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445 hedge funds and large institutions have $4.95B invested in BHP in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.42B → $4.95B (+$531M)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.31% more ownership

Funds ownership: 2.38%2.69% (+0.31%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 455445 (-10)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

74% less call options, than puts

Call options by funds: $168M | Put options by funds: $639M

Holders
445
Holders Change
-10
Holders Change %
-2.2%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
53
Increased
150
Reduced
149
Closed
56
Calls
$168M
Puts
$639M
Net Calls
-$471M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Palladium Partners
Virginia
$27K +$26.5K +473 New
BCI
402
Brinker Capital Investments
Pennsylvania
$26K +$25.2K +449 New
Schroder Investment Management Group
403
Schroder Investment Management Group
United Kingdom
$25.4K
JFA
404
JNBA Financial Advisors
Minnesota
$25K -$33.1K -591 -58%
First Manhattan
405
First Manhattan
New York
$25K
BCMIO
406
Beacon Capital Management Inc (Ohio)
Ohio
$23K
NES
407
New England Securities
New York
$21K -$729 -13 -3%
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$20K +356 New
BAM
409
Barrett Asset Management
New York
$19K
TWA
410
TCI Wealth Advisors
Arizona
$16K -$25K -446 -62%
WEC
411
Winslow Evans & Crocker
Massachusetts
$15K -$3.14K -56 -18%
CFG
412
CKW Financial Group
Hawaii
$14K
KTC
413
Kistler-Tiffany Companies
Pennsylvania
$14K
SSB
414
Sandy Spring Bank
Maryland
$14K +$13.5K +241 New
CFA
415
CT Financial Advisors
Pennsylvania
$13.9K +$19.9K +355 New
ZTNA
416
Zions Trust National Association
Utah
$12K
CAL
417
Capital Analysts LLC
Pennsylvania
$10.2K +$9.92K +177 New
VNB
418
Valley National Bancorp
New York
$10K -$13.3K -237 -57%
CHC
419
City Holding Co
West Virginia
$10K
Loomis, Sayles & Company
420
Loomis, Sayles & Company
Massachusetts
$10K
KT
421
Kanaly Trust
Texas
$9K -$10.3K -184 -53%
S
422
SignatureFD
Georgia
$9K +$9.3K +166 New
BBHC
423
Brown Brothers Harriman & Co
New York
$8K -$12.4K -221 -62%
FQ
424
First Quadrant
California
$8K
HRIA
425
Haberer Registered Investment Advisor
Ohio
$8K

BHP Hedge Fund Activity: Q1 2014 in Review

445 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2014, worth a combined $4.95B — up 12% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHP and 53 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 150 added.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 445 institutional investors held BHP (BHP) as of Q1 2014, down from 455 in Q4 2013.
  • Funds reported $4.95B of BHP stock for Q1 2014, up 12% quarter-over-quarter.
  • 53 funds opened new BHP positions in Q1 2014 and 56 closed out, a net change of -3 holders.
  • The largest BHP buyer in Q1 2014 was Marketfield Asset Management, an estimated $277M added.
  • The largest BHP seller in Q1 2014 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2014.