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701 hedge funds and large institutions have $6.89B invested in BHP in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 204 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

33% more capital invested

Capital invested by funds: $5.17B → $6.89B (+$1.72B)

18% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 204

6% more funds holding

Funds holding: 659701 (+42)

5% more call options, than puts

Call options by funds: $543M | Put options by funds: $519M

0.21% more ownership

Funds ownership: 1.79%2% (+0.21%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
701
Holders Change
+42
Holders Change %
+6.37%
% of All Funds
10.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
115
Increased
241
Reduced
204
Closed
66
Calls
$543M
Puts
$519M
Net Calls
+$24.5M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
426
Burford Brothers
Texas
$341K +$301K +4,995 New
WA
427
Waverly Advisors
Alabama
$341K +$46.2K +766 +18%
BFEC
428
Benjamin F. Edwards & Company
Missouri
$340K +$73.3K +1,215 +32%
FEM
429
Fulcrum Equity Management
Texas
$339K +$6.88K +114 +2%
TIM
430
Thornburg Investment Management
New Mexico
$334K
FA
431
FDx Advisors
Illinois
$332K +$4.47K +74 +2%
SP
432
Successful Portfolios
Florida
$331K -$1.15K -19 -0.4%
NGA
433
Naples Global Advisors
Florida
$330K
CF
434
Centaurus Financial
California
$328K +$30.2K +500 +12%
LNC
435
Lincoln National Corp
Pennsylvania
$328K -$266K -4,414 -48%
SCP
436
Sivia Capital Partners
California
$324K +$286K +4,742 New
JWCA
437
J.W. Cole Advisors
Florida
$324K +$53.1K +879 +23%
WF
438
Welch & Forbes
Massachusetts
$322K
GWCM
439
Godshalk Welsh Capital Management
Pennsylvania
$321K
H
440
HoyleCohen
California
$321K
TPCW
441
TD Private Client Wealth
New York
$314K +$63.4K +1,050 +30%
RWMG
442
Redwood Wealth Management Group
New Jersey
$306K +$27.2K +450 +11%
RJT
443
Raymond James Trust
Florida
$306K -$3.68K -61 -1%
NCM
444
Noesis Capital Mangement
Florida
$300K
FMP
445
Financial Management Professionals
Texas
$300K +$37.2K +616 +16%
RWP
446
RWA Wealth Partners
Massachusetts
$297K +$263K +4,350 New
EIP
447
Epoch Investment Partners
New York
$297K +$262K +4,347 New
MA
448
MAS Advisors
Florida
$293K -$31K -513 -11%
KA
449
Klingman & Associates
New York
$293K -$3.44K -57 -1%
BF
450
BOK Financial
Oklahoma
$292K -$60 -1 -0%

BHP Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2023, worth a combined $6.89B — up 33% from $5.17B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BHP positions and 66 closed out — a net gain of 49 holders — while 241 added to existing stakes and 204 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $300M. The largest seller was Optiver Holding, cutting an estimated $36.9M.

  • 701 institutional investors held BHP (BHP) as of Q4 2023, up from 659 in Q3 2023.
  • Funds reported $6.89B of BHP stock for Q4 2023, up 33% quarter-over-quarter.
  • 115 funds opened new BHP positions in Q4 2023 and 66 closed out, a net change of +49 holders.
  • The largest BHP buyer in Q4 2023 was Morgan Stanley, an estimated $300M added.
  • The largest BHP seller in Q4 2023 was Optiver Holding, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2023.