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445 hedge funds and large institutions have $4.95B invested in BHP in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.42B → $4.95B (+$531M)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.31% more ownership

Funds ownership: 2.38%2.69% (+0.31%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 455445 (-10)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

74% less call options, than puts

Call options by funds: $168M | Put options by funds: $639M

Holders
445
Holders Change
-10
Holders Change %
-2.2%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
53
Increased
150
Reduced
149
Closed
56
Calls
$168M
Puts
$639M
Net Calls
-$471M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$55.7M -$1.8M -32,199 -3%
BA
27
BlackRock Advisors
Delaware
$51.2M -$2.78M -49,671 -5%
JP Morgan Chase
28
JP Morgan Chase
New York
$51M +$5.55M +98,980 +13%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$48.2M -$3.33M -59,353 -7%
CC
30
Carlson Capital
Texas
$46.6M +$45.6M +813,194 New
UOC
31
UBS O'Connor
Illinois
$42.1M -$13.1M -234,483 -24%
EAM
32
Edge Asset Management
Washington
$37.9M +$3.05M +54,430 +9%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$34.1M +$19.2M +343,065 +136%
CIBC Asset Management
34
CIBC Asset Management
Ontario, Canada
$33M +$32.3M +575,977 New
TD Asset Management
35
TD Asset Management
Ontario, Canada
$31.7M -$192K -3,430 -0.6%
Norges Bank
36
Norges Bank
Norway
$30.8M
EVM
37
Eaton Vance Management
Massachusetts
$30.7M -$39.1M -698,514 -57%
SCA
38
SAC Capital Advisors
Connecticut
$30.5M +$29.8M +531,603 New
AG
39
Aperio Group
California
$29.1M +$28.5M +508,322 New
MP
40
Manikay Partners
New York
$26.5M +$25.9M +462,998 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$26.3M +$228K +4,072 +0.9%
Franklin Resources
42
Franklin Resources
California
$24.4M +$3.2M +57,129 +15%
Invesco
43
Invesco
Georgia
$22.4M -$8.39M -149,740 -28%
BHC
44
Bowen Hanes & Co
Florida
$22.2M +$392K +6,989 +2%
PWLP
45
Prio Wealth Limited Partnership
Massachusetts
$22.1M +$269K +4,792 +1%
AAMU
46
Amundi Asset Management US
Massachusetts
$21.9M
Citigroup
47
Citigroup
New York
$21M +$10.3M +183,344 +100%
Citadel Advisors
48
Citadel Advisors
Florida
$21M +$18.3M +327,022 +831%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$20.7M +$2.65M +47,214 +15%
SAM
50
Sentinel Asset Management
Vermont
$20.4M

BHP Hedge Fund Activity: Q1 2014 in Review

445 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2014, worth a combined $4.95B — up 12% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHP and 53 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 150 added.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 445 institutional investors held BHP (BHP) as of Q1 2014, down from 455 in Q4 2013.
  • Funds reported $4.95B of BHP stock for Q1 2014, up 12% quarter-over-quarter.
  • 53 funds opened new BHP positions in Q1 2014 and 56 closed out, a net change of -3 holders.
  • The largest BHP buyer in Q1 2014 was Marketfield Asset Management, an estimated $277M added.
  • The largest BHP seller in Q1 2014 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2014.