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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
SWA
201
Stratos Wealth Advisors
Ohio
$1.41M +$1.47M +24,521 New
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$1.41M +$1.46M +24,384 +116,114%
OC
203
Oppenheimer & Co
New York
$1.38M +$110K +1,834 +8%
SSA
204
South Street Advisors
New York
$1.37M -$12.6M -211,201 -90%
SPIA
205
Steward Partners Investment Advisory
New York
$1.35M -$34.8K -581 -2%
DBRC
206
D.B. Root & Company
Pennsylvania
$1.33M -$30.9K -516 -2%
UB
207
UMB Bank
Missouri
$1.32M -$976K -16,305 -42%
SI
208
Sprott Inc
Ontario, Canada
$1.29M -$58.5K -978 -4%
RCIM
209
Red Cedar Investment Management
Michigan
$1.28M +$1.33M +22,258 New
WI
210
Wintrust Investments
Illinois
$1.26M -$53.9K -900 -4%
SCM
211
Segantii Capital Management
Hong Kong
$1.25M -$977K -16,330 -43%
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$1.24M -$63.1K -1,055 -5%
BCI
213
Brinker Capital Investments
Pennsylvania
$1.23M -$73.6K -1,229 -5%
OPS
214
Orion Portfolio Solutions
Nebraska
$1.23M -$73.6K -1,229 -5%
GT
215
Greenleaf Trust
Michigan
$1.22M +$3.71K +62 +0.3%
AW
216
Alaethes Wealth
Nevada
$1.21M +$34.6K +578 +3%
Walleye Trading
217
Walleye Trading
New York
$1.2M +$1.25M +20,822 New
1832 Asset Management
218
1832 Asset Management
Ontario, Canada
$1.19M +$259K +4,321 +27%
QCG
219
Quadrant Capital Group
Ohio
$1.17M +$20.9K +350 +2%
CCA
220
Checchi Capital Advisers
California
$1.17M -$18.4K -307 -1%
NB
221
Northwest Bancshares
Pennsylvania
$1.16M -$134K -2,239 -10%
RhumbLine Advisers
222
RhumbLine Advisers
Massachusetts
$1.16M +$70K +1,170 +6%
PAS
223
Park Avenue Securities
New York
$1.16M -$7.6K -127 -0.6%
MIM
224
Montgomery Investment Management
Maryland
$1.14M -$493K -8,231 -29%
CG
225
Castellan Group
Kentucky
$1.14M

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.