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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
SWM
601
Sanctuary Wealth Management
Idaho
$37.4K
BCA
602
Bray Capital Advisors
Florida
$36.5K
CFFP
603
Center for Financial Planning
Michigan
$34.2K
SIC
604
SJS Investment Consulting
Ohio
$34.2K
LA
605
LM Advisors
California
$34.2K +$30.2K +500 New
W
606
WealthCollab
Washington
$33.7K +$29.8K +493 New
TWM
607
Tradition Wealth Management
Minnesota
$32K
SWA
608
SOA Wealth Advisors
New York
$29.1K
CT
609
Cambridge Trust
Massachusetts
$29K
HWA
610
HHM Wealth Advisors
Tennessee
$28.2K +$2.66K +44 +12%
AA
611
Ancora Advisors
Ohio
$27.9K
EBA
612
Eagle Bay Advisors
New York
$27.5K +$24.3K +403 New
RFG
613
RFP Financial Group
Georgia
$27.2K +$18.5K +306 +333%
RFA
614
Resurgent Financial Advisors
Georgia
$27.1K
AWM
615
Ameliora Wealth Management
Switzerland
$26K
BWAM
616
Boyd Watterson Asset Management
Ohio
$25.1K
FP
617
Financial Perspectives
Minnesota
$24.9K
First Manhattan
618
First Manhattan
New York
$23.1K +$20.4K +338 New
PWA
619
Provenance Wealth Advisors
Florida
$22.5K +$19.9K +330 New
PTC
620
Private Trust Company
Ohio
$22.5K
AAG
621
Armstrong Advisory Group
Massachusetts
$22.3K -$16.8K -279 -46%
C
622
Covestor
United Kingdom
$21K
CBT
623
CoreFirst Bank & Trust
Kansas
$20.5K
PGAM
624
Princeton Global Asset Management
New Jersey
$20.3K +$3.74K +62 +26%
BAM
625
Bellevue Asset Management
Washington
$20.3K

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.