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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
VF
176
Virtu Financial
New York
$1.95M +$2.03M +33,855 New
VA
177
Vident Advisory
Georgia
$1.9M -$101K -1,685 -5%
QT
178
Quantbot Technologies
New York
$1.89M +$1M +16,788 +105%
KeyBank National Association
179
KeyBank National Association
Ohio
$1.89M -$530K -8,860 -21%
FTDI
180
First Trust Direct Indexing
Massachusetts
$1.88M -$217K -3,630 -10%
WA
181
Waverly Advisors
Alabama
$1.83M +$1.6M +26,664 +534%
JWM
182
Jeppson Wealth Management
California
$1.82M +$371K +6,201 +24%
RIA
183
Recurrent Investment Advisors
Texas
$1.77M
FM
184
Family Management
New York
$1.74M +$1.81M +30,198 New
FFM
185
Forum Financial Management
Illinois
$1.68M -$1.85K -31 -0.1%
Parallax Volatility Advisers
186
Parallax Volatility Advisers
California
$1.68M +$1.75M +29,180 New
CAN
187
Cetera Advisor Networks
California
$1.68M -$51.6K -863 -3%
RPC
188
Rossmore Private Capital
Connecticut
$1.65M -$10.5K -175 -0.6%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$1.61M -$136K -2,271 -8%
Macquarie Group
190
Macquarie Group
Australia
$1.6M
HCMT
191
Highland Capital Management (Tennessee)
Tennessee
$1.58M
SFA
192
Sequoia Financial Advisors
Ohio
$1.57M -$1.36M -22,777 -45%
Schroder Investment Management Group
193
Schroder Investment Management Group
United Kingdom
$1.54M +$127K +2,122 +9%
FT
194
Fiduciary Trust
Massachusetts
$1.5M -$2.21K -37 -0.1%
SFP
195
Shepherd Financial Partners
Massachusetts
$1.49M +$50.3K +840 +3%
SC
196
Scotia Capital
Ontario, Canada
$1.49M +$721K +12,048 +88%
ORG
197
Optimist Retirement Group
Washington
$1.46M +$1.51M +25,265 New
SC
198
Saturna Capital
Washington
$1.45M -$307K -5,133 -17%
AA
199
Altman Advisors
Illinois
$1.43M +$72.5K +1,212 +5%
P
200
Pitcairn
Pennsylvania
$1.43M -$299K -4,990 -17%

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.