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391 hedge funds and large institutions have $3.06B invested in BHP in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

46% more call options, than puts

Call options by funds: $242M | Put options by funds: $165M

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

2% more funds holding

Funds holding: 382391 (+9)

0.39% more ownership

Funds ownership: 2.02%2.42% (+0.39%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

28% less capital invested

Capital invested by funds: $4.27B → $3.06B (-$1.21B)

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
72
Increased
102
Reduced
126
Closed
60
Calls
$242M
Puts
$165M
Net Calls
+$76.8M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
Narwhal Capital Management
Georgia
$1.4M
Creative Planning
127
Creative Planning
Kansas
$1.33M +$424K +10,130 +49%
FCH
128
Freestone Capital Holdings
Washington
$1.29M +$181K +4,319 +17%
SCM
129
Segantii Capital Management
Hong Kong
$1.24M -$1.19M -28,416 -50%
ASN
130
Advisory Services Network
Georgia
$1.21M -$120K -2,860 -9%
CNBT
131
Canandaigua National Bank & Trust
New York
$1.19M -$5.49K -131 -0.5%
GT
132
Greenleaf Trust
Michigan
$1.18M -$450K -10,739 -28%
OFG
133
OmniStar Financial Group
North Carolina
$1.18M +$1.14M +27,282 New
SC
134
Scotia Capital
Ontario, Canada
$1.12M +$7.54K +180 +0.7%
UCFA
135
United Capital Financial Advisors
Texas
$1.1M +$141K +3,364 +15%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$1.09M -$94.5M -2,254,711 -99%
ANI
137
American National Insurance
Texas
$1.08M
WAM
138
World Asset Management
Michigan
$1.08M -$868K -20,710 -45%
QT
139
Quantbot Technologies
New York
$1.08M +$1.05M +25,027 New
WPW
140
Winthrop Partners - WNY
New York
$1.07M
Geode Capital Management
141
Geode Capital Management
Massachusetts
$1.06M +$213K +5,075 +26%
QCG
142
Quadrant Capital Group
Ohio
$1.03M +$541K +12,920 +115%
DBRC
143
D.B. Root & Company
Pennsylvania
$1.01M -$3.23K -77 -0.3%
MNBTD
144
Moody National Bank Trust Division
Texas
$1M +$25.8K +615 +3%
FBC
145
Fairfield, Bush & Co
Connecticut
$978K
AHC
146
Anderson Hoagland & Co
Missouri
$941K
BTS
147
BB&T Securities
Virginia
$912K -$17.6K -421 -2%
VCA
148
Verdence Capital Advisors
Maryland
$901K +$19.6K +468 +2%
KeyBank National Association
149
KeyBank National Association
Ohio
$894K -$115K -2,748 -12%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$894K +$869K +20,751 New

BHP Hedge Fund Activity: Q4 2018 in Review

391 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2018, worth a combined $3.06B — down 28% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHP positions and 60 closed out — a net gain of 12 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.3M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $1.41B sold.

  • 391 institutional investors held BHP (BHP) as of Q4 2018, up from 382 in Q3 2018.
  • Funds reported $3.06B of BHP stock for Q4 2018, down 28% quarter-over-quarter.
  • 72 funds opened new BHP positions in Q4 2018 and 60 closed out, a net change of +12 holders.
  • The largest BHP buyer in Q4 2018 was Morgan Stanley, an estimated $92.3M added.
  • The largest BHP seller in Q4 2018 was SPX Gestao de Recursos, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.