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308 hedge funds and large institutions have $2.55B invested in BHP in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more capital invested

Capital invested by funds: $1.32B → $2.55B (+$1.23B)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 291308 (+17)

0.9% more ownership

Funds ownership: 1.78%2.68% (+0.9%)

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 103

38% less call options, than puts

Call options by funds: $125M | Put options by funds: $201M

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
8.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
50
Increased
87
Reduced
103
Closed
31
Calls
$125M
Puts
$201M
Net Calls
-$76.3M
Net Calls Change
+$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$254K -$1.36M -54,547 -85%
USGIU
202
U.S. Global Investors (USGI)
Texas
$254K -$642K -25,783 -72%
CTC
203
Central Trust Company
Missouri
$250K -$37.7K -1,513 -13%
BWAM
204
Boyd Watterson Asset Management
Ohio
$235K -$3.12K -125 -1%
SC
205
Saturna Capital
Washington
$228K
TU
206
TDAM USA
Ontario, Canada
$223K -$49.3K -1,978 -18%
BHWM
207
Bar Harbor Wealth Management
New Hampshire
$222K -$21.5K -863 -9%
DAS
208
Dynamic Advisor Solutions
Arizona
$222K +$217K +8,721 New
JVBC
209
J.V. Bruni & Co
Colorado
$219K -$23.5K -942 -10%
DADC
210
D.A. Davidson & Co
Montana
$217K -$327K -13,112 -60%
LH
211
Lebenthal Holdings
New York
$212K +$234K +9,372 New
WCF
212
West Coast Financial
California
$209K +$205K +8,217 New
NCGI
213
Next Century Growth Investors
Minnesota
$197K +$194K +7,771 New
IIC
214
Integrated Investment Consultants
Michigan
$183K +$112K +4,484 +167%
CPIG
215
Chicago Partners Investment Group
Illinois
$182K -$6.6K -265 -4%
ASN
216
Advisory Services Network
Georgia
$180K +$74.9K +3,004 +74%
CF
217
CenterStar Fund
Illinois
$178K
FANJ
218
Financial Architects (New Jersey)
New Jersey
$167K +$142K +5,717 +680%
MFS
219
MSI Financial Services
Massachusetts
$162K +$22K +884 +16%
SF
220
Synovus Financial
Georgia
$161K
TCCM
221
Timber Creek Capital Management
Massachusetts
$153K
CFA
222
Carroll Financial Associates
North Carolina
$143K +$2.79K +112 +2%
SFFS
223
Stonehage Fleming Financial Services
Jersey
$143K +$82.1K +3,296 +143%
MCM
224
Manchester Capital Management
Vermont
$140K +$1.69K +68 +1%
S
225
SignatureFD
Georgia
$127K +$41.5K +1,665 +50%

BHP Hedge Fund Activity: Q2 2016 in Review

308 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q2 2016, worth a combined $2.55B — up 94% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BHP positions and 31 closed out — a net gain of 19 holders — while 87 added to existing stakes and 103 trimmed.

The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $712M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 308 institutional investors held BHP (BHP) as of Q2 2016, up from 291 in Q1 2016.
  • Funds reported $2.55B of BHP stock for Q2 2016, up 94% quarter-over-quarter.
  • 50 funds opened new BHP positions in Q2 2016 and 31 closed out, a net change of +19 holders.
  • The largest BHP buyer in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $712M added.
  • The largest BHP seller in Q2 2016 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2016.