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455 hedge funds and large institutions have $4.42B invested in BHP in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more capital invested

Capital invested by funds: $4.18B → $4.42B (+$241M)

3% more funds holding

Funds holding: 440455 (+15)

0.04% more ownership

Funds ownership: 2.34%2.38% (+0.04%)

27% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 187

58% less call options, than puts

Call options by funds: $144M | Put options by funds: $344M

Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
62
Increased
137
Reduced
187
Closed
41
Calls
$144M
Puts
$344M
Net Calls
-$199M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$13.8M +$5.09M +87,954 +58%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$13.2M
USGIU
53
U.S. Global Investors (USGI)
Texas
$12.6M +$1.03M +17,740 +9%
UGIF
54
US Global Investors Funds
Maine
$12.6M +$12.7M +218,791 New
RFC
55
Russell Frank Company
Washington
$12.3M -$2.26M -39,081 -15%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$11.9M +$343K +5,925 +3%
BA
57
Bridgewater Associates
Connecticut
$11.5M +$3.87M +66,821 +50%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$11.4M -$1.04M -17,948 -8%
CS
59
Credit Suisse
Switzerland
$11.3M +$8.22M +142,148 +269%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$11.1M -$5.07M -87,611 -31%
USAA
61
United Services Automobile Association
Texas
$10.7M +$6.97M +120,453 +187%
Citigroup
62
Citigroup
New York
$10.6M -$3.34M -57,745 -24%
WT
63
Whittier Trust
California
$10.5M +$19.3K +333 +0.2%
RJA
64
Raymond James & Associates
Florida
$10.4M -$185K -3,201 -2%
CC
65
Cambrian Capital
California
$10.4M -$1.91M -32,937 -15%
MWAC
66
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.57M +$548K +9,474 +6%
DVM
67
Dreman Value Management
Florida
$9.57M -$2.1M -36,298 -25%
CIC
68
Canal Insurance Company
South Carolina
$9.55M +$2.05M +35,479 +21%
Millennium Management
69
Millennium Management
New York
$9.34M +$9.37M +161,908 New
HSBC Holdings
70
HSBC Holdings
United Kingdom
$8.74M -$2.55M -44,005 -22%
CAM
71
Capstone Asset Management
Texas
$8.54M +$255K +4,408 +3%
First Trust Advisors
72
First Trust Advisors
Illinois
$8.31M -$186K -3,220 -2%
BlackRock
73
BlackRock
New York
$8.08M +$516K +8,926 +7%
SC
74
Scotia Capital
Ontario, Canada
$7.98M -$34.1K -589 -0.4%
Ameriprise
75
Ameriprise
Minnesota
$7.93M -$48.1K -831 -0.6%

BHP Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2013, worth a combined $4.42B — up 5.8% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BHP positions and 41 closed out — a net gain of 21 holders — while 137 added to existing stakes and 187 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $155M. The largest seller was WHV Investments, cutting an estimated $56.5M.

  • 455 institutional investors held BHP (BHP) as of Q4 2013, up from 440 in Q3 2013.
  • Funds reported $4.42B of BHP stock for Q4 2013, up 5.8% quarter-over-quarter.
  • 62 funds opened new BHP positions in Q4 2013 and 41 closed out, a net change of +21 holders.
  • The largest BHP buyer in Q4 2013 was EARNEST Partners, an estimated $155M added.
  • The largest BHP seller in Q4 2013 was WHV Investments, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2013.