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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
376
Straight Path Wealth Management
Michigan
$407K
HFM
377
Hartford Funds Management
Pennsylvania
$406K +$422K +7,044 New
EI
378
Ethic Inc
New York
$394K +$7.24K +121 +2%
SF
379
Synovus Financial
Georgia
$394K +$58.9K +984 +17%
HF
380
HRT Financial
New York
$392K +$408K +6,809 New
HBCM
381
Heron Bay Capital Management
Michigan
$388K -$1.98K -33 -0.5%
QI
382
Qtron Investments
Massachusetts
$384K
IFAM
383
Institutional & Family Asset Management
Colorado
$384K
RA
384
Ruggaard & Associates
Ohio
$380K -$2.99K -50 -0.8%
EFS
385
Essex Financial Services
Connecticut
$380K -$55.9K -934 -12%
KFA
386
Kelleher Financial Advisors
New York
$375K +$389K +6,505 New
ATIA
387
American Trust Investment Advisors
New Hampshire
$372K -$115K -1,915 -23%
PP
388
PDS Planning
Ohio
$371K -$898 -15 -0.2%
PP
389
Pacifica Partners
Canada
$370K
BFO
390
Biltmore Family Office
North Carolina
$370K -$5.51K -92 -1%
FCH
391
Freestone Capital Holdings
Washington
$369K -$417K -6,971 -52%
SCM
392
Shelton Capital Management
Colorado
$363K +$377K +6,300 New
PS
393
Principal Securities
Iowa
$359K +$120K +2,009 +48%
SWM
394
Spire Wealth Management
Virginia
$357K -$91K -1,520 -20%
DAS
395
Dynamic Advisor Solutions
Arizona
$357K +$371K +6,194 New
MA
396
Mutual Advisors
Nebraska
$357K +$38.8K +648 +12%
RG
397
Rathbones Group
United Kingdom
$355K -$58.2K -973 -14%
VAS
398
Vestmark Advisory Solutions
Massachusetts
$352K -$31.4K -524 -8%
SC
399
Steph & Co
Wisconsin
$349K +$2.51K +42 +0.7%
TC
400
Touchstone Capital
Pennsylvania
$346K

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.