFS
353
Rockefeller Financial Services
New York
$23K +$24K +591 New
BWFA
354
Baltimore-Washington Financial Advisors
Maryland
$21K
HR
355
Howe & Rusling
New York
$20K
TFA
356
Transamerica Financial Advisors
Florida
$20K
QAM
357
QCI Asset Management
New York
$19K
TWA
358
TCI Wealth Advisors
Arizona
$19K +$14.9K +366 +286%
ECM
359
Estabrook Capital Management
New York
$18.6K
FCCM
360
First City Capital Management
Georgia
$18.6K
RFA
361
Reilly Financial Advisors
California
$18K -$30.6K -755 -63%
Manulife (Manufacturers Life Insurance)
362
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9K +$17.3M +425,599 +1,325%
LWCFA
363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
TF
364
Tompkins Financial
New York
$14K
IWMPD
365
Integrated Wealth Management (Palm Desert)
California
$14K +$14.9K +368 New
CFA
366
CT Financial Advisors
Pennsylvania
$13.9K -$24K -591 -62%
EWM
367
Evercore Wealth Management
New York
$13K -$127K -3,124 -90%
NCM
368
Nelson Capital Management
California
$13K -$48K -1,183 -78%
BAM
369
Barrett Asset Management
New York
$13K
BCMIO
370
Beacon Capital Management Inc (Ohio)
Ohio
$13K
FANJ
371
Financial Architects (New Jersey)
New Jersey
$12K
JFA
372
JNBA Financial Advisors
Minnesota
$10K -$7.71K -190 -44%
CFG
373
CKW Financial Group
Hawaii
$10K +$10.2K +252 New
BKA
374
Brick & Kyle Associates
Pennsylvania
$9K -$14.4K -354 -60%
ANBT
375
American National Bank & Trust
Texas
$9K -$406 -10 -4%

BHP Hedge Fund Activity: Q1 2015 in Review

401 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2015, worth a combined $2.68B — down 3.8% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BHP positions and 54 closed out — a net gain of 1 holder — while 148 added to existing stakes and 119 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $53.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $95.8M sold.

  • 401 institutional investors held BHP (BHP) as of Q1 2015, down from 406 in Q4 2014.
  • Funds reported $2.68B of BHP stock for Q1 2015, down 3.8% quarter-over-quarter.
  • 55 funds opened new BHP positions in Q1 2015 and 54 closed out, a net change of +1 holder.
  • The largest BHP buyer in Q1 2015 was Dimensional Fund Advisors, an estimated $53.6M added.
  • The largest BHP seller in Q1 2015 was Fidelity Investments, an estimated $95.8M sold.

Based on aggregated 13F filings for Q1 2015.