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BHP
BHP

Overview Fund Activity

657 hedge funds and large institutions have $5.3B invested in BHP in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 230 increasing their positions, 222 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.36%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
78
Increased
230
Reduced
222
Closed
76
Calls
$286M
Puts
$175M
Net Calls
+$111M
Net Calls Change
+$124M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$123M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.11B
4
WGI
4
Westwood Global Investments
Massachusetts
$58.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$28.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.7M
2
Amundi
2
Amundi
France
$55.3M
3
Bank of America
3
Bank of America
North Carolina
$168M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$66.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
701
First Hawaiian Bank
Hawaii
– -$220K -3,466 Closed
BHPW
702
Beverly Hills Private Wealth
California
– -$209K -3,293 Closed
HKAM
703
Horizon Kinetics Asset Management
New York
– -$208K -3,275 Closed
EWA
704
Exencial Wealth Advisors
Oklahoma
– -$207K -3,265 Closed
DI
705
Diligent Investors
California
– -$206K -3,254 Closed
WA
706
Waverly Advisors
Alabama
– -$202K -3,192 Closed
AC
707
Abbrea Capital
California
– -$201K -3,162 Closed
HI
708
Human Investing
Oregon
– -$200K -3,158 Closed
GC
709
Garde Capital
Washington
– -$106K -1,664 Closed
FCA
710
Fortis Capital Advisors
Kansas
– -$72.4K -1,141 Closed
NHT
711
New Hampshire Trust
New Hampshire
– -$70.1K -1,105 Closed
KC
712
Knuff & Co
California
– -$64K -1,010 Closed
SSC
713
Syverson Strege & Co
Iowa
– -$58.1K -916 Closed
IUHSA
714
Itau Unibanco Holding S.A.
Brazil
– -$55.6K -877 Closed
Jones Financial Companies
715
Jones Financial Companies
Missouri
– -$43.8K -691 Closed
CLOS
716
Compagnie Lombard Odier SCmA
Switzerland
– -$41.2K -650 Closed
HFS
717
HBC Financial Services
Washington
– -$34K -550 Closed
SC
718
Schubert & Co
Texas
– -$31.8K -501 Closed
BWM
719
BerganKDV Wealth Management
Minnesota
– -$25.6K -403 Closed
TCWA
720
Ten Capital Wealth Advisors
Washington
– -$20.9K -330 Closed
LFG
721
Larson Financial Group
Missouri
– -$19.9K -314 Closed
HT
722
Headlands Technologies
Illinois
– -$19.3K -305 Closed
NC
723
NewSquare Capital
Pennsylvania
– -$13.8K -218 Closed
OCM
724
Orion Capital Management
California
– -$11.4K -180 Closed
EI
725
Ellevest Inc
New York
– -$6.28K -99 Closed
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