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659 hedge funds and large institutions have $5.17B invested in BHP in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $349M | Put options by funds: $270M

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

0.04% more ownership

Funds ownership: 1.75%1.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 662659 (-3)

0% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 219

3% less capital invested

Capital invested by funds: $5.3B → $5.17B (-$133M)

Holders
659
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.46%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
78
Increased
218
Reduced
219
Closed
73
Calls
$349M
Puts
$270M
Net Calls
+$78.7M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
426
Lido Advisors
California
$276K +$59.2K +1,012 +26%
CAM
427
Cozad Asset Management
Illinois
$276K +$16.4K +280 +6%
FEM
428
Fulcrum Equity Management
Texas
$276K +$3.51K +60 +1%
NGA
429
Naples Global Advisors
Florida
$275K +$14.6K +250 +5%
MA
430
MAS Advisors
Florida
$273K
FA
431
FDx Advisors
Illinois
$272K -$231K -3,949 -45%
SWP
432
Stratos Wealth Partners
Ohio
$269K +$37K +633 +15%
KOCAA
433
Knights of Columbus Asset Advisors
Connecticut
$269K +$14.6K +249 +6%
WF
434
Welch & Forbes
Massachusetts
$268K
H
435
HoyleCohen
California
$267K -$5.85K -100 -2%
GWCM
436
Godshalk Welsh Capital Management
Pennsylvania
$267K
SCA
437
Snowden Capital Advisors
New York
$262K -$322K -5,507 -54%
OPWM
438
Oakwell Private Wealth Management
Texas
$261K +$526 +9 +0.2%
RA
439
RFG Advisory
Alabama
$259K +$267K +4,561 New
RJT
440
Raymond James Trust
Florida
$258K +$15.4K +263 +6%
KWA
441
Kingswood Wealth Advisors
California
$253K +$260K +4,449 New
WB
442
WesBanco Bank
West Virginia
$252K -$59.9K -1,024 -19%
RAM
443
Readystate Asset Management
Illinois
$251K +$257K +4,404 New
LFA
444
Legacy Financial Advisors
Kentucky
$250K -$6.78K -116 -3%
NCM
445
Noesis Capital Mangement
Florida
$250K
RWA
446
Ropes Wealth Advisors
Massachusetts
$247K
KA
447
Klingman & Associates
New York
$247K +$8.71K +149 +4%
CF
448
Centaurus Financial
California
$245K
BF
449
BOK Financial
Oklahoma
$244K +$3.74K +64 +2%
WA
450
Waverly Advisors
Alabama
$240K +$247K +4,223 New

BHP Hedge Fund Activity: Q3 2023 in Review

659 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2023, worth a combined $5.17B — down 2.5% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BHP positions and 73 closed out — a net gain of 5 holders — while 218 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Citadel Advisors, cutting an estimated $80.3M.

  • 659 institutional investors held BHP (BHP) as of Q3 2023, down from 662 in Q2 2023.
  • Funds reported $5.17B of BHP stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q3 2023 and 73 closed out, a net change of +5 holders.
  • The largest BHP buyer in Q3 2023 was Wellington Management Group, an estimated $54M added.
  • The largest BHP seller in Q3 2023 was Citadel Advisors, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2023.