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455 hedge funds and large institutions have $4.42B invested in BHP in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more capital invested

Capital invested by funds: $4.18B → $4.42B (+$241M)

3% more funds holding

Funds holding: 440455 (+15)

0.04% more ownership

Funds ownership: 2.34%2.38% (+0.04%)

27% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 187

58% less call options, than puts

Call options by funds: $144M | Put options by funds: $344M

Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
62
Increased
137
Reduced
187
Closed
41
Calls
$144M
Puts
$344M
Net Calls
-$199M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
376
OFI Advisors
Pennsylvania
$124K +$2.78K +48 +2%
AA
377
AlphaMark Advisors
Kentucky
$118K
BC
378
Bartlett & Co
Ohio
$117K
NCM
379
Nelson Capital Management
California
$116K
MFS
380
MSI Financial Services
Massachusetts
$115K -$39.5K -683 -26%
WA
381
WFG Advisors
Texas
$110K +$13.2K +229 +14%
FCT
382
Family Capital Trust
Massachusetts
$107K
PTC
383
Private Trust Company
Ohio
$94K -$40.8K -706 -30%
AA
384
Apriem Advisors
California
$89K +$34.2K +591 +62%
QT
385
Quantbot Technologies
New York
$85K +$7.29K +126 +9%
HPBT
386
High Point Bank & Trust
North Carolina
$82K
EWM
387
Elite Wealth Management
Washington
$75K -$34.1K -589 -31%
HI
388
Hudock Inc
Pennsylvania
$74K
PSI
389
Pinnacle Summer Investments
Virginia
$74K
ARMC
390
American Research & Management Company
Massachusetts
$68K
KPCM
391
Kings Point Capital Management
New York
$68K
DekaBank Deutsche Girozentrale
392
DekaBank Deutsche Girozentrale
Germany
$68K +$68.4K +1,183 New
SEC
393
Seven Eight Capital
New York
$68K +$68.4K +1,183 New
ITIM
394
Indiana Trust & Investment Management
Indiana
$65K
JFA
395
JNBA Financial Advisors
Minnesota
$59K
MBT
396
Monroe Bank & Trust
Michigan
$58K -$92.4K -1,597 -61%
LOCC
397
Lombard Odier & Cie (Canada)
Quebec, Canada
$58K +$58.1K +1,005 New
ECM
398
Estabrook Capital Management
New York
$54.6K -$286K -4,951 -84%
LIA
399
LS Investment Advisors
Michigan
$54K
GXMC
400
Global X Management Company
New York
$52K

BHP Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2013, worth a combined $4.42B — up 5.8% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BHP positions and 41 closed out — a net gain of 21 holders — while 137 added to existing stakes and 187 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $155M. The largest seller was WHV Investments, cutting an estimated $56.5M.

  • 455 institutional investors held BHP (BHP) as of Q4 2013, up from 440 in Q3 2013.
  • Funds reported $4.42B of BHP stock for Q4 2013, up 5.8% quarter-over-quarter.
  • 62 funds opened new BHP positions in Q4 2013 and 41 closed out, a net change of +21 holders.
  • The largest BHP buyer in Q4 2013 was EARNEST Partners, an estimated $155M added.
  • The largest BHP seller in Q4 2013 was WHV Investments, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2013.