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BHP
BHP

Overview Fund Activity

659 hedge funds and large institutions have $5.71B invested in BHP in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 245 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
85
Increased
187
Reduced
245
Closed
73
Calls
$360M
Puts
$210M
Net Calls
+$151M
Net Calls Change
-$20.6M

Top Buyers

1
XC
XY Capital
Hong Kong
$57.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$348M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.36B
4
Marshall Wace
Marshall Wace
United Kingdom
$37.7M
5
SCM
Steadfast Capital Management
New York
$34.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$92.8M
2
HL
Harding Loevner
New Jersey
$549M
3
Bank of America
Bank of America
North Carolina
$246M
4
UBS Group
UBS Group
Switzerland
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$325K -$58.1K -935 -15%
MWM
377
Mindset Wealth Management
Indiana
$324K +$324K +5,210 New
HSBC Holdings
378
HSBC Holdings
United Kingdom
$322K -$470K -7,574 -59%
AAS
379
Ameritas Advisory Services
Nebraska
$322K +$9.38K +151 +3%
AWM
380
Avior Wealth Management
Nebraska
$322K +$311 +5 +0.1%
EFS
381
Essex Financial Services
Connecticut
$320K +$4.25K +75 +1%
MA
382
Mutual Advisors
Nebraska
$317K -$80.6K -1,436 -20%
TW
383
Traveka Wealth
California
$317K -$38.2K -615 -11%
BFG
384
Bleakley Financial Group
New Jersey
$317K +$12.6K +203 +4%
SC
385
Steph & Co
Wisconsin
$316K -$71K -1,143 -18%
RB
386
Renasant Bank
Mississippi
$314K – – –
KOCAA
387
Knights of Columbus Asset Advisors
Connecticut
$312K +$11.8K +190 +4%
TCCM
388
Timber Creek Capital Management
Massachusetts
$311K – – –
PCM
389
Ping Capital Management
New York
$311K +$311K +5,000 New
RWMG
390
Redwood Wealth Management Group
New Jersey
$310K -$17.4K -280 -5%
Parallax Volatility Advisers
391
Parallax Volatility Advisers
California
$309K +$309K +4,967 New
NGA
392
Naples Global Advisors
Florida
$308K – – –
TIM
393
Thornburg Investment Management
New Mexico
$303K – – –
CCM
394
Coldstream Capital Management
Washington
$299K +$44.7K +719 +18%
GFP
395
Gryphon Financial Partners
Ohio
$295K +$69.8K +1,124 +31%
MWM
396
Meridian Wealth Management
Kentucky
$294K +$294K +4,734 New
WF
397
Welch & Forbes
Massachusetts
$293K – – –
SP
398
Successful Portfolios
Florida
$292K -$5.9K -95 -2%
GWCM
399
Godshalk Welsh Capital Management
Pennsylvania
$292K – – –
VWM
400
Venturi Wealth Management
Texas
$286K +$7.33K +118 +3%
14 15
16
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