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407 hedge funds and large institutions have $3.18B invested in BHP in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $153M | Put options by funds: $131M

4% more funds holding

Funds holding: 391407 (+16)

4% more capital invested

Capital invested by funds: $3.06B → $3.18B (+$116M)

0.2% less ownership

Funds ownership: 2.42%2.21% (-0.2%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

32% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 154

Holders
407
Holders Change
+16
Holders Change %
+4.09%
% of All Funds
8.81%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.19%
New
64
Increased
105
Reduced
154
Closed
45
Calls
$153M
Puts
$131M
Net Calls
+$22.3M
Net Calls Change
-$54.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SMI
76
Shelter Mutual Insurance
Missouri
$6.54M
US Bancorp
77
US Bancorp
Minnesota
$6.47M -$321K -7,038 -5%
HC
78
Hourglass Capital
Texas
$6.47M -$53.1K -1,166 -0.9%
CGH
79
Crossmark Global Holdings
Texas
$6.42M -$50K -1,098 -0.8%
AC
80
Athos Capital
Hong Kong
$6.39M +$1.96M +42,982 +49%
Ameriprise
81
Ameriprise
Minnesota
$6.38M -$2.14M -46,884 -26%
AAM
82
Autus Asset Management
Arizona
$6M +$144K +3,160 +3%
BG
83
Bollard Group
Massachusetts
$5.9M +$3.47M +76,153 +170%
OAM
84
Oxford Asset Management
United Kingdom
$5.71M +$5.34M +117,195 New
LPL Financial
85
LPL Financial
California
$5.64M -$1.5K -33 -0%
CA
86
Callahan Advisors
Texas
$5.55M +$300K +6,576 +6%
Pacer Advisors
87
Pacer Advisors
Pennsylvania
$5.45M +$239K +5,253 +5%
LM
88
Luminus Management
Texas
$5.04M +$4.71M +103,244 New
Bank of New York Mellon
89
Bank of New York Mellon
New York
$4.73M -$754K -16,549 -15%
Comerica Bank
90
Comerica Bank
Texas
$4.7M -$278K -6,094 -6%
ABC
91
Associated Banc-Corp
Wisconsin
$4.67M -$18.1K -396 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
92
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.49M +$3.99M +87,438 +1,857%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$4.23M +$1.16M +25,440 +41%
N
94
Natixis
France
$4.13M +$3.91M +85,716 New
HighTower Advisors
95
HighTower Advisors
Illinois
$3.9M +$1.32M +28,892 +57%
DWA
96
Dorsey Wright & Associates
California
$3.85M +$3.6M +78,946 New
SIRP
97
Shelter Insurance Retirement Plan
Missouri
$3.81M
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$3.79M +$62.5K +1,371 +2%
MIH
99
Madison Investment Holdings
Wisconsin
$3.51M +$3.28M +72,007 New
HAM
100
Hammer Asset Management
California
$3.37M +$1.5K +33 +0%

BHP Hedge Fund Activity: Q1 2019 in Review

407 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2019, worth a combined $3.18B — up 3.8% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BHP positions and 45 closed out — a net gain of 19 holders — while 105 added to existing stakes and 154 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $52.8M. The largest seller was LMR Partners, exiting entirely with an estimated $81.6M sold.

  • 407 institutional investors held BHP (BHP) as of Q1 2019, up from 391 in Q4 2018.
  • Funds reported $3.18B of BHP stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 64 funds opened new BHP positions in Q1 2019 and 45 closed out, a net change of +19 holders.
  • The largest BHP buyer in Q1 2019 was Neuberger Berman Group, an estimated $52.8M added.
  • The largest BHP seller in Q1 2019 was LMR Partners, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2019.