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445 hedge funds and large institutions have $4.95B invested in BHP in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.42B → $4.95B (+$531M)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.31% more ownership

Funds ownership: 2.38%2.69% (+0.31%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 455445 (-10)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

74% less call options, than puts

Call options by funds: $168M | Put options by funds: $639M

Holders
445
Holders Change
-10
Holders Change %
-2.2%
% of All Funds
12.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
53
Increased
150
Reduced
149
Closed
56
Calls
$168M
Puts
$639M
Net Calls
-$471M
Net Calls Change
-$272M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WHV Investments
California
$361M -$31.4M -560,250 -8%
MAM
2
Marketfield Asset Management
New York
$284M +$277M +4,948,983 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$281M -$43.6M -777,570 -14%
Goldman Sachs
4
Goldman Sachs
New York
$273M +$88.9M +1,585,860 +50%
Fisher Asset Management
5
Fisher Asset Management
Washington
$219M +$4.34M +77,376 +2%
Wells Fargo
6
Wells Fargo
California
$213M +$7.02M +125,299 +3%
EARNEST Partners
7
EARNEST Partners
Georgia
$159M +$5.01M +89,406 +3%
Bank of America
8
Bank of America
North Carolina
$141M +$31.1M +554,071 +29%
PHAM
9
Pacific Heights Asset Management
California
$136M
SI
10
Scout Investments
Missouri
$107M +$231K +4,123 +0.2%
MAA
11
Managed Account Advisors
New Jersey
$93.8M +$2.97M +53,019 +3%
Northern Trust
12
Northern Trust
Illinois
$90.5M +$13.7M +243,860 +18%
BIM
13
BlackRock Investment Management
Delaware
$88.5M -$14.1M -252,401 -14%
Macquarie Group
14
Macquarie Group
Australia
$84.8M +$77.3M +1,380,052 +1,374%
Morgan Stanley
15
Morgan Stanley
New York
$82.5M +$4.9M +87,482 +6%
JFL
16
Jarislowsky, Fraser Ltd
Quebec, Canada
$80.1M -$3.93M -70,139 -5%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$78.6M -$20.9M -372,962 -21%
U
18
UBS
Switzerland
$74.8M -$1.17M -20,809 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$72.5M -$13.6M -243,450 -16%
Lazard Asset Management
20
Lazard Asset Management
New York
$69.8M +$7.7M +137,439 +13%
Capital World Investors
21
Capital World Investors
California
$67.8M +$66.3M +1,182,655 New
ClearBridge Investments
22
ClearBridge Investments
New York
$65.3M +$1.45M +25,913 +2%
CC
23
CQS Cayman
Cayman Islands
$60.9M +$59.6M +1,063,105 New
Deutsche Bank
24
Deutsche Bank
Germany
$57.3M +$25M +446,769 +81%
SCCM
25
Schafer Cullen Capital Management
New York
$56M +$8.2M +146,373 +18%

BHP Hedge Fund Activity: Q1 2014 in Review

445 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2014, worth a combined $4.95B — up 12% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHP and 53 opened new positions — a net loss of 3 holders — while 149 trimmed existing stakes and 150 added.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $43.6M.

  • 445 institutional investors held BHP (BHP) as of Q1 2014, down from 455 in Q4 2013.
  • Funds reported $4.95B of BHP stock for Q1 2014, up 12% quarter-over-quarter.
  • 53 funds opened new BHP positions in Q1 2014 and 56 closed out, a net change of -3 holders.
  • The largest BHP buyer in Q1 2014 was Marketfield Asset Management, an estimated $277M added.
  • The largest BHP seller in Q1 2014 was Fidelity Investments, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2014.