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639 hedge funds and large institutions have $5.59B invested in BHP in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 208 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 39

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

26% more capital invested

Capital invested by funds: $4.44B → $5.59B (+$1.15B)

16% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 180

15% more funds holding

Funds holding: 555639 (+84)

0.01% more ownership

Funds ownership: 1.78%1.79% (+0.01%)

16% less call options, than puts

Call options by funds: $291M | Put options by funds: $346M

Holders
639
Holders Change
+84
Holders Change %
+15.14%
% of All Funds
10.27%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.18%
New
135
Increased
208
Reduced
180
Closed
39
Calls
$291M
Puts
$346M
Net Calls
-$54.8M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
Baystate Wealth Management
Massachusetts
$63K
KC
527
Knuff & Co
California
$62K
OC
528
Oakworth Capital
Alabama
$62K
BWL
529
Bogart Wealth LLC
Virginia
$58.9K
HCM
530
Hollencrest Capital Management
California
$56.5K +$51.2K +911 New
AW
531
Avion Wealth
Texas
$56K
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$54.7K +$49.5K +881 New
BSB
533
Bangor Savings Bank
Maine
$54K -$9.73K -173 -17%
AWM
534
Avior Wealth Management
Nebraska
$51K
TSWM
535
Tyler-Stone Wealth Management
Ohio
$50K
JWM
536
Janiczek Wealth Management
Colorado
$49.9K -$60.1K -1,069 -60%
CH
537
Canton Hathaway
Rhode Island
$43K
DAM
538
Delta Asset Management
Tennessee
$40.8K +$37K +658 New
FCA
539
FinTrust Capital Advisors
South Carolina
$40.7K +$7.87K +140 +27%
CT
540
Caldwell Trust
Florida
$40.3K
PFC
541
Phocas Financial Corp
California
$38.8K +$35.1K +625 New
AWM
542
Accurate Wealth Management
Florida
$38.3K +$32.2K +573 New
AAG
543
Armstrong Advisory Group
Massachusetts
$37.6K +$34.1K +606 New
PFBT
544
Parkside Financial Bank & Trust
Missouri
$37.2K +$33.7K +600 New
SIS
545
Sound Income Strategies
Florida
$36.1K +$32.7K +581 New
FPFS
546
First Personal Financial Services
North Carolina
$35.1K
TCOV
547
Trust Company of Vermont
Vermont
$35.1K
GJIA
548
Glass Jacobson Investment Advisors
Maryland
$34.6K +$31.4K +558 New
SWM
549
Sanctuary Wealth Management
Idaho
$33.9K +$30.8K +547 New
CAS
550
Coppell Advisory Solutions
Texas
$33.7K +$30.5K +543 New