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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
AWM
376
AllSquare Wealth Management
New York
$9K
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$9K
BRWM
378
B. Riley Wealth Management
Tennessee
$9K +$4.83K +119 +101%
WEC
379
Winslow Evans & Crocker
Massachusetts
$8.69K
SSB
380
Sandy Spring Bank
Maryland
$8K +$1.66K +41 +25%
Fuller & Thaler Asset Management
381
Fuller & Thaler Asset Management
California
$8K +$8.4K +207 New
DBT
382
Dubuque Bank & Trust
Iowa
$7K -$33.6K -828 -82%
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$4.38K -108 -36%
RIA
384
Regal Investment Advisors
Michigan
$7K +$41 +1 +0.5%
GWA
385
Genesis Wealth Advisors
Massachusetts
$6.36K
TCM
386
Tradewinds Capital Management
Washington
$6K
S
387
SignatureFD
Georgia
$6K +$1.1K +27 +22%
FHA
388
First Horizon Advisors
Tennessee
$5K
SIA
389
Stancorp Investment Advisers
Oregon
$5K
BFEC
390
Benjamin F. Edwards & Company
Missouri
$5K +$4.79K +118 New
MWAN
391
Mariner Wealth Advisors (NYC)
Kansas
$5K +$5.56K +137 New
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$4.69K
CAW
393
Cornerstone Advisors (Washington)
Washington
$4K -$6.01K -148 -57%
CHP
394
Cable Hill Partners
Oregon
$4K
DOA
395
D'Orazio & Associates
Virginia
$4K
HCM
396
Horrell Capital Management
Arkansas
$4K
CFA
397
Carroll Financial Associates
North Carolina
$3K
FPFS
398
First Personal Financial Services
North Carolina
$3K
AF
399
Arrow Financial
New York
$1K +$1.26K +31 New
Fidelity Investments
400
Fidelity Investments
Massachusetts
-$95.8M -2,394,876 Closed

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.