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406 hedge funds and large institutions have $2.79B invested in BHP in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 187 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0.35% less ownership

Funds ownership: 2.52%2.17% (-0.35%)

9% less funds holding

Funds holding: 448406 (-42)

31% less capital invested

Capital invested by funds: $4.04B → $2.79B (-$1.25B)

38% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 88

42% less call options, than puts

Call options by funds: $144M | Put options by funds: $250M

44% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 187

Holders
406
Holders Change
-42
Holders Change %
-9.38%
% of All Funds
10.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
55
Increased
105
Reduced
187
Closed
88
Calls
$144M
Puts
$250M
Net Calls
-$106M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WHV Investments
California
$225M -$22.3M -484,336 -8%
Goldman Sachs
2
Goldman Sachs
New York
$111M -$9.96M -215,898 -7%
EARNEST Partners
3
EARNEST Partners
Georgia
$106M +$2.19M +47,572 +2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$104M -$60.3M -1,306,164 -33%
Wells Fargo
5
Wells Fargo
California
$96.8M -$62.4M -1,353,003 -36%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$95.8M -$99.3M -2,153,260 -47%
Bank of America
7
Bank of America
North Carolina
$80.4M -$29.9M -647,843 -24%
PHAM
8
Pacific Heights Asset Management
California
$78.1M -$19.1M -413,929 -17%
Macquarie Group
9
Macquarie Group
Australia
$74M +$78.9M +1,709,607 +1,223%
SI
10
Scout Investments
Missouri
$72.8M +$12.9M +280,406 +18%
SCM
11
Segantii Capital Management
Hong Kong
$62.9M +$71.2M +1,543,831 New
Northern Trust
12
Northern Trust
Illinois
$62.7M -$484K -10,496 -0.7%
Jennison Associates
13
Jennison Associates
New York
$56.7M -$1.48M -32,144 -2%
EAM
14
Edge Asset Management
Washington
$56.3M +$13.2M +286,499 +26%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$55.7M +$1.65M +35,668 +3%
Morgan Stanley
16
Morgan Stanley
New York
$53.7M -$22.1M -478,131 -26%
MAA
17
Managed Account Advisors
New Jersey
$51.8M -$18.4M -399,595 -24%
Capital World Investors
18
Capital World Investors
California
$47.3M
Lazard Asset Management
19
Lazard Asset Management
New York
$44.5M -$2.46M -53,289 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$42.2M +$7.84M +169,984 +19%
Two Sigma Investments
21
Two Sigma Investments
New York
$39.6M +$33.6M +729,018 +280%
ClearBridge Investments
22
ClearBridge Investments
New York
$39.5M -$2.59M -56,224 -5%
BIM
23
BlackRock Investment Management
Delaware
$36.7M -$9.64M -209,081 -19%
JP Morgan Chase
24
JP Morgan Chase
New York
$35.5M -$13M -282,052 -24%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$34.9M -$7.87M -170,588 -16%

BHP Hedge Fund Activity: Q4 2014 in Review

406 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2014, worth a combined $2.79B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of BHP and 55 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 105 added.

The largest buyer was Macquarie Group, adding an estimated $78.9M. The largest seller was Marketfield Asset Management, exiting entirely with an estimated $105M sold.

  • 406 institutional investors held BHP (BHP) as of Q4 2014, down from 448 in Q3 2014.
  • Funds reported $2.79B of BHP stock for Q4 2014, down 31% quarter-over-quarter.
  • 55 funds opened new BHP positions in Q4 2014 and 88 closed out, a net change of -33 holders.
  • The largest BHP buyer in Q4 2014 was Macquarie Group, an estimated $78.9M added.
  • The largest BHP seller in Q4 2014 was Marketfield Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2014.