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445 hedge funds and large institutions have $4.95B invested in BHP in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.42B → $4.95B (+$531M)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.31% more ownership

Funds ownership: 2.38%2.69% (+0.31%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 455445 (-10)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

74% less call options, than puts

Call options by funds: $168M | Put options by funds: $639M

Holders
445
Holders Change
-10
Holders Change %
-2.2%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
53
Increased
150
Reduced
149
Closed
56
Calls
$168M
Puts
$639M
Net Calls
-$471M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
151
Freestone Capital Holdings
Washington
$2.53M +$1.03M +18,405 +71%
SCG
152
Strategic Capital Group
Washington
$2.44M +$1.13M +20,094 +90%
CA
153
Callahan Advisors
Texas
$2.42M +$148K +2,633 +7%
WT
154
Wilmington Trust
Delaware
$2.35M -$235K -4,186 -9%
WIS
155
Wright Investors Service
Connecticut
$2.34M -$1.79M -31,961 -44%
BG
156
BlackRock Group
United Kingdom
$2.33M -$593K -10,573 -21%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$2.32M +$2.21M +39,353 New
GC
158
Gratry & Company
Ohio
$2.29M +$16.3K +290 +0.7%
EIP
159
Epoch Investment Partners
New York
$2.28M +$2.23M +39,795 New
SBAM
160
Santa Barbara Asset Management
California
$2.24M
SC
161
Saturna Capital
Washington
$2.23M
EI
162
Excelsia Inc
Georgia
$2.23M -$208K -3,719 -9%
JIC
163
Johnson Investment Counsel
Ohio
$2.2M -$957K -17,066 -31%
NFG
164
NewFocus Financial Group
Washington
$2.16M -$486K -8,678 -19%
Brown Advisory
165
Brown Advisory
Maryland
$2.01M -$742K -13,245 -27%
CM
166
Castleark Management
Illinois
$2M
CRC
167
Curi RMB Capital
Illinois
$1.95M -$877K -15,651 -32%
CAM
168
Carret Asset Management
New York
$1.91M +$71.1K +1,269 +4%
CCMIC
169
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.89M +$1.85M +32,978 New
CS
170
Credit Suisse
Switzerland
$1.87M -$9.1M -162,386 -83%
RJT
171
Raymond James Trust
Florida
$1.85M +$346K +6,166 +24%
CTC
172
Central Trust Company
Missouri
$1.79M -$10.1K -180 -0.6%
AIM
173
Acuity Investment Management
Ontario, Canada
$1.78M
MCM
174
Maple Capital Management
Vermont
$1.76M -$750K -13,376 -30%
BBNB
175
Baker Boyer National Bank
Washington
$1.74M +$14.9K +266 +0.9%

BHP Hedge Fund Activity: Q1 2014 in Review

445 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2014, worth a combined $4.95B — up 12% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHP and 53 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 150 added.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 445 institutional investors held BHP (BHP) as of Q1 2014, down from 455 in Q4 2013.
  • Funds reported $4.95B of BHP stock for Q1 2014, up 12% quarter-over-quarter.
  • 53 funds opened new BHP positions in Q1 2014 and 56 closed out, a net change of -3 holders.
  • The largest BHP buyer in Q1 2014 was Marketfield Asset Management, an estimated $277M added.
  • The largest BHP seller in Q1 2014 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2014.