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391 hedge funds and large institutions have $3.06B invested in BHP in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

46% more call options, than puts

Call options by funds: $242M | Put options by funds: $165M

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

2% more funds holding

Funds holding: 382391 (+9)

0.39% more ownership

Funds ownership: 2.02%2.42% (+0.39%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

28% less capital invested

Capital invested by funds: $4.27B → $3.06B (-$1.21B)

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
72
Increased
102
Reduced
126
Closed
60
Calls
$242M
Puts
$165M
Net Calls
+$76.8M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
201
Portland Global Advisors
Maine
$409K -$37.6K -897 -9%
BAM
202
Belpointe Asset Management
Nevada
$409K -$11.3K -269 -3%
BF
203
BOK Financial
Oklahoma
$404K -$17.9K -426 -4%
PWLP
204
Prio Wealth Limited Partnership
Massachusetts
$398K
1WA
205
180 Wealth Advisors
Washington
$396K
GF
206
Gabelli Funds
New York
$386K
SC
207
Saturna Capital
Washington
$386K
GWM
208
GSB Wealth Management
Connecticut
$379K
WS
209
Wedbush Securities
California
$374K -$206K -4,927 -36%
William Blair & Company
210
William Blair & Company
Illinois
$363K -$488K -11,658 -58%
AW
211
ACG Wealth
Georgia
$358K +$9.85K +235 +3%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$350K -$1.84K -44 -0.5%
DAS
213
Dynamic Advisor Solutions
Arizona
$346K -$2.35K -56 -0.7%
SA
214
Sicart Associates
New York
$338K
SFFS
215
Stonehage Fleming Financial Services
Jersey
$338K
ONB
216
Old National Bancorp
Indiana
$337K -$13.8K -329 -4%
CM
217
CoreCommodity Management
Connecticut
$336K +$187K +4,459 +134%
RJT
218
Raymond James Trust
Florida
$330K -$670 -16 -0.2%
PT
219
Plimoth Trust
Massachusetts
$326K -$23.9K -570 -7%
DWT
220
Dorsey & Whitney Trust
South Dakota
$323K -$10.9K -261 -3%
ECM
221
Evergreen Capital Management
Washington
$315K -$11.4K -273 -4%
CPIG
222
Chicago Partners Investment Group
Illinois
$315K
LC
223
Lourd Capital
California
$313K +$16.5K +393 +6%
JG
224
Jefferies Group
New York
$309K +$300K +7,168 New
FI
225
Financial Insights
Washington
$298K +$274K +6,537 New

BHP Hedge Fund Activity: Q4 2018 in Review

391 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2018, worth a combined $3.06B — down 28% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHP positions and 60 closed out — a net gain of 12 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.3M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $1.41B sold.

  • 391 institutional investors held BHP (BHP) as of Q4 2018, up from 382 in Q3 2018.
  • Funds reported $3.06B of BHP stock for Q4 2018, down 28% quarter-over-quarter.
  • 72 funds opened new BHP positions in Q4 2018 and 60 closed out, a net change of +12 holders.
  • The largest BHP buyer in Q4 2018 was Morgan Stanley, an estimated $92.3M added.
  • The largest BHP seller in Q4 2018 was SPX Gestao de Recursos, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.