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395 hedge funds and large institutions have $2.32B invested in BHP in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 47

0.15% less ownership

Funds ownership: 2.14%1.99% (-0.15%)

1% less funds holding

Funds holding: 401395 (-6)

14% less capital invested

Capital invested by funds: $2.68B → $2.32B (-$370M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less call options, than puts

Call options by funds: $80.9M | Put options by funds: $108M

66% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 259

Holders
395
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
10.64%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
49
Increased
87
Reduced
259
Closed
47
Calls
$80.9M
Puts
$108M
Net Calls
-$26.9M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WHV Investments
California
$181M -$26.4M -653,357 -12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$100M +$15.7M +387,678 +16%
Bank of America
3
Bank of America
North Carolina
$96.9M +$26.7M +660,837 +33%
EARNEST Partners
4
EARNEST Partners
Georgia
$89.5M -$3.5M -86,571 -3%
Wells Fargo
5
Wells Fargo
California
$88.2M -$5.56M -137,682 -5%
MAA
6
Managed Account Advisors
New Jersey
$66.3M +$5.36M +132,744 +8%
PHAM
7
Pacific Heights Asset Management
California
$61.1M -$3.73M -92,483 -5%
SI
8
Scout Investments
Missouri
$56.8M -$5.98M -148,032 -9%
Jennison Associates
9
Jennison Associates
New York
$55.5M -$3.03M -74,930 -5%
Northern Trust
10
Northern Trust
Illinois
$53.5M -$3.66M -90,540 -6%
EAM
11
Edge Asset Management
Washington
$51.5M -$1.5M -37,181 -3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$49.7M +$12.5M +310,285 +29%
Goldman Sachs
13
Goldman Sachs
New York
$48.3M -$10.9M -270,112 -17%
Lazard Asset Management
14
Lazard Asset Management
New York
$45.8M -$668K -16,557 -1%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$43.8M -$4.46M -110,388 -8%
Capital World Investors
16
Capital World Investors
California
$40.7M -$2.46M -61,049 -5%
BA
17
BlackRock Advisors
Delaware
$37.8M +$17.7M +439,451 +73%
BIM
18
BlackRock Investment Management
Delaware
$37.4M -$3.56M -88,145 -8%
SCCM
19
Schafer Cullen Capital Management
New York
$34.6M -$2.33M -57,794 -6%
Morgan Stanley
20
Morgan Stanley
New York
$32.5M -$21.3M -527,339 -37%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$32.4M +$34.1M +845,509 +1,799%
CIBC Asset Management
22
CIBC Asset Management
Ontario, Canada
$32.1M -$2.22M -54,998 -6%
JP Morgan Chase
23
JP Morgan Chase
New York
$31.9M -$1.1M -27,298 -3%
Invesco
24
Invesco
Georgia
$30.9M +$8.23M +203,780 +31%
UBS Group
25
UBS Group
Switzerland
$29.1M -$1.5M -37,273 -4%

BHP Hedge Fund Activity: Q2 2015 in Review

395 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q2 2015, worth a combined $2.32B — down 14% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BHP positions and 47 closed out — a net gain of 2 holders — while 87 added to existing stakes and 259 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $34.1M. The largest seller was Fisher Asset Management, cutting an estimated $107M.

  • 395 institutional investors held BHP (BHP) as of Q2 2015, down from 401 in Q1 2015.
  • Funds reported $2.32B of BHP stock for Q2 2015, down 14% quarter-over-quarter.
  • 49 funds opened new BHP positions in Q2 2015 and 47 closed out, a net change of +2 holders.
  • The largest BHP buyer in Q2 2015 was Neuberger Berman Group, an estimated $34.1M added.
  • The largest BHP seller in Q2 2015 was Fisher Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2015.