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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
YIH
151
Y-Intercept (HK)
Hong Kong
$3.08M +$2.72M +45,111 New
YCM
152
Yousif Capital Management
Michigan
$3.05M +$177K +2,940 +7%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$3.04M -$1.84M -30,430 -41%
TCPG
154
Trivant Custom Portfolio Group
California
$2.96M -$43.8K -726 -2%
SIS
155
Susquehanna International Securities
Ireland
$2.95M -$6.05M -100,312 -70%
SNB
156
Security National Bank
Nebraska
$2.87M -$140K -2,315 -5%
KeyBank National Association
157
KeyBank National Association
Ohio
$2.84M +$97.5K +1,615 +4%
S
158
SignatureFD
Georgia
$2.81M +$680K +11,273 +38%
WA
159
Wambolt & Associates
Colorado
$2.8M +$273K +4,528 +12%
DC
160
Davenport & Co
Virginia
$2.78M -$190K -3,151 -7%
DADC
161
D.A. Davidson & Co
Montana
$2.78M -$17.6K -292 -0.7%
LMIM
162
Lockheed Martin Investment Management
Maryland
$2.77M +$2.44M +40,500 New
CIC
163
Canal Insurance Company
South Carolina
$2.73M
MPM
164
Meritage Portfolio Management
Kansas
$2.72M -$9.68M -160,375 -80%
FSA
165
Financial Sense Advisors
California
$2.7M -$208K -3,444 -8%
UB
166
UMB Bank
Missouri
$2.67M -$78.4K -1,299 -3%
NA
167
Navellier & Associates
Nevada
$2.66M -$49.2K -815 -2%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$2.64M +$2.33M +38,592 New
QIM
169
Quantitative Investment Management
Virginia
$2.63M +$2.32M +38,491 New
SCM
170
Segantii Capital Management
Hong Kong
$2.61M -$2.96M -49,102 -56%
MC
171
Moors & Cabot
Massachusetts
$2.61M -$116K -1,927 -5%
NA
172
NewEdge Advisors
Louisiana
$2.56M -$172K -2,847 -7%
RWM
173
Ritholtz Wealth Management
New York
$2.54M +$418K +6,926 +23%
BCM
174
Bayesian Capital Management
New York
$2.5M +$1.17M +19,378 +112%
FTDI
175
First Trust Direct Indexing
Massachusetts
$2.48M +$89.6K +1,485 +4%

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.