We are live on ! Find out more

445 hedge funds and large institutions have $4.95B invested in BHP in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.42B → $4.95B (+$531M)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.31% more ownership

Funds ownership: 2.38%2.69% (+0.31%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 455445 (-10)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

74% less call options, than puts

Call options by funds: $168M | Put options by funds: $639M

Holders
445
Holders Change
-10
Holders Change %
-2.2%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
53
Increased
150
Reduced
149
Closed
56
Calls
$168M
Puts
$639M
Net Calls
-$471M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
376
Monroe Bank & Trust
Michigan
$58K
ECM
377
Estabrook Capital Management
New York
$54.2K
LIA
378
LS Investment Advisors
Michigan
$54K
MA
379
MCF Advisors
Kentucky
$51K +$841 +15 +2%
RIA
380
Regal Investment Advisors
Michigan
$47K +$112 +2 +0.2%
FMT
381
First Mercantile Trust
Tennessee
$43K +$41.9K +747 New
CAW
382
Cornerstone Advisors (Washington)
Washington
$42K -$7.4K -132 -15%
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$5.55K -99 -12%
RFA
384
Reilly Financial Advisors
California
$41K +$3.92K +70 +11%
DAM
385
Delta Asset Management
Tennessee
$40K
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$40K
FCCM
387
First City Capital Management
Georgia
$39K +$38.1K +680 New
GXMC
388
Global X Management Company
New York
$38K -$13.3K -238 -27%
VIA
389
Vantage Investment Advisors
Pennsylvania
$37K
HR
390
Howe & Rusling
New York
$36K +$5.77K +103 +20%
MFBTD
391
MB Financial Bank - Trust Department
Illinois
$34K
WA
392
Waverly Advisors
Alabama
$34K +$18.4K +328 +126%
FNYS
393
First New York Securities
New York
$34K +$33.1K +591 New
ST
394
Smithfield Trust
Pennsylvania
$33K -$729 -13 -2%
TRCT
395
Tower Research Capital (TRC)
New York
$33K +$27.2K +485 +571%
BWFA
396
Baltimore-Washington Financial Advisors
Maryland
$30K
CFA
397
Carroll Financial Associates
North Carolina
$29K +$1.4K +25 +5%
WA
398
WFG Advisors
Texas
$28K -$79.1K -1,412 -74%
PFA
399
Paradigm Financial Advisors
Missouri
$28K +$27.6K +492 New
GI
400
Gradient Investments
Minnesota
$27K +$26.5K +473 New

BHP Hedge Fund Activity: Q1 2014 in Review

445 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2014, worth a combined $4.95B — up 12% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHP and 53 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 150 added.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 445 institutional investors held BHP (BHP) as of Q1 2014, down from 455 in Q4 2013.
  • Funds reported $4.95B of BHP stock for Q1 2014, up 12% quarter-over-quarter.
  • 53 funds opened new BHP positions in Q1 2014 and 56 closed out, a net change of -3 holders.
  • The largest BHP buyer in Q1 2014 was Marketfield Asset Management, an estimated $277M added.
  • The largest BHP seller in Q1 2014 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2014.