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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
651
Caldwell Sutter Capital
California
$4.9K
AFS
652
Annapolis Financial Services
Maryland
$4.15K
VNA
653
Valley National Advisers
Pennsylvania
$4K
Kayne Anderson Rudnick Investment Management
654
Kayne Anderson Rudnick Investment Management
California
$3.52K -$419 -7 -10%
MTIC
655
Missouri Trust & Investment Company
Missouri
$2.88K
PCWA
656
Pacific Capital Wealth Advisors
California
$2.77K +$2.87K +48 New
WPWM
657
Western Pacific Wealth Management
Illinois
$2.67K
AA
658
Addison Advisors
Vermont
$2.65K +$2.75K +46 New
CT
659
Colonial Trust
South Carolina
$2.55K -$419 -7 -14%
AFWM
660
Abich Financial Wealth Management
Virginia
$2.48K +$2.57K +43 New
CPG
661
Cornerstone Planning Group
New Jersey
$2.48K +$2.27K +38 +633%
AWM
662
Abound Wealth Management
Tennessee
$2.42K
SA
663
Scarborough Advisors
Maryland
$2.31K
WAG
664
Wiser Advisor Group
Arizona
$2.24K -$239 -4 -10%
FIA
665
FNY Investment Advisers
New York
$2.14K +$2.08M +34,729 +1,448%
SL
666
Salomon & Ludwin
Virginia
$2.13K +$359 +6 +19%
NRG
667
Nemes Rush Group
Michigan
$2.02K
HBW
668
Hazlett, Burt & Watson
West Virginia
$2K
CAM
669
ClariVest Asset Management
California
$1.9K
CSWM
670
Cassady Schiller Wealth Management
Ohio
$1.73K +$1.79K +30 New
BAM
671
Byrne Asset Management
New Jersey
$1.56K
QC
672
Quent Capital
New York
$1.56K
CTWM
673
Cherry Tree Wealth Management
Minnesota
$1.5K
PIS
674
POM Investment Strategies
North Carolina
$1.5K
BHWM
675
Beaird Harris Wealth Management
Texas
$1.44K

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.