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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
FPB
551
First PREMIER Bank
South Dakota
$100K
CFD
552
Creative Financial Designs
Indiana
$99.1K -$79K -1,309 -47%
SC
553
Sawyer & Company
Massachusetts
$99K
AF
554
Allworth Financial
California
$98.4K +$9.78K +162 +13%
EWA
555
EverSource Wealth Advisors
Alabama
$95.8K +$16.1K +266 +23%
HI
556
Hoey Investments
Pennsylvania
$95.6K -$18.1K -300 -18%
JWA
557
JFS Wealth Advisors
Pennsylvania
$93.2K +$5.73K +95 +7%
GBT
558
Grove Bank & Trust
Florida
$86.7K -$181 -3 -0.2%
CG
559
Cutler Group
California
$86K +$76.1K +1,260 New
IA
560
IFP Advisors
Florida
$85.7K -$362 -6 -0.5%
ACA
561
Atlas Capital Advisors
Wyoming
$85.5K
AF
562
Advisornet Financial
Minnesota
$85.1K
GWM
563
Geneos Wealth Management
Colorado
$84.6K -$287K -4,756 -79%
OA
564
Operose Advisors
Wisconsin
$82.7K
JWM
565
Janiczek Wealth Management
Colorado
$81.3K +$3.8K +63 +6%
CCM
566
Chilton Capital Management
Texas
$78.9K
PB
567
Pinnacle Bancorp
Nebraska
$77.9K -$59.3K -982 -46%
BWL
568
Bogart Wealth LLC
Virginia
$77.5K
POIA
569
Pin Oak Investment Advisors
Texas
$76K
HI
570
Harbour Investments
Wisconsin
$74.6K +$1.87K +31 +3%
RFG
571
REAP Financial Group
Texas
$74K +$65.4K +1,083 New
TRCT
572
Tower Research Capital (TRC)
New York
$73.2K +$59.5K +985 +1,132%
AIM
573
Anchor Investment Management
South Carolina
$68.3K
BWM
574
Baystate Wealth Management
Massachusetts
$67.3K +$785 +13 +1%
ZB
575
Zions Bancorporation
Utah
$66.2K +$5.01K +83 +9%

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.