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659 hedge funds and large institutions have $5.17B invested in BHP in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $349M | Put options by funds: $270M

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

0.04% more ownership

Funds ownership: 1.75%1.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 662659 (-3)

0% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 219

3% less capital invested

Capital invested by funds: $5.3B → $5.17B (-$133M)

Holders
659
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.46%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
78
Increased
218
Reduced
219
Closed
73
Calls
$349M
Puts
$270M
Net Calls
+$78.7M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
476
Seven Mile Advisory
New Jersey
$213K -$57.5K -984 -21%
CMS
477
Capital Market Strategies
Florida
$211K
TIAA Trust, National Association
478
TIAA Trust, National Association
North Carolina
$210K +$216K +3,687 New
CWM
479
Compass Wealth Management
Connecticut
$210K -$10.2K -175 -5%
SC
480
Solstein Capital
California
$208K
LAM
481
Lifestyle Asset Management
Texas
$207K +$213K +3,642 New
SCM
482
SOL Capital Management
Maryland
$206K +$14.6K +250 +7%
GVAG
483
Great Valley Advisor Group
Delaware
$205K +$58 +1 +0%
CFO
484
CVA Family Office
Colorado
$205K -$14K -240 -6%
LC
485
Lindbrook Capital
California
$204K +$50.9K +870 +32%
HI
486
Hudock Inc
Pennsylvania
$204K +$210K +3,587 New
TCM
487
Traynor Capital Management
Pennsylvania
$204K -$22.6K -386 -10%
EWA
488
EP Wealth Advisors
California
$202K +$208K +3,560 New
UCFA
489
United Capital Financial Advisors
Texas
$202K -$8.24K -141 -4%
CCM
490
Cohen Capital Management
California
$202K
TPCW
491
TD Private Client Wealth
New York
$202K -$146K -2,491 -41%
CM
492
Castleark Management
Illinois
$184K
FMTCOCP
493
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$178K
OIA
494
Optimum Investment Advisors
Illinois
$173K
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$171K
BONH
496
Bank of New Hampshire
New Hampshire
$171K
UID
497
Union Investments & Development
Israel
$171K
BTI
498
Blue Trust Inc
Georgia
$170K +$33.8K +578 +25%
GRP
499
Global Retirement Partners
California
$159K +$6.96K +119 +4%
CFD
500
Creative Financial Designs
Indiana
$157K -$101K -1,726 -38%

BHP Hedge Fund Activity: Q3 2023 in Review

659 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2023, worth a combined $5.17B — down 2.5% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BHP positions and 73 closed out — a net gain of 5 holders — while 218 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Citadel Advisors, cutting an estimated $80.3M.

  • 659 institutional investors held BHP (BHP) as of Q3 2023, down from 662 in Q2 2023.
  • Funds reported $5.17B of BHP stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q3 2023 and 73 closed out, a net change of +5 holders.
  • The largest BHP buyer in Q3 2023 was Wellington Management Group, an estimated $54M added.
  • The largest BHP seller in Q3 2023 was Citadel Advisors, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2023.