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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
Capital International Investors
26
Capital International Investors
California
$36.5M +$1.22M +20,278 +4%
American Century Companies
27
American Century Companies
Missouri
$32.4M +$2.52M +41,700 +10%
WIC
28
Willis Investment Counsel
Georgia
$31.8M -$64.9K -1,075 -0.2%
MWM
29
Moran Wealth Management
Florida
$30.7M +$2.54M +42,021 +10%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$30.4M +$15.1M +249,991 +128%
Corient Private Wealth
31
Corient Private Wealth
Florida
$30.2M -$1.58M -26,181 -6%
TSW
32
Thompson Siegel & Walmsley
Virginia
$29.5M -$5.44M -90,100 -17%
PL
33
Perpetual Ltd
Australia
$29.5M -$5.44M -90,100 -17%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$28.6M +$147K +2,438 +0.6%
GF
35
Gabelli Funds
New York
$27.6M +$272K +4,500 +1%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$26.8M -$26.6M -440,070 -53%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$26.4M +$4.94M +81,913 +27%
AllianceBernstein
38
AllianceBernstein
Tennessee
$25.6M +$9.03M +149,676 +67%
HighTower Advisors
39
HighTower Advisors
Illinois
$23.5M -$372K -6,170 -2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$20.3M +$47.3K +784 +0.3%
CCM
41
Cullen Capital Management
New York
$19.3M +$17M +282,443 New
LPL Financial
42
LPL Financial
California
$19.1M -$386K -6,390 -2%
RJA
43
Raymond James & Associates
Florida
$19.1M +$848K +14,050 +5%
Franklin Resources
44
Franklin Resources
California
$18.8M -$636K -10,544 -4%
US Bancorp
45
US Bancorp
Minnesota
$18.4M -$561K -9,294 -3%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18M +$69.8K +1,157 +0.4%
VC
47
Vicus Capital
Pennsylvania
$18M +$336K +5,566 +2%
TAM
48
Tocqueville Asset Management
New York
$18M -$704K -11,660 -4%
TI
49
Tidal Investments
Wisconsin
$17.3M -$7.71M -127,653 -34%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$16.3M +$439K +7,267 +3%

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.