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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
CT
601
Colonial Trust
South Carolina
$8.38K +$7.59K +135 New
BWA
602
BDO Wealth Advisors
Florida
$8.07K
CQS
603
Credential Qtrade Securities
$7.01K
Lazard Asset Management
604
Lazard Asset Management
New York
$7K -$1.97K -35 -22%
PWMG
605
Prestige Wealth Management Group
New Jersey
$6.21K
RFG
606
RFP Financial Group
Georgia
$5.71K +$5.17K +92 New
ZIG
607
Zullo Investment Group
Pennsylvania
$5.03K
TWD
608
True Wealth Design
Ohio
$5.03K +$4.55K +81 New
EBA
609
Eagle Bay Advisors
New York
$4.9K -$61.8K -1,098 -93%
BWP
610
Baldwin Wealth Partners
Massachusetts
$4.65K +$4.22K +75 New
AFS
611
Annapolis Financial Services
Maryland
$4.47K
MPCL
612
My Personal CFO LLC
Washington
$4.41K +$3.99K +71 New
BIA
613
Bell Investment Advisors
California
$4.34K +$506 +9 +15%
VNA
614
Valley National Advisers
Pennsylvania
$4K
HT
615
Headlands Technologies
Illinois
$4K +$3.6K +64 New
TWA
616
TCI Wealth Advisors
Arizona
$3.1K
CSB
617
City State Bank
Iowa
$3K
IBOK
618
Independence Bank of Kentucky
Kentucky
$3K
MTIC
619
Missouri Trust & Investment Company
Missouri
$3K
MDCM
620
Morgan Dempsey Capital Management
Wisconsin
$2.98K
WPWM
621
Western Pacific Wealth Management
Illinois
$2.79K
HS
622
Horan Securities
United States
$2.79K +$337 +6 +15%
KFS
623
Kelly Financial Services
Massachusetts
$2.42K
GEA
624
Glen Eagle Advisors
New Jersey
$2.11K
HFS
625
Hantz Financial Services
Michigan
$2K