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BHP
BHP

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: 659 → 701 (+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: 9 → 8 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$300M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$87M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.3M
4
LP
LMR Partners
United Kingdom
+$54.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$49.4M

Top Sellers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
-$36.9M
2
Millennium Management
Millennium Management
New York
-$26.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$25.6M
5
HL
Harding Loevner
New Jersey
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
651
Headlands Technologies
Illinois
$7.92K +$7K +116 New
SRCM
652
Signature Resources Capital Management
California
$6.97K +$6.16K +102 New
FCMT
653
Founders Capital Management (Texas)
Texas
$6.9K – – –
SAM
654
Smartleaf Asset Management
Massachusetts
$6.86K +$6.04K +100 New
PWMG
655
Prestige Wealth Management Group
New Jersey
$6.83K – – –
AEPWM
656
Atlantic Edge Private Wealth Management
Florida
$6.83K +$6.04K +100 New
B
657
Birchbrook
Maine
$6.83K +$6.04K +100 New
MSG
658
Main Street Group
Virginia
$6.83K +$6.04K +100 New
AIC
659
Archer Investment Corporation
Indiana
$6.15K – – –
BCM
660
Bourgeon Capital Management
Connecticut
$6.08K +$2.29K +38 +75%
AW
661
Avion Wealth
Texas
$6K -$30.2K -500 -85%
BIA
662
Bell Investment Advisors
California
$5.81K +$785 +13 +18%
CSC
663
Caldwell Sutter Capital
California
$5.81K – – –
GI
664
Gradient Investments
Minnesota
$5.74K -$9.05K -150 -64%
SIS
665
Sound Income Strategies
Florida
$5.67K – – –
TWD
666
True Wealth Design
Ohio
$5.53K – – –
AFS
667
Annapolis Financial Services
Maryland
$4.92K – – –
BL
668
BFSG LLC
California
$4.78K -$1.22M -20,235 -100%
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$4.64K +$483 +8 +14%
LF
670
Lee Financial
Texas
$4.51K – – –
VNA
671
Valley National Advisers
Pennsylvania
$4K – – –
CT
672
Colonial Trust
South Carolina
$3.47K -$483 -8 -14%
IBOK
673
Independence Bank of Kentucky
Kentucky
$3.42K – – –
MTIC
674
Missouri Trust & Investment Company
Missouri
$3.42K – – –
WPWM
675
Western Pacific Wealth Management
Illinois
$3.16K – – –
25 26
27
28 29

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.