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659 hedge funds and large institutions have $5.17B invested in BHP in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $349M | Put options by funds: $270M

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

0.04% more ownership

Funds ownership: 1.75%1.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 662659 (-3)

0% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 219

3% less capital invested

Capital invested by funds: $5.3B → $5.17B (-$133M)

Holders
659
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.46%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
78
Increased
218
Reduced
219
Closed
73
Calls
$349M
Puts
$270M
Net Calls
+$78.7M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$380K -$355K -6,078 -48%
IFAM
377
Institutional & Family Asset Management
Colorado
$379K +$2.05K +35 +0.5%
RA
378
Ruggaard & Associates
Ohio
$378K
QI
379
Qtron Investments
Massachusetts
$378K -$288K -4,933 -43%
AA
380
AlphaQ Advisors
Florida
$377K -$31.6K -541 -8%
BFO
381
Biltmore Family Office
North Carolina
$373K +$5.85K +100 +2%
VFA
382
Valeo Financial Advisors
Indiana
$371K -$84.1K -1,439 -18%
VAS
383
Vestmark Advisory Solutions
Massachusetts
$367K +$351 +6 +0.1%
AWM
384
Avior Wealth Management
Nebraska
$367K +$8.59K +147 +2%
TA
385
TruWealth Advisors
Louisiana
$365K +$95.5K +1,634 +34%
PP
386
PDS Planning
Ohio
$364K +$25.4K +435 +7%
FC
387
FCA Corp
Texas
$363K +$373K +6,389 New
IWM
388
IHT Wealth Management
Illinois
$358K +$35.8K +612 +11%
SCM
389
Shelton Capital Management
Colorado
$358K
MCM
390
MAI Capital Management
Ohio
$358K -$34.2K -585 -8%
N
391
Nuveen
North Carolina
$353K -$234 -4 -0.1%
PP
392
Pacifica Partners
Canada
$353K +$6.08K +104 +2%
Fayez Sarofim & Co
393
Fayez Sarofim & Co
Texas
$351K -$226K -3,862 -38%
TCWM
394
Total Clarity Wealth Management
Illinois
$345K +$355K +6,069 New
TC
395
Touchstone Capital
Pennsylvania
$341K
MCC
396
Malaga Cove Capital
California
$341K -$1.05K -18 -0.3%
GWM
397
Geneos Wealth Management
Colorado
$341K -$1.29K -22 -0.4%
VWM
398
Venturi Wealth Management
Texas
$339K +$7.42K +127 +2%
SC
399
Steph & Co
Wisconsin
$335K +$13.5K +231 +4%
IB
400
Intrust Bank
Kansas
$332K -$6.9K -118 -2%

BHP Hedge Fund Activity: Q3 2023 in Review

659 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2023, worth a combined $5.17B — down 2.5% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BHP positions and 73 closed out — a net gain of 5 holders — while 218 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Citadel Advisors, cutting an estimated $80.3M.

  • 659 institutional investors held BHP (BHP) as of Q3 2023, down from 662 in Q2 2023.
  • Funds reported $5.17B of BHP stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q3 2023 and 73 closed out, a net change of +5 holders.
  • The largest BHP buyer in Q3 2023 was Wellington Management Group, an estimated $54M added.
  • The largest BHP seller in Q3 2023 was Citadel Advisors, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2023.