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701 hedge funds and large institutions have $6.89B invested in BHP in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 204 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

33% more capital invested

Capital invested by funds: $5.17B → $6.89B (+$1.72B)

18% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 204

6% more funds holding

Funds holding: 659701 (+42)

5% more call options, than puts

Call options by funds: $543M | Put options by funds: $519M

0.21% more ownership

Funds ownership: 1.79%2% (+0.21%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
701
Holders Change
+42
Holders Change %
+6.37%
% of All Funds
10.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
115
Increased
241
Reduced
204
Closed
66
Calls
$543M
Puts
$519M
Net Calls
+$24.5M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
376
Pinnacle Wealth Planning Services
Ohio
$488K +$845 +14 +0.2%
SPWM
377
Straight Path Wealth Management
Michigan
$482K +$3.02K +50 +0.7%
TA
378
TruWealth Advisors
Louisiana
$471K +$28.8K +477 +7%
SWM
379
Spire Wealth Management
Virginia
$467K -$30.2K -501 -6%
GCM
380
Gallacher Capital Management
Colorado
$466K -$15.8K -261 -4%
IAIM
381
International Assets Investment Management
Florida
$465K -$12.5K -207 -3%
VOYA Investment Management
382
VOYA Investment Management
Georgia
$464K
HBCM
383
Heron Bay Capital Management
Michigan
$462K -$34.6K -573 -8%
CAM
384
Cozad Asset Management
Illinois
$460K +$113K +1,875 +39%
EI
385
Ethic Inc
New York
$458K +$78.5K +1,301 +24%
QI
386
Qtron Investments
Massachusetts
$455K +$1.33K +22 +0.3%
IFAM
387
Institutional & Family Asset Management
Colorado
$455K
RA
388
Ruggaard & Associates
Ohio
$454K
VAS
389
Vestmark Advisory Solutions
Massachusetts
$453K +$10.9K +181 +3%
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K
GIS
391
Grayhawk Investment Strategies
Alberta, Canada
$447K +$395K +6,540 New
BFO
392
Biltmore Family Office
North Carolina
$444K -$3.98K -66 -1%
CC
393
Callan Capital
California
$444K +$392K +6,496 New
PP
394
PDS Planning
Ohio
$440K +$3.08K +51 +0.8%
AWM
395
Avior Wealth Management
Nebraska
$428K -$10.5K -174 -3%
KA
396
Kovack Advisors
Florida
$427K -$43.9K -728 -10%
MCI
397
MRP Capital Investments
Georgia
$416K -$691K -11,445 -65%
SC
398
Steph & Co
Wisconsin
$410K +$7.67K +127 +2%
TC
399
Touchstone Capital
Pennsylvania
$410K
MCC
400
Malaga Cove Capital
California
$406K -$3.44K -57 -1%

BHP Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2023, worth a combined $6.89B — up 33% from $5.17B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BHP positions and 66 closed out — a net gain of 49 holders — while 241 added to existing stakes and 204 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $300M. The largest seller was Optiver Holding, cutting an estimated $36.9M.

  • 701 institutional investors held BHP (BHP) as of Q4 2023, up from 659 in Q3 2023.
  • Funds reported $6.89B of BHP stock for Q4 2023, up 33% quarter-over-quarter.
  • 115 funds opened new BHP positions in Q4 2023 and 66 closed out, a net change of +49 holders.
  • The largest BHP buyer in Q4 2023 was Morgan Stanley, an estimated $300M added.
  • The largest BHP seller in Q4 2023 was Optiver Holding, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2023.