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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
EDRH
551
Edmond de Rothschild Holding
Switzerland
$45.5K
CTA
552
Colonial Trust Advisors
South Carolina
$45K
SFCL
553
Strengthening Families & Communities LLC
Massachusetts
$45K +$4.79K +82 +12%
SWM
554
Sugarloaf Wealth Management
Georgia
$44.5K
TSWM
555
Tyler-Stone Wealth Management
Ohio
$44K +$1.17K +20 +3%
GIA
556
GHP Investment Advisors
Colorado
$43.6K +$45K +770 New
PFBT
557
Parkside Financial Bank & Trust
Missouri
$41.5K +$234 +4 +0.6%
NS
558
NBC Securities
Alabama
$41K +$42.6K +728 New
CH
559
Canton Hathaway
Rhode Island
$40K
CT
560
Caldwell Trust
Florida
$37K
CLOS
561
Compagnie Lombard Odier SCmA
Switzerland
$37K +$38K +650 New
CIA
562
Cape Investment Advisory
Georgia
$36.4K +$10.2K +174 +37%
BBHC
563
Brown Brothers Harriman & Co
New York
$36.1K +$33.6K +574 +957%
AAG
564
Armstrong Advisory Group
Massachusetts
$34.5K
PAI
565
Pittenger & Anderson Inc
Nebraska
$34.1K -$35.1K -600 -50%
CAS
566
Coppell Advisory Solutions
Texas
$33.7K -$701 -12 -2%
AW
567
Avion Wealth
Texas
$33K
TCOV
568
Trust Company of Vermont
Vermont
$32.2K
SWM
569
Sanctuary Wealth Management
Idaho
$31.1K
CA
570
Clearstead Advisors
Ohio
$30.8K +$16.8K +288 +113%
BCA
571
Bray Capital Advisors
Florida
$30.4K
CFFP
572
Center for Financial Planning
Michigan
$28.4K
SIC
573
SJS Investment Consulting
Ohio
$28.4K
SWA
574
Sutton Wealth Advisors
Florida
$28K
TWM
575
Tradition Wealth Management
Minnesota
$27K -$2.86K -49 -9%

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.