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639 hedge funds and large institutions have $5.59B invested in BHP in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 208 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 39

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

26% more capital invested

Capital invested by funds: $4.44B → $5.59B (+$1.15B)

16% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 180

15% more funds holding

Funds holding: 555639 (+84)

0.01% more ownership

Funds ownership: 1.78%1.79% (+0.01%)

16% less call options, than puts

Call options by funds: $291M | Put options by funds: $346M

Holders
639
Holders Change
+84
Holders Change %
+15.14%
% of All Funds
10.27%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.18%
New
135
Increased
208
Reduced
180
Closed
39
Calls
$291M
Puts
$346M
Net Calls
-$54.8M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$309K +$280K +4,987 New
SP
402
Successful Portfolios
Florida
$309K
GT
403
Glenmede Trust
Pennsylvania
$308K +$38K +676 +16%
PSP
404
Principal Street Partners
Tennessee
$305K -$6.58K -117 -2%
BCM
405
Brookstone Capital Management
Illinois
$304K -$11.1K -197 -4%
TIM
406
Thornburg Investment Management
New Mexico
$303K
MC
407
Maverick Capital
Texas
$294K +$267K +4,742 New
IB
408
Intrust Bank
Kansas
$293K -$6.86K -122 -3%
GWCM
409
Godshalk Welsh Capital Management
Pennsylvania
$292K -$11.2K -200 -4%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$291K +$76.3K +1,356 +41%
TCM
411
Traynor Capital Management
Pennsylvania
$290K +$21.5K +382 +9%
NL
412
NWAM LLC
Washington
$289K +$262K +4,652 New
BCG
413
Breakwater Capital Group
New Jersey
$288K +$261K +4,644 New
RB
414
Renasant Bank
Mississippi
$287K -$40.1K -713 -13%
SSG
415
Summit Securities Group
New York
$285K -$73.1K -1,300 -22%
CAM
416
Cozad Asset Management
Illinois
$284K -$1.13K -20 -0.4%
TNA
417
True North Advisors
Texas
$281K
WF
418
Welch & Forbes
Massachusetts
$279K +$253K +4,500 New
NGA
419
Naples Global Advisors
Florida
$278K -$11.2K -200 -4%
CM
420
CoreCommodity Management
Connecticut
$276K -$121K -2,160 -33%
GWM
421
Geneos Wealth Management
Colorado
$275K +$57.3K +1,019 +30%
NCM
422
Noesis Capital Mangement
Florida
$273K
KPWS
423
Kestra Private Wealth Services
Texas
$273K +$247K +4,398 New
SPP
424
Single Point Partners
Massachusetts
$270K +$245K +4,350 New
RWA
425
Ropes Wealth Advisors
Massachusetts
$270K