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BHP
BHP

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: 659 → 701 (+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: 9 → 8 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$300M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$87M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.3M
4
LP
LMR Partners
United Kingdom
+$54.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$49.4M

Top Sellers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
-$36.9M
2
Millennium Management
Millennium Management
New York
-$26.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$25.6M
5
HL
Harding Loevner
New Jersey
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
751
Viking Fund Management
North Dakota
– -$21K -370 Closed
BPC
752
Banque Pictet & Cie
Switzerland
– -$14.2K -250 Closed
LCM
753
Logan Capital Management
Pennsylvania
– -$13.8K -243 Closed
ME
754
McIlrath & Eck
Washington
– -$13.6K -239 Closed
SIM
755
Studio Investment Management
Illinois
– -$11.8K -208 Closed
WWM
756
Wolff Wiese Magana
California
– -$9.84K -173 Closed
SGDR
757
SPX Gestao de Recursos
Brazil
– -$7.85K -138 Closed
ITIM
758
Indiana Trust & Investment Management
Indiana
– -$5.69K -100 Closed
WIM
759
Westside Investment Management
California
– -$5.69K -100 Closed
SA
760
SRH Advisors
Kansas
– -$4.95K -87 Closed
KA
761
Kozak & Associates
Colorado
– -$4.78K -84 Closed
WAS
762
Winch Advisory Services
Wisconsin
– -$3K -55 Closed
FRA
763
Front Row Advisors
California
– -$1.54K -27 Closed
VCM
764
Versant Capital Management
Arizona
– -$910 -16 Closed
CCP
765
Carmel Capital Partners
California
– -$842 -15 Closed
MIM
766
Macroview Investment Management
Maryland
– -$342 -6 Closed
27 28 29 30
31

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.