We are live on ! Find out more

685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
126
Naviter Wealth
Arkansas
$3.3M +$497K +8,296 +17%
NPA
127
Nichols & Pratt Advisers
Massachusetts
$3.23M -$3.29K -55 -0.1%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$3.2M +$1.01M +16,834 +44%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$3.15M +$2.61M +43,682 +402%
SC
130
SouthState Corp
Florida
$3.06M +$124K +2,079 +4%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$3.03M -$615K -10,275 -16%
RWM
132
Ritholtz Wealth Management
New York
$2.96M +$850K +14,197 +38%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$2.94M -$36.6K -612 -1%
ISL
134
Ingalls & Snyder LLC
New York
$2.92M -$34.2K -571 -1%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$2.9M -$21.1K -352 -0.7%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$2.88M +$58.9K +984 +2%
KAS
137
Kestra Advisory Services
Texas
$2.85M +$227K +3,796 +8%
BL
138
Balentine LLC
Georgia
$2.85M -$390K -6,517 -12%
WA
139
Wambolt & Associates
Colorado
$2.84M +$460K +7,689 +19%
BPA
140
Beacon Pointe Advisors
California
$2.83M -$33.6K -562 -1%
ABC
141
Associated Banc-Corp
Wisconsin
$2.81M +$11.4K +190 +0.4%
HWAM
142
Hennion & Walsh Asset Management
New Jersey
$2.76M +$15.9K +266 +0.6%
CIA
143
Cohen Investment Advisors
New Hampshire
$2.74M +$74.5K +1,245 +3%
SIA
144
Sit Investment Associates
Minnesota
$2.71M -$360K -6,010 -11%
BCCM
145
Bridge Creek Capital Management
Massachusetts
$2.68M +$5.99K +100 +0.2%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$2.62M +$2.58M +43,162 New
MIM
147
Marco Investment Management
Georgia
$2.61M -$18K -300 -0.7%
IIA
148
IPG Investment Advisors
California
$2.61M +$2.7M +45,185 New
SIS
149
Susquehanna International Securities
Ireland
$2.57M +$79.3K +1,325 +3%
GS
150
GTS Securities
New York
$2.56M -$785K -13,117 -23%

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.