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450 hedge funds and large institutions have $5.07B invested in BHP in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 445450 (+5)

2% more capital invested

Capital invested by funds: $4.95B → $5.07B (+$115M)

0.03% more ownership

Funds ownership: 2.69%2.72% (+0.03%)

22% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 170

66% less call options, than puts

Call options by funds: $183M | Put options by funds: $542M

Holders
450
Holders Change
+5
Holders Change %
+1.12%
% of All Funds
12.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
44
Increased
133
Reduced
170
Closed
37
Calls
$183M
Puts
$542M
Net Calls
-$360M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WHV Investments
California
$355M -$9.91M -168,708 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$284M
MAM
3
Marketfield Asset Management
New York
$283M -$6.11M -104,042 -2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$224M +$2.95M +50,191 +1%
Wells Fargo
5
Wells Fargo
California
$220M +$5.71M +97,125 +3%
Bank of America
6
Bank of America
North Carolina
$170M +$27.5M +468,834 +19%
Goldman Sachs
7
Goldman Sachs
New York
$166M -$111M -1,897,779 -40%
EARNEST Partners
8
EARNEST Partners
Georgia
$158M -$2.48M -42,161 -2%
PHAM
9
Pacific Heights Asset Management
California
$137M
Northern Trust
10
Northern Trust
Illinois
$121M +$30.3M +516,370 +33%
Macquarie Group
11
Macquarie Group
Australia
$105M +$20.1M +341,780 +23%
MAA
12
Managed Account Advisors
New Jersey
$97.4M +$2.65M +45,192 +3%
SI
13
Scout Investments
Missouri
$96.9M -$10.9M -185,645 -10%
Morgan Stanley
14
Morgan Stanley
New York
$96.3M +$13.2M +224,415 +16%
BIM
15
BlackRock Investment Management
Delaware
$87.9M -$1.45M -24,624 -2%
JFL
16
Jarislowsky, Fraser Ltd
Quebec, Canada
$81.7M +$836K +14,238 +1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$76.7M -$2.65M -45,129 -3%
U
18
UBS
Switzerland
$73.6M -$1.95M -33,267 -3%
Citigroup
19
Citigroup
New York
$72.9M +$52.5M +893,486 +244%
Lazard Asset Management
20
Lazard Asset Management
New York
$70.3M -$245K -4,169 -0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$68.6M +$17.3M +294,988 +33%
Capital World Investors
22
Capital World Investors
California
$68.5M
SCCM
23
Schafer Cullen Capital Management
New York
$62.9M +$6.45M +109,783 +11%
Norges Bank
24
Norges Bank
Norway
$62.3M +$31.6M +537,813 +100%
ClearBridge Investments
25
ClearBridge Investments
New York
$61.8M -$4.24M -72,240 -6%

BHP Hedge Fund Activity: Q2 2014 in Review

450 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q2 2014, worth a combined $5.07B — up 2.3% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHP positions and 37 closed out — a net gain of 7 holders — while 133 added to existing stakes and 170 trimmed.

The largest buyer was Citigroup, adding an estimated $52.5M. The largest seller was Goldman Sachs, cutting an estimated $111M.

  • 450 institutional investors held BHP (BHP) as of Q2 2014, up from 445 in Q1 2014.
  • Funds reported $5.07B of BHP stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 44 funds opened new BHP positions in Q2 2014 and 37 closed out, a net change of +7 holders.
  • The largest BHP buyer in Q2 2014 was Citigroup, an estimated $52.5M added.
  • The largest BHP seller in Q2 2014 was Goldman Sachs, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2014.