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BHP
BHP

665 hedge funds and large institutions have $5.76B invested in BHP in 2023 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 261 increasing their positions, 167 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 67

56% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 167

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

4% more funds holding

Funds holding: 639 → 665 (+26)

3% more capital invested

Capital invested by funds: $5.59B → $5.76B (+$169M)

0.07% more ownership

Funds ownership: 1.79% → 1.86% (+0.07%)

5% less call options, than puts

Call options by funds: $245M | Put options by funds: $258M

Holders
665
Holders Change
+26
Holders Change %
+4.07%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
106
Increased
261
Reduced
167
Closed
67
Calls
$245M
Puts
$258M
Net Calls
-$12.9M
Net Calls Change
+$41.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
2
Amundi
Amundi
France
+$142M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$80M
4
Bank of America
Bank of America
North Carolina
+$60.5M
5
UBS Group
UBS Group
Switzerland
+$21.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$144M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$66.7M
3
Millennium Management
Millennium Management
New York
-$46.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$44.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
476
Arete Wealth Advisors
Illinois
$234K +$15K +232 +7%
SC
477
Solstein Capital
California
$232K +$7.74K +120 +3%
LFA
478
Legacy Financial Advisors
Kentucky
$231K +$9.48K +147 +4%
NRC
479
New Republic Capital
North Carolina
$230K +$233K +3,621 New
SMA
480
Sage Mountain Advisors
Georgia
$227K +$231K +3,580 New
RWMG
481
Redwood Wealth Management Group
New Jersey
$227K +$231K +3,580 New
HF
482
HRT Financial
New York
$226K +$231K +3,575 New
TFCP
483
Twin Focus Capital Partners
Massachusetts
$226K – – –
HWM
484
HB Wealth Management
Georgia
$226K +$230K +3,562 New
CCM
485
Cohen Capital Management
California
$225K – – –
Fiera Capital (Canada)
486
Fiera Capital (Canada)
Quebec, Canada
$224K +$227K +3,527 New
DP
487
DDD Partners
Washington
$222K – – –
SCM
488
SOL Capital Management
Maryland
$222K – – –
BWM
489
Baron Wealth Management
Michigan
$222K – – –
IAN
490
Integrated Advisors Network
Texas
$222K +$11K +171 +5%
FHB
491
First Hawaiian Bank
Hawaii
$220K +$223K +3,466 New
MG
492
Mather Group
Illinois
$219K – – –
FPTW
493
Franklin, Parlapiano, Turner & Welch
Texas
$215K – – –
CB
494
Commerce Bank
Missouri
$211K +$215K +3,334 New
BHPW
495
Beverly Hills Private Wealth
California
$209K +$212K +3,293 New
HKAM
496
Horizon Kinetics Asset Management
New York
$208K – – –
EWA
497
Exencial Wealth Advisors
Oklahoma
$207K -$43.3K -672 -17%
Credit Agricole
498
Credit Agricole
France
$207K -$683K -10,588 -76%
DI
499
Diligent Investors
California
$206K +$193 +3 +0.1%
BFEC
500
Benjamin F. Edwards & Company
Missouri
$206K +$30.6K +474 +17%
18 19
20
21 22

BHP Hedge Fund Activity: Q1 2023 in Review

665 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2023, worth a combined $5.76B — up 3% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BHP positions and 67 closed out — a net gain of 39 holders — while 261 added to existing stakes and 167 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $192M. The largest seller was Harding Loevner, cutting an estimated $144M.

  • 665 institutional investors held BHP (BHP) as of Q1 2023, up from 639 in Q4 2022.
  • Funds reported $5.76B of BHP stock for Q1 2023, up 3% quarter-over-quarter.
  • 106 funds opened new BHP positions in Q1 2023 and 67 closed out, a net change of +39 holders.
  • The largest BHP buyer in Q1 2023 was Envestnet Asset Management, an estimated $192M added.
  • The largest BHP seller in Q1 2023 was Harding Loevner, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2023.