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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Montag & Associates
Georgia
$31.7K
SWM
577
Sanctuary Wealth Management
Idaho
$31.6K
WAM
578
WFA Asset Management
Wisconsin
$31.2K +$32.3K +540 New
CA
579
Clearstead Advisors
Ohio
$31K -$6.22K -104 -16%
BCA
580
Bray Capital Advisors
Florida
$30.9K
CFD
581
Creative Financial Designs
Indiana
$30.6K -$55.1K -921 -63%
RA
582
Rise Advisors
New York
$29.4K +$30.5K +509 New
CFFP
583
Center for Financial Planning
Michigan
$28.8K
W
584
WealthCollab
Washington
$28.4K
DI
585
DAGCO Inc
Ohio
$27.1K +$28.2K +471 New
NS
586
NBC Securities
Alabama
$27K -$12.3K -206 -30%
SWA
587
SOA Wealth Advisors
New York
$24.5K
CT
588
Cambridge Trust
Massachusetts
$24.5K
CA
589
CoreCap Advisors
Michigan
$23.9K +$24.8K +414 New
HWA
590
HHM Wealth Advisors
Tennessee
$23.8K
GWSA
591
Global Wealth Strategies & Associates
Colorado
$23.8K +$16.1K +269 +187%
AA
592
Ancora Advisors
Ohio
$23.6K
SFCL
593
Strengthening Families & Communities LLC
Massachusetts
$23K -$23.2K -387 -49%
RFG
594
RFP Financial Group
Georgia
$23K
AAG
595
Armstrong Advisory Group
Massachusetts
$22.3K
GKIM
596
GW&K Investment Management
Massachusetts
$22K +$5.63K +94 +33%
AWM
597
Ameliora Wealth Management
Switzerland
$21.9K
SAM
598
Smartleaf Asset Management
Massachusetts
$21.8K +$16.7K +279 +279%
BWAM
599
Boyd Watterson Asset Management
Ohio
$21.2K
FP
600
Financial Perspectives
Minnesota
$21.1K

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.