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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
SCM
726
Shelton Capital Management
Colorado
-$358K -6,300 Closed
Fayez Sarofim & Co
727
Fayez Sarofim & Co
Texas
-$351K -6,174 Closed
TCWM
728
Total Clarity Wealth Management
Illinois
-$345K -6,069 Closed
CFG
729
Cooper Financial Group
California
-$321K -5,647 Closed
AIM
730
Aigen Investment Management
New York
-$314K -5,517 Closed
TNA
731
True North Advisors
Texas
-$304K -5,346 Closed
IAN
732
Integrated Advisors Network
Texas
-$303K -5,331 Closed
OPWM
733
Oakwell Private Wealth Management
Texas
-$261K -4,591 Closed
RA
734
RFG Advisory
Alabama
-$259K -4,561 Closed
RAM
735
Readystate Asset Management
Illinois
-$251K -4,404 Closed
MPPW
736
Mitchell & Pahl Private Wealth
Oklahoma
-$228K -4,000 Closed
Fiera Capital (Canada)
737
Fiera Capital (Canada)
Quebec, Canada
-$214K -3,765 Closed
SCM
738
SOL Capital Management
Maryland
-$206K -3,625 Closed
GVAG
739
Great Valley Advisor Group
Delaware
-$205K -3,617 Closed
TCM
740
Traynor Capital Management
Pennsylvania
-$204K -3,579 Closed
EWA
741
EP Wealth Advisors
California
-$202K -3,560 Closed
CI Investments Inc
742
CI Investments Inc
Ontario, Canada
-$171K -3,000 Closed
QP
743
Quilter Plc
United Kingdom
-$2.75M -2,759 Closed
NFSG
744
Newbridge Financial Services Group
Florida
-$120K -2,103 Closed
FAM
745
Flaharty Asset Management
Florida
-$90K -1,583 Closed
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
-$84.7K -1,488 Closed
OC
747
Oakworth Capital
Alabama
-$56.9K -1,000 Closed
HL
748
HeadInvest LLC
Maine
-$52.3K -936 Closed
PPC
749
Park Place Capital
Alabama
-$53K -931 Closed
CH
750
Canton Hathaway
Rhode Island
-$40K -700 Closed

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.