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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
Marshall Wace
51
Marshall Wace
United Kingdom
$16.1M +$12M +199,245 +547%
SSA
52
South Street Advisors
New York
$16.1M +$41.3K +685 +0.3%
Mariner
53
Mariner
Kansas
$15.7M +$3.56M +59,025 +35%
VCM
54
Violich Capital Management
California
$15.5M -$240K -3,977 -2%
Stifel Financial
55
Stifel Financial
Missouri
$15.5M +$1.17M +19,365 +9%
TA
56
Townsend & Associates
Colorado
$14.7M +$5.44M +90,105 +62%
OMC
57
Old Mission Capital
Illinois
$14.5M -$16.1M -266,251 -56%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$13.6M -$1.23M -20,300 -9%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$13.6M +$733K +12,150 +7%
Citadel Advisors
60
Citadel Advisors
Florida
$12.6M -$13.1M -216,781 -54%
Ameriprise
61
Ameriprise
Minnesota
$12.4M -$436K -7,216 -4%
Jennison Associates
62
Jennison Associates
New York
$12.4M +$10.9M +181,254 New
Citigroup
63
Citigroup
New York
$11.7M -$4.37M -72,397 -30%
PHAM
64
Pacific Heights Asset Management
California
$10.9M
HP
65
Hikari Power
Japan
$10.1M
NAMA
66
Nikko Asset Management Americas
New York
$10.1M -$19K -314 -0.2%
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$10.1M -$19K -314 -0.2%
N
68
Nuveen
North Carolina
$10.1M +$8.51M +141,030 +2,274%
GP
69
Greenline Partners
New York
$9.48M +$86.1K +1,427 +1%
Creative Planning
70
Creative Planning
Kansas
$9.4M +$1.64M +27,204 +25%
KCM
71
Kornitzer Capital Management
Kansas
$9.12M +$1.81K +30 +0%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$8.93M +$1.54M +25,447 +24%
QCM
73
QRG Capital Management
Illinois
$8.82M +$440K +7,286 +6%
XC
74
XY Capital
Hong Kong
$8.71M +$6.23M +103,134 +422%
OCM
75
Ovata Capital Management
Hong Kong
$8.7M -$82.5K -1,366 -1%

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.