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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$3.83M -$114K -1,882 -3%
NPA
127
Nichols & Pratt Advisers
Massachusetts
$3.83M +$10.6K +175 +0.3%
BL
128
Balentine LLC
Georgia
$3.82M +$851K +14,104 +34%
BSW
129
Buckingham Strategic Wealth
Missouri
$3.7M -$1.57M -26,057 -32%
SIA
130
Sit Investment Associates
Minnesota
$3.62M -$8.45K -140 -0.3%
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$3.52M +$247K +4,091 +9%
NW
132
NewEdge Wealth
Pennsylvania
$3.52M +$943K +15,624 +44%
ISL
133
Ingalls & Snyder LLC
New York
$3.49M +$177K +2,930 +6%
SC
134
SouthState Corp
Florida
$3.48M +$805K +13,334 +35%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$3.45M +$401K +6,639 +15%
SFA
136
Sequoia Financial Advisors
Ohio
$3.42M +$1.55M +25,670 +105%
PNAA
137
Pictet North America Advisors
Switzerland
$3.42M
CF
138
Cantor Fitzgerald
New York
$3.4M -$7.78M -128,873 -72%
BPA
139
Beacon Pointe Advisors
California
$3.38M -$203K -3,368 -6%
PAM
140
Panagora Asset Management
Massachusetts
$3.35M +$462K +7,651 +18%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$3.35M +$66.7K +1,105 +2%
NW
142
Naviter Wealth
Arkansas
$3.34M +$614K +10,180 +26%
ELI
143
Empire Life Investments
Ontario, Canada
$3.33M +$73K +1,210 +3%
PI
144
Putnam Investments
Massachusetts
$3.33M +$457K +7,565 +18%
ABC
145
Associated Banc-Corp
Wisconsin
$3.31M +$144K +2,391 +5%
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$3.25M -$98.9K -1,639 -3%
CIA
147
Cohen Investment Advisors
New Hampshire
$3.16M -$7.67K -127 -0.3%
BCCM
148
Bridge Creek Capital Management
Massachusetts
$3.16M +$21K +348 +0.8%
KAS
149
Kestra Advisory Services
Texas
$3.11M -$33K -546 -1%
MIM
150
Marco Investment Management
Georgia
$3.11M -$18.1K -300 -0.7%

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.