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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
QCM
101
Quantinno Capital Management
New York
$5.82M +$216K +3,580 +4%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$5.78M -$225K -3,728 -4%
SCA
103
Stonebridge Capital Advisors
Minnesota
$5.7M -$166K -2,756 -3%
SEI Investments
104
SEI Investments
Pennsylvania
$5.66M +$1.05M +17,420 +27%
PVM
105
Palogic Value Management
Texas
$5.62M +$35.4K +587 +0.7%
Charles Schwab
106
Charles Schwab
California
$5.54M +$1.69M +27,945 +53%
LSV Asset Management
107
LSV Asset Management
Illinois
$5.4M -$157K -2,600 -3%
WC
108
Winmill & Co
New York
$5.29M
Amundi
109
Amundi
France
$5.24M -$698K -11,565 -12%
JPWM
110
Jamison Private Wealth Management
Georgia
$5.23M +$9.18K +152 +0.2%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$5.15M -$147K -2,442 -3%
EARNEST Partners
112
EARNEST Partners
Georgia
$5.1M +$201K +3,337 +5%
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$4.96M -$17.2M -284,820 -80%
HC
114
Hourglass Capital
Texas
$4.78M +$94.5K +1,565 +2%
AAM
115
Advisors Asset Management
Colorado
$4.72M -$933K -15,465 -18%
CAM
116
Cresset Asset Management
Illinois
$4.65M -$62.7K -1,039 -2%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$4.54M -$317K -5,247 -7%
CM
118
Crestline Management
Texas
$4.54M +$4.01M +66,435 New
SCM
119
Shorepath Capital Management
Utah
$4.35M +$3.85M +63,743 New
PIA
120
Petredis Investment Advisors
Pennsylvania
$4.33M -$114K -1,884 -3%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$4.29M -$58.2K -965 -2%
LWM
122
Lyell Wealth Management
California
$4.08M +$234K +3,882 +7%
MML Investors Services
123
MML Investors Services
Massachusetts
$4.08M +$1.26M +20,901 +54%
GS
124
GTS Securities
New York
$3.93M +$3.47M +57,468 New
VPIM
125
Vanguard Personalized Indexing Management
California
$3.92M +$1.17M +19,420 +51%

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.