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BHP
BHP

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: 9 → 9 (0)

0% less funds holding

Funds holding: 662 → 659 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$54M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$43.9M
3
Jane Street
Jane Street
New York
+$34.4M
4
Optiver Holding
Optiver Holding
Netherlands
+$33M
5
OMC
Old Mission Capital
Illinois
+$28M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$80.3M
2
Amundi
Amundi
France
-$47.8M
3
Bank of America
Bank of America
North Carolina
-$23.3M
4
XC
XY Capital
Hong Kong
-$16.9M
5
AF
Alerus Financial
North Dakota
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
626
True Wealth Design
Ohio
$4.61K – – –
BIA
627
Bell Investment Advisors
California
$4.1K -$701 -12 -14%
AFS
628
Annapolis Financial Services
Maryland
$4.1K – – –
Lazard Asset Management
629
Lazard Asset Management
New York
$4K -$4.91K -84 -50%
VNA
630
Valley National Advisers
Pennsylvania
$4K – – –
SFG
631
Steward Financial Group
Texas
$4K +$4.33K +74 New
GEA
632
Glen Eagle Advisors
New Jersey
$3.98K +$2.1K +36 +106%
LF
633
Lee Financial
Texas
$3.75K +$3.86K +66 New
Kayne Anderson Rudnick Investment Management
634
Kayne Anderson Rudnick Investment Management
California
$3.41K – – –
CT
635
Colonial Trust
South Carolina
$3.27K – – –
WAS
636
Winch Advisory Services
Wisconsin
$3K +$3.21K +55 New
BCM
637
Bourgeon Capital Management
Connecticut
$2.9K +$2.98K +51 New
IBOK
638
Independence Bank of Kentucky
Kentucky
$2.84K – – –
MTIC
639
Missouri Trust & Investment Company
Missouri
$2.84K – – –
WPWM
640
Western Pacific Wealth Management
Illinois
$2.63K +$58 +1 +2%
AWM
641
Abound Wealth Management
Tennessee
$2.28K – – –
FIM
642
FWL Investment Management
Texas
$2.16K +$2.22K +38 New
BEI
643
Benjamin Edwards Inc
Missouri
$2K -$3.86K -66 -70%
BAM
644
Byrne Asset Management
New Jersey
$2K – – –
HBW
645
Hazlett, Burt & Watson
West Virginia
$2K +$1.99K +34 New
NRG
646
Nemes Rush Group
Michigan
$1.99K – – –
SL
647
Salomon & Ludwin
Virginia
$1.76K +$1.81K +31 New
FRA
648
Front Row Advisors
California
$1.54K – – –
QC
649
Quent Capital
New York
$1.54K – – –
CTWM
650
Cherry Tree Wealth Management
Minnesota
$1.48K – – –
24 25
26
27 28

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.