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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
-$54.6K -800 Closed
CLOS
752
Compagnie Lombard Odier SCmA
Switzerland
-$44.4K -650 Closed
LA
753
LM Advisors
California
-$34.2K -500 Closed
SIC
754
SJS Investment Consulting
Ohio
-$34.2K -500 Closed
TWM
755
Tradition Wealth Management
Minnesota
-$32K -473 Closed
RFA
756
Resurgent Financial Advisors
Georgia
-$27.1K -396 Closed
First Manhattan
757
First Manhattan
New York
-$23.1K -338 Closed
FPFS
758
First Personal Financial Services
North Carolina
-$19.6K -287 Closed
DJSG
759
D.J. St. Germain
Massachusetts
-$17.1K -250 Closed
CWP
760
Concord Wealth Partners
Virginia
-$13.7K -200 Closed
TVAMP
761
Tennessee Valley Asset Management Partners
Tennessee
-$13.3K -194 Closed
BCM
762
Bourgeon Capital Management
Connecticut
-$6.08K -89 Closed
GI
763
Gradient Investments
Minnesota
-$5.74K -84 Closed
BL
764
BFSG LLC
California
-$4.78K -70 Closed
LF
765
Lee Financial
Texas
-$4.51K -66 Closed
Lazard Asset Management
766
Lazard Asset Management
New York
-$3K -57 Closed
IBOK
767
Independence Bank of Kentucky
Kentucky
-$3.42K -50 Closed
FIM
768
FWL Investment Management
Texas
-$2.6K -38 Closed
BEI
769
Benjamin Edwards Inc
Missouri
-$2K -28 Closed
DWA
770
Delos Wealth Advisors
Texas
-$342 -5 Closed

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.