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BHP
BHP

Overview Fund Activity

659 hedge funds and large institutions have $5.71B invested in BHP in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 245 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
85
Increased
187
Reduced
245
Closed
73
Calls
$360M
Puts
$210M
Net Calls
+$151M
Net Calls Change
-$20.6M

Top Buyers

1
XC
1
XY Capital
Hong Kong
$57.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$348M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.36B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$37.7M
5
SCM
5
Steadfast Capital Management
New York
$34.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$92.8M
2
HL
2
Harding Loevner
New Jersey
$549M
3
Bank of America
3
Bank of America
North Carolina
$246M
4
UBS Group
4
UBS Group
Switzerland
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
626
Cornerstone Planning Group
New Jersey
$4.69K +$1.49K +26 +46%
AFS
627
Annapolis Financial Services
Maryland
$4.47K – – –
PFA
628
Pathway Financial Advisers
Indiana
$4.25K +$4.17K +259,022 +5,578%
VNA
629
Valley National Advisers
Pennsylvania
$4K – – –
SIC
630
SJS Investment Consulting
Ohio
$3.85K +$3.85K +62 New
GEA
631
Glen Eagle Advisors
New Jersey
$3.77K – – –
Kayne Anderson Rudnick Investment Management
632
Kayne Anderson Rudnick Investment Management
California
$3.66K – – –
MFG
633
Mendota Financial Group
Wisconsin
$3.29K +$1.12K +18 +51%
MTIC
634
Missouri Trust & Investment Company
Missouri
$3.11K – – –
WPWM
635
Western Pacific Wealth Management
Illinois
$2.94K – – –
MA
636
MCF Advisors
Kentucky
$2.8K – – –
CT
637
Colonial Trust
South Carolina
$2.75K – – –
SWC
638
Spectrum Wealth Counsel
Indiana
$2.49K +$2.49K +40 New
AWM
639
Abound Wealth Management
Tennessee
$2.42K +$1.31K +21 +117%
WAG
640
Wiser Advisor Group
Arizona
$2.42K – – –
JIP
641
Jaffetilchin Investment Partners
Florida
$2.1K +$2.1K +34 New
HBW
642
Hazlett, Burt & Watson
West Virginia
$2K – – –
BOC
643
Bull Oak Capital
California
$1.93K +$1.93K +31 New
CSWM
644
Cassady Schiller Wealth Management
Ohio
$1.86K – – –
QC
645
Quent Capital
New York
$1.68K – – –
PIS
646
POM Investment Strategies
North Carolina
$1.62K -$15.6K -251 -91%
CTWM
647
Cherry Tree Wealth Management
Minnesota
$1.62K – – –
CAM
648
ClariVest Asset Management
California
$1.59K – – –
CSB
649
City State Bank
Iowa
$1.55K – – –
HWM
650
HighMark Wealth Management
Minnesota
$1.37K – – –
24 25
26
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