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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$466K +$33.9K +566 +8%
Nomura Holdings
352
Nomura Holdings
Japan
$463K +$480K +8,024 New
PCIA
353
Prime Capital Investment Advisors
Kansas
$460K -$649K -10,845 -58%
BCG
354
Breakwater Capital Group
New Jersey
$459K -$81.2K -1,357 -15%
SBIA
355
Sheaff Brock Investment Advisors
Indiana
$458K +$5.69K +95 +1%
OWA
356
One Wealth Advisors
California
$458K +$255K +4,254 +115%
PWM
357
Perigon Wealth Management
California
$455K +$5.69K +95 +1%
YIH
358
Y-Intercept (HK)
Hong Kong
$454K -$2.23M -37,249 -83%
AWE
359
Avidian Wealth Enterprises
Texas
$449K +$20.1K +335 +5%
PWAM
360
Pinnacle West Asset Management
Wyoming
$446K +$1.5K +25 +0.3%
AQR Capital Management
361
AQR Capital Management
Connecticut
$443K +$459K +7,673 New
VFA
362
Valeo Financial Advisors
Indiana
$439K -$52.9K -884 -11%
MCM
363
MAI Capital Management
Ohio
$437K -$34.8K -582 -7%
GCM
364
Gallacher Capital Management
Colorado
$436K +$44.2K +738 +11%
VWM
365
Venturi Wealth Management
Texas
$435K +$2.39K +40 +0.5%
JHCP
366
Jackson Hole Capital Partners
Oklahoma
$434K -$7.96K -133 -2%
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$431K +$19.9K +333 +5%
AWM
368
Axxcess Wealth Management
California
$429K +$2.21K +37 +0.5%
HCA
369
Harbour Capital Advisors
Virginia
$426K +$431K +7,197 New
TA
370
TruWealth Advisors
Louisiana
$418K +$21.5K +360 +5%
LFA
371
Legacy Financial Advisors
Kentucky
$418K -$34.8K -581 -7%
CIM
372
Confluence Investment Management
Missouri
$417K -$5.63K -94 -1%
CWM
373
Chronos Wealth Management
Florida
$415K -$5.99K -100 -1%
IAIM
374
International Assets Investment Management
Florida
$414K +$17.6K +294 +4%
AWM
375
AE Wealth Management
Kansas
$410K -$1.21M -20,205 -74%

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.