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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
Lazard Asset Management
676
Lazard Asset Management
New York
$3K -$1.63K -27 -32%
WAG
677
Wiser Advisor Group
Arizona
$2.9K +$2.54K +42 New
AWM
678
Abound Wealth Management
Tennessee
$2.87K +$121 +2 +5%
SA
679
Scarborough Advisors
Maryland
$2.73K +$2.41K +40 New
FIM
680
FWL Investment Management
Texas
$2.6K
NRG
681
Nemes Rush Group
Michigan
$2.39K
CAM
682
ClariVest Asset Management
California
$2.26K +$1.99K +33 New
BEI
683
Benjamin Edwards Inc
Missouri
$2K
CSB
684
City State Bank
Iowa
$2K
HBW
685
Hazlett, Burt & Watson
West Virginia
$2K
BAM
686
Byrne Asset Management
New Jersey
$1.86K
QC
687
Quent Capital
New York
$1.84K
CTWM
688
Cherry Tree Wealth Management
Minnesota
$1.78K
PIS
689
POM Investment Strategies
North Carolina
$1.78K +$1.57K +26 New
SL
690
Salomon & Ludwin
Virginia
$1.76K
BHWM
691
Beaird Harris Wealth Management
Texas
$1.71K +$1.51K +25 New
Qube Research & Technologies (QRT)
692
Qube Research & Technologies (QRT)
United Kingdom
$1.44K -$2.85M -47,200 -100%
GEA
693
Glen Eagle Advisors
New Jersey
$1.41K -$2.96K -49 -70%
HI
694
Horizon Investments
North Carolina
$1.37K +$1.21K +20 New
SIS
695
Strategic Investment Solutions
Illinois
$1.05K -$56.1K -930 -98%
LFG
696
Larson Financial Group
Missouri
$820 +$724 +12 New
AAP
697
Arax Advisory Partners
Colorado
$775
CPG
698
Cornerstone Planning Group
New Jersey
$410
DWA
699
Delos Wealth Advisors
Texas
$342
FGAM
700
Financial Gravity Asset Management
Texas
$97 +$60 +1 +100%

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.