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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
BWM
451
Baron Wealth Management
Michigan
$291K +$27.3K +452 +12%
WB
452
WesBanco Bank
West Virginia
$291K -$10.4K -173 -4%
KPWS
453
Kestra Private Wealth Services
Texas
$291K +$9.6K +159 +4%
Wolverine Trading
454
Wolverine Trading
Illinois
$288K -$810K -13,418 -76%
PS
455
Principal Securities
Iowa
$287K +$254K +4,208 New
CB
456
Community Bank
New York
$287K
KIA
457
Knollwood Investment Advisory
Maryland
$283K
NWM
458
Northcape Wealth Management
New York
$283K
MG
459
Mather Group
Illinois
$280K
RGC
460
Roberts, Glore & Co
Illinois
$280K
Lido Advisors
461
Lido Advisors
California
$277K -$48.1K -797 -16%
SMA
462
Seven Mile Advisory
New Jersey
$277K +$19.3K +319 +9%
NAS
463
NWF Advisory Services
California
$276K +$244K +4,047 New
FNBOH
464
First National Bank of Hutchinson
Kansas
$276K -$91K -1,508 -27%
SC
465
Savant Capital
Illinois
$275K +$243K +4,032 New
KP
466
Keel Point
Alabama
$274K +$8.51K +141 +4%
SCTC
467
Sanibel Captiva Trust Company
Florida
$274K +$242K +4,011 New
CFB
468
Cullen/Frost Bankers
Texas
$274K -$10.7K -177 -4%
FHA
469
First Horizon Advisors
Tennessee
$272K +$13K +215 +6%
AGC
470
Aspen Grove Capital
Colorado
$272K +$240K +3,977 New
SWM
471
Segment Wealth Management
Texas
$272K +$240K +3,977 New
SI
472
Stephens Inc
Arkansas
$271K +$8.21K +136 +4%
ETC
473
Exchange Traded Concepts
Oklahoma
$271K
SCA
474
Snowden Capital Advisors
New York
$271K -$38.3K -634 -14%
LAM
475
Lifestyle Asset Management
Texas
$270K +$19.1K +317 +9%

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.