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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
BW
351
Basepoint Wealth
Iowa
$546K -$286K -4,737 -37%
SBIA
352
Sheaff Brock Investment Advisors
Indiana
$536K
LFA
353
Legacy Financial Advisors
Kentucky
$534K +$206K +3,420 +78%
MWM
354
Mission Wealth Management
California
$534K +$19.8K +328 +4%
PWM
355
Perigon Wealth Management
California
$532K +$43.8K +725 +10%
CCIA
356
Campbell & Co Investment Adviser
Maryland
$532K +$470K +7,783 New
CC
357
Cadinha & Co
Hawaii
$530K -$1.81K -30 -0.4%
Optiver Holding
358
Optiver Holding
Netherlands
$530K -$36.9M -611,442 -99%
LSA
359
Leonteq Securities AG
Switzerland
$527K +$161K +2,668 +53%
PWAM
360
Pinnacle West Asset Management
Wyoming
$526K +$18.1K +300 +4%
JHCP
361
Jackson Hole Capital Partners
Oklahoma
$523K
CAM
362
Creekmur Asset Management
Illinois
$521K +$460K +7,621 New
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$514K +$50.1K +830 +12%
EFS
364
Essex Financial Services
Connecticut
$514K -$737K -12,208 -62%
VWM
365
Venturi Wealth Management
Texas
$513K +$93.9K +1,556 +26%
AWE
366
Avidian Wealth Enterprises
Texas
$508K
ICG
367
InterOcean Capital Group
Tennessee
$506K -$99.6K -1,650 -18%
AWM
368
Axxcess Wealth Management
California
$506K
SC
369
Sapient Capital
Indiana
$504K +$445K +7,376 New
CIM
370
Confluence Investment Management
Missouri
$500K +$35.4K +587 +9%
CPIG
371
Chicago Partners Investment Group
Illinois
$500K -$60 -1 -0%
VA
372
Verdad Advisers
Massachusetts
$499K -$205K -3,400 -32%
CWM
373
Chronos Wealth Management
Florida
$499K -$13.5K -224 -3%
KWA
374
Kingswood Wealth Advisors
California
$497K +$170K +2,820 +63%
RG
375
Rathbones Group
United Kingdom
$489K

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.