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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
AWA
501
Arete Wealth Advisors
Illinois
$225K +$199K +3,296 New
PMA
502
Prudent Man Advisors
Illinois
$225K -$38K -629 -16%
AHL
503
Abel Hall LLC
Louisiana
$224K +$198K +3,275 New
HH
504
Hilltop Holdings
Texas
$223K +$197K +3,265 New
DI
505
Diligent Investors
California
$223K +$197K +3,263 New
CM
506
Castleark Management
Illinois
$221K
NB
507
NBT Bank
New York
$219K +$194K +3,209 New
SIM
508
Seaview Investment Managers
Florida
$219K +$193K +3,204 New
Focus Partners Wealth
509
Focus Partners Wealth
Massachusetts
$218K +$193K +3,195 New
RIA
510
Realta Investment Advisors
Delaware
$216K -$39.2K -649 -17%
FMTCOCP
511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K
C
512
Certuity
Florida
$214K +$189K +3,132 New
HKAM
513
Horizon Kinetics Asset Management
New York
$214K +$189K +3,131 New
KBFS
514
Kohmann Bosshard Financial Services
Ohio
$212K +$188K +3,108 New
EH
515
Equitable Holdings
New York
$212K +$187K +3,098 New
OIA
516
Optimum Investment Advisors
Illinois
$208K
FMN
517
Financial Management Network
California
$208K +$190K +3,146 New
W
518
WorthPointe
California
$208K +$183K +3,039 New
DT
519
Diversified Trust
Tennessee
$207K +$183K +3,032 New
WQ
520
Wealth Quarterback
New Jersey
$206K +$182K +3,020 New
HWM
521
HB Wealth Management
Georgia
$206K +$182K +3,019 New
BONH
522
Bank of New Hampshire
New Hampshire
$205K
UID
523
Union Investments & Development
Israel
$205K
FFA
524
Farther Finance Advisors
California
$191K +$47.6K +789 +39%
MHR
525
Matthew Hamilton Rosenberg
$189K +$5.79K +96 +4%

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.