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455 hedge funds and large institutions have $4.42B invested in BHP in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 137 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more capital invested

Capital invested by funds: $4.18B → $4.42B (+$241M)

3% more funds holding

Funds holding: 440455 (+15)

0.04% more ownership

Funds ownership: 2.34%2.38% (+0.04%)

27% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 187

58% less call options, than puts

Call options by funds: $144M | Put options by funds: $344M

Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
13.21%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
62
Increased
137
Reduced
187
Closed
41
Calls
$144M
Puts
$344M
Net Calls
-$199M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WHV Investments
California
$396M -$56.5M -977,036 -12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$327M -$4.95M -85,532 -1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$216M -$2.06M -35,641 -0.9%
Wells Fargo
4
Wells Fargo
California
$207M -$11.7M -202,165 -5%
Goldman Sachs
5
Goldman Sachs
New York
$183M -$5.89M -101,780 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$155M +$155M +2,682,210 New
PHAM
7
Pacific Heights Asset Management
California
$136M +$34.2M +591,327 +33%
Bank of America
8
Bank of America
North Carolina
$110M -$1.5M -25,900 -1%
SI
9
Scout Investments
Missouri
$107M +$3.62M +62,504 +3%
BIM
10
BlackRock Investment Management
Delaware
$104M -$9.31M -160,987 -8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$101M +$18.2M +315,244 +22%
MAA
12
Managed Account Advisors
New Jersey
$91.4M +$4.62M +79,773 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$87M +$29.5M +509,149 +51%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$84.7M +$3.7M +63,953 +5%
Morgan Stanley
15
Morgan Stanley
New York
$78M +$9.34M +161,499 +14%
Northern Trust
16
Northern Trust
Illinois
$77M -$52.2M -901,359 -40%
U
17
UBS
Switzerland
$76.4M -$1.68M -28,957 -2%
EVM
18
Eaton Vance Management
Massachusetts
$71.1M -$12.4M -214,087 -15%
ClearBridge Investments
19
ClearBridge Investments
New York
$64.2M -$8.09M -139,905 -11%
Lazard Asset Management
20
Lazard Asset Management
New York
$62.3M +$682K +11,790 +1%
Jennison Associates
21
Jennison Associates
New York
$57.9M -$27.8M -481,032 -32%
UOC
22
UBS O'Connor
Illinois
$55.9M +$15.2M +262,815 +37%
BA
23
BlackRock Advisors
Delaware
$54.4M +$2.61M +45,059 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$52M +$246K +4,252 +0.5%
SCCM
25
Schafer Cullen Capital Management
New York
$47.9M +$16.7M +288,418 +53%

BHP Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2013, worth a combined $4.42B — up 5.8% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BHP positions and 41 closed out — a net gain of 21 holders — while 137 added to existing stakes and 187 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $155M. The largest seller was WHV Investments, cutting an estimated $56.5M.

  • 455 institutional investors held BHP (BHP) as of Q4 2013, up from 440 in Q3 2013.
  • Funds reported $4.42B of BHP stock for Q4 2013, up 5.8% quarter-over-quarter.
  • 62 funds opened new BHP positions in Q4 2013 and 41 closed out, a net change of +21 holders.
  • The largest BHP buyer in Q4 2013 was EARNEST Partners, an estimated $155M added.
  • The largest BHP seller in Q4 2013 was WHV Investments, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2013.