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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
SWA
576
SOA Wealth Advisors
New York
$24.2K +$351 +6 +1%
CT
577
Cambridge Trust
Massachusetts
$24.2K
AA
578
Ancora Advisors
Ohio
$23.3K
RFA
579
Resurgent Financial Advisors
Georgia
$22.5K -$9.35K -160 -29%
AWM
580
Ameliora Wealth Management
Switzerland
$21.6K
VFM
581
Viking Fund Management
North Dakota
$21K
HWA
582
HHM Wealth Advisors
Tennessee
$21K
BWAM
583
Boyd Watterson Asset Management
Ohio
$20.9K
FP
584
Financial Perspectives
Minnesota
$20.8K
PTC
585
Private Trust Company
Ohio
$18.7K -$106K -1,807 -85%
FPFS
586
First Personal Financial Services
North Carolina
$18K -$13K -222 -41%
CBT
587
CoreFirst Bank & Trust
Kansas
$17.1K -$4.62K -79 -21%
NF
588
Norwood Financial
Pennsylvania
$17.1K
C
589
Covestor
United Kingdom
$17K
BAM
590
Bellevue Asset Management
Washington
$16.9K
GKIM
591
GW&K Investment Management
Massachusetts
$16K -$468 -8 -3%
CA
592
Centerpoint Advisors
Massachusetts
$16K -$409 -7 -2%
BCMLT
593
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K
BPC
594
Banque Pictet & Cie
Switzerland
$14.2K -$2.91M -49,750 -100%
CCA
595
Column Capital Advisors
Indiana
$14.2K
DJSG
596
D.J. St. Germain
Massachusetts
$14.2K
TC
597
Trust Company
Kansas
$14.2K
LCM
598
Logan Capital Management
Pennsylvania
$13.8K
ME
599
McIlrath & Eck
Washington
$13.6K
PGAM
600
Princeton Global Asset Management
New Jersey
$13.4K +$409 +7 +3%

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.