We are live on ! Find out more

659 hedge funds and large institutions have $5.17B invested in BHP in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $349M | Put options by funds: $270M

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

0.04% more ownership

Funds ownership: 1.75%1.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 662659 (-3)

0% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 219

3% less capital invested

Capital invested by funds: $5.3B → $5.17B (-$133M)

Holders
659
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.46%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
78
Increased
218
Reduced
219
Closed
73
Calls
$349M
Puts
$270M
Net Calls
+$78.7M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
76
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.27M -$79.5K -1,360 -1%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$7.15M -$1.33M -22,687 -15%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$7.05M +$143K +2,446 +2%
QCM
79
QRG Capital Management
Illinois
$6.93M +$7.12M +121,880 New
JMPWA
80
JP Morgan Private Wealth Advisors
California
$6.85M -$263K -4,491 -4%
MHI
81
Miller Howard Investments
New York
$6.83M +$1.75M +30,000 +33%
SAM
82
Strategy Asset Managers
California
$6.82M -$555K -9,491 -7%
HTI
83
Hikari Tsushin Inc
Japan
$6.77M
CA
84
Callahan Advisors
Texas
$6.43M -$2M -34,129 -23%
Creative Planning
85
Creative Planning
Kansas
$6.28M -$136K -2,320 -2%
IIA
86
IPG Investment Advisors
California
$6.27M +$6.45M +110,307 New
Cerity Partners
87
Cerity Partners
New York
$6.17M +$1.71M +29,169 +37%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$6.09M -$363K -6,214 -5%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$5.99M +$163K +2,795 +3%
Barclays
90
Barclays
United Kingdom
$5.92M +$1.55M +26,533 +34%
FC
91
Fusion Capital
South Carolina
$5.71M +$335K +5,733 +6%
SIGI
92
Susquehanna International Group (Ireland)
Ireland
$5.57M +$876K +14,988 +18%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$5.43M +$168K +2,869 +3%
SMI
94
Shelter Mutual Insurance
Missouri
$5.39M
Truist Financial
95
Truist Financial
North Carolina
$5.38M +$76.8K +1,313 +1%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$5.29M +$143K +2,443 +3%
Amundi
97
Amundi
France
$5.24M -$47.8M -817,722 -90%
HP
98
Holowesko Partners
Bahamas
$5.23M
CGH
99
Crossmark Global Holdings
Texas
$5.18M +$1.87K +32 +0%
CS
100
Credit Suisse
Switzerland
$5.12M +$52.7K +901 +1%

BHP Hedge Fund Activity: Q3 2023 in Review

659 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2023, worth a combined $5.17B — down 2.5% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BHP positions and 73 closed out — a net gain of 5 holders — while 218 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Citadel Advisors, cutting an estimated $80.3M.

  • 659 institutional investors held BHP (BHP) as of Q3 2023, down from 662 in Q2 2023.
  • Funds reported $5.17B of BHP stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q3 2023 and 73 closed out, a net change of +5 holders.
  • The largest BHP buyer in Q3 2023 was Wellington Management Group, an estimated $54M added.
  • The largest BHP seller in Q3 2023 was Citadel Advisors, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2023.