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659 hedge funds and large institutions have $5.17B invested in BHP in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $349M | Put options by funds: $270M

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

0.04% more ownership

Funds ownership: 1.75%1.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 662659 (-3)

0% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 219

3% less capital invested

Capital invested by funds: $5.3B → $5.17B (-$133M)

Holders
659
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.46%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
78
Increased
218
Reduced
219
Closed
73
Calls
$349M
Puts
$270M
Net Calls
+$78.7M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
151
Davenport & Co
Virginia
$2.5M -$23.6K -404 -0.9%
PAG
152
Private Advisory Group
Washington
$2.45M -$18.2K -311 -0.7%
FSA
153
Financial Sense Advisors
California
$2.44M -$610K -10,431 -20%
NA
154
NewEdge Advisors
Louisiana
$2.44M +$108K +1,843 +4%
Twin Tree Management
155
Twin Tree Management
Texas
$2.39M +$2.45M +41,933 New
BL
156
Balentine LLC
Georgia
$2.38M +$412K +7,046 +20%
YCM
157
Yousif Capital Management
Michigan
$2.37M -$59K -1,010 -2%
PAM
158
Panagora Asset Management
Massachusetts
$2.35M +$188K +3,210 +8%
PI
159
Putnam Investments
Massachusetts
$2.34M +$188K +3,210 +8%
DADC
160
D.A. Davidson & Co
Montana
$2.33M +$59.5K +1,018 +3%
UB
161
UMB Bank
Missouri
$2.3M -$359K -6,147 -13%
MC
162
Moors & Cabot
Massachusetts
$2.28M +$151K +2,590 +7%
KeyBank National Association
163
KeyBank National Association
Ohio
$2.28M -$40K -685 -2%
CIC
164
Canal Insurance Company
South Carolina
$2.27M
NA
165
Navellier & Associates
Nevada
$2.26M -$205K -3,506 -8%
FI
166
Fractal Investments
Connecticut
$2.24M
MML Investors Services
167
MML Investors Services
Massachusetts
$2.21M -$183K -3,138 -7%
NW
168
Naviter Wealth
Arkansas
$2.2M +$417K +7,142 +23%
API
169
Advisor Partners II
California
$2.17M +$352K +6,017 +19%
VPIM
170
Vanguard Personalized Indexing Management
California
$2.16M -$129K -2,203 -5%
SC
171
Syon Capital
California
$2.15M +$2.21M +37,745 New
SC
172
SouthState Corp
Florida
$2.14M +$6.25K +107 +0.3%
Marshall Wace
173
Marshall Wace
United Kingdom
$2.07M +$2.13M +36,400 New
NW
174
NewEdge Wealth
Pennsylvania
$2.04M +$76.5K +1,309 +4%
WA
175
Wambolt & Associates
Colorado
$2.04M +$265K +4,529 +14%

BHP Hedge Fund Activity: Q3 2023 in Review

659 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2023, worth a combined $5.17B — down 2.5% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BHP positions and 73 closed out — a net gain of 5 holders — while 218 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Citadel Advisors, cutting an estimated $80.3M.

  • 659 institutional investors held BHP (BHP) as of Q3 2023, down from 662 in Q2 2023.
  • Funds reported $5.17B of BHP stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q3 2023 and 73 closed out, a net change of +5 holders.
  • The largest BHP buyer in Q3 2023 was Wellington Management Group, an estimated $54M added.
  • The largest BHP seller in Q3 2023 was Citadel Advisors, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2023.