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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
476
BOK Financial
Oklahoma
$227K -$22.5K -376 -9%
WWM
477
Whalen Wealth Management
Nevada
$225K +$234K +3,905 New
SWM
478
Segment Wealth Management
Texas
$225K -$4.91K -82 -2%
GVAG
479
Great Valley Advisor Group
Delaware
$223K +$231K +3,854 New
CMS
480
Capital Market Strategies
Florida
$222K
EIP
481
Epoch Investment Partners
New York
$221K -$30.5K -509 -12%
FHA
482
First Horizon Advisors
Tennessee
$220K -$10.8K -180 -5%
HAG
483
HighPoint Advisor Group
Illinois
$219K +$229K +3,822 New
EWA
484
Exencial Wealth Advisors
Oklahoma
$217K +$7.06K +118 +3%
KP
485
Keel Point
Alabama
$215K -$17.5K -292 -7%
SMA
486
Seven Mile Advisory
New Jersey
$210K -$25K -418 -10%
CWM
487
Compass Wealth Management
Connecticut
$208K
RJT
488
Raymond James Trust
Florida
$208K -$51.9K -868 -19%
CFO
489
CVA Family Office
Colorado
$208K
CCM
490
Cohen Capital Management
California
$205K
LNC
491
Lincoln National Corp
Pennsylvania
$203K -$76.2K -1,274 -27%
DWA
492
Douglass Winthrop Advisors
New York
$202K
USGIU
493
U.S. Global Investors (USGI)
Texas
$202K +$209K +3,500 New
CB
494
Community Bank
New York
$202K -$41.9K -700 -17%
AWM
495
Aprio Wealth Management
Georgia
$201K -$13.5K -225 -6%
KWA
496
Kingswood Wealth Advisors
California
$200K -$227K -3,795 -52%
CFB
497
Cullen/Frost Bankers
Texas
$194K -$38.5K -643 -16%
CM
498
Castleark Management
Illinois
$187K
GA
499
GoalVest Advisory
New York
$182K +$189K +3,150 New
OIA
500
Optimum Investment Advisors
Illinois
$176K

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.