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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$8.52M +$43.6K +722 +0.6%
Walleye Capital
77
Walleye Capital
New York
$8.46M +$7.48M +123,846 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$8.36M +$921K +15,265 +14%
OAM
79
Oppenheimer Asset Management
New York
$8.26M +$2.7M +44,744 +59%
MHI
80
Miller Howard Investments
New York
$8.2M
HTI
81
Hikari Tsushin Inc
Japan
$8.13M
SAM
82
Strategy Asset Managers
California
$8.11M -$69.6K -1,153 -1%
MFS
83
Mirabella Financial Services
United Kingdom
$8.09M +$7.15M +118,500 New
Simplex Trading
84
Simplex Trading
Illinois
$7.68M +$3.16M +52,279 +87%
PIMJS
85
PKO Investment Management Joint-Stock
Poland
$7.65M +$6.76M +112,000 New
GCAC
86
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.52M -$767K -12,708 -10%
Cerity Partners
87
Cerity Partners
New York
$7.39M -$18.1K -300 -0.3%
Osaic Holdings
88
Osaic Holdings
Arizona
$7.14M -$2.57M -42,585 -29%
Barclays
89
Barclays
United Kingdom
$7.13M +$16.8K +279 +0.3%
FC
90
Fusion Capital
South Carolina
$6.88M +$16.9K +280 +0.3%
Truist Financial
91
Truist Financial
North Carolina
$6.67M +$184K +3,056 +3%
CA
92
Callahan Advisors
Texas
$6.6M -$992K -16,430 -15%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$6.49M -$33.1K -549 -0.6%
SMI
94
Shelter Mutual Insurance
Missouri
$6.47M
CGH
95
Crossmark Global Holdings
Texas
$6.38M +$162K +2,685 +3%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$6.31M -$37.5K -622 -0.7%
HP
97
Holowesko Partners
Bahamas
$6.28M
CS
98
Credit Suisse
Switzerland
$6.21M +$52.2K +865 +1%
AC
99
Addenda Capital
Quebec, Canada
$6.05M -$5.43K -90 -0.1%
SC
100
Syon Capital
California
$5.88M +$2.92M +48,303 +128%

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.