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391 hedge funds and large institutions have $3.06B invested in BHP in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

46% more call options, than puts

Call options by funds: $242M | Put options by funds: $165M

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

2% more funds holding

Funds holding: 382391 (+9)

0.39% more ownership

Funds ownership: 2.02%2.42% (+0.39%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

28% less capital invested

Capital invested by funds: $4.27B → $3.06B (-$1.21B)

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
72
Increased
102
Reduced
126
Closed
60
Calls
$242M
Puts
$165M
Net Calls
+$76.8M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
426
Capital Guardian Trust
California
-$71K -1,590 Closed
AA
427
Ancora Advisors
Ohio
-$61K -1,366 Closed
ZB
428
Zions Bancorporation
Utah
-$61K -1,366 Closed
CBT
429
Capital Bank & Trust
California
-$54K -1,216 Closed
JFA
430
JNBA Financial Advisors
Minnesota
-$41K -925 Closed
LIA
431
LS Investment Advisors
Michigan
-$39K -886 Closed
IGGA
432
Iron Gate Global Advisors
Utah
-$35K -854 Closed
KJWM
433
Kiley Juergens Wealth Management
Washington
-$32K -729 Closed
AWM
434
Aevitas Wealth Management
Massachusetts
-$30K -673 Closed
MA
435
MCF Advisors
Kentucky
-$25K -555 Closed
SIC
436
Salem Investment Counselors
North Carolina
-$20K -504 Closed
APP
437
Avantax Planning Partners
Iowa
-$20K -441 Closed
OIA
438
OneDigital Investment Advisors
Kansas
-$15K -336 Closed
RMAM
439
Raab & Moskowitz Asset Management
New Jersey
-$12K -280 Closed
WSTAM
440
Wilbanks Smith & Thomas Asset Management
Virginia
-$9K -213 Closed
ICM
441
IMS Capital Management
Oregon
-$8K -184 Closed
MYIA
442
Mount Yale Investment Advisors
Colorado
-$6K -135 Closed
HMS
443
Hanseatic Management Services
New Mexico
-$6K -132 Closed
NIT
444
NumerixS Investment Technologies
British Columbia, Canada
-$5K -112 Closed
SWMG
445
Signature Wealth Management Group
Georgia
-$4K -112 Closed
OBWP
446
O'Brien Wealth Partners
Massachusetts
-$4K -101 Closed
SMG
447
Spectrum Management Group
Indiana
-$4K -81 Closed
CAG
448
Csenge Advisory Group
Florida
-$2K -56 Closed
TF
449
Tompkins Financial
New York
-$2K -44 Closed
NCM
450
Nelson Capital Management
California
-$1K -37 Closed

BHP Hedge Fund Activity: Q4 2018 in Review

391 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2018, worth a combined $3.06B — down 28% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHP positions and 60 closed out — a net gain of 12 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.3M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $1.41B sold.

  • 391 institutional investors held BHP (BHP) as of Q4 2018, up from 382 in Q3 2018.
  • Funds reported $3.06B of BHP stock for Q4 2018, down 28% quarter-over-quarter.
  • 72 funds opened new BHP positions in Q4 2018 and 60 closed out, a net change of +12 holders.
  • The largest BHP buyer in Q4 2018 was Morgan Stanley, an estimated $92.3M added.
  • The largest BHP seller in Q4 2018 was SPX Gestao de Recursos, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.