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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
FPFS
626
First Personal Financial Services
North Carolina
$19.6K -$1.81K -30 -9%
CA
627
Centerpoint Advisors
Massachusetts
$19K
GKIM
628
GW&K Investment Management
Massachusetts
$19K
DJSG
629
D.J. St. Germain
Massachusetts
$17.1K
TC
630
Trust Company
Kansas
$17K
FWM
631
FSA Wealth Management
Massachusetts
$17K +$15.1K +250 New
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.3K +$14.4K +238 New
IPW
633
Impact Partnership Wealth
Georgia
$15.4K
CMP
634
Coston McIsaac & Partners
Maine
$15K
RS
635
Rakuten Securities
Japan
$14.1K +$12.4K +206 New
AA
636
AlphaMark Advisors
Kentucky
$14K
NF
637
Norwood Financial
Pennsylvania
$13.7K -$6.04K -100 -33%
CWP
638
Concord Wealth Partners
Virginia
$13.7K -$1.09K -18 -8%
SC
639
Stephens Consulting
Michigan
$13.7K
HF
640
Halpern Financial
Virginia
$13.6K
SVCP
641
Silicon Valley Capital Partners
California
$13.3K +$302 +5 +3%
TVAMP
642
Tennessee Valley Asset Management Partners
Tennessee
$13.3K +$11.7K +194 New
BCMLT
643
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K -$1.15K -19 -8%
WTA
644
Washington Trust Advisors
Massachusetts
$12.4K
OCM
645
Orion Capital Management
California
$12.3K
IGWM
646
ICA Group Wealth Management
Colorado
$10.4K +$9.23K +153 New
GWSA
647
Global Wealth Strategies & Associates
Colorado
$9.84K
OPTFSNA
648
Old Point Trust & Financial Services N A
Virginia
$9.77K +$8.63K +143 New
AT
649
Arlington Trust
Alabama
$8.88K +$7.85K +130 New
Jones Financial Companies
650
Jones Financial Companies
Missouri
$8.4K +$7.42K +123 New

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.