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302 hedge funds and large institutions have $1.28B invested in BHP in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 126 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.07% less ownership

Funds ownership: 1.8%1.74% (-0.07%)

14% less funds holding

Funds holding: 353302 (-51)

21% less capital invested

Capital invested by funds: $1.62B → $1.28B (-$337M)

37% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 126

56% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 86

63% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $165M

Holders
302
Holders Change
-51
Holders Change %
-14.45%
% of All Funds
7.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
79
Reduced
126
Closed
86
Calls
$61.6M
Puts
$165M
Net Calls
-$103M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$91.9M -$2.35M -88,089 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$82.3M +$4.74M +177,245 +5%
SCM
3
Segantii Capital Management
Hong Kong
$73.2M +$71.9M +2,689,823 +600%
EARNEST Partners
4
EARNEST Partners
Georgia
$53.7M -$3.76M -140,851 -6%
Lazard Asset Management
5
Lazard Asset Management
New York
$49.6M +$23.6M +882,441 +69%
Goldman Sachs
6
Goldman Sachs
New York
$47.8M +$21.3M +796,773 +62%
Wells Fargo
7
Wells Fargo
California
$45.4M -$11M -410,254 -17%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$40.1M +$24.4M +914,075 +110%
WI
9
WHV Investments
California
$29.4M -$9.4M -351,617 -22%
Northern Trust
10
Northern Trust
Illinois
$27.3M -$7.3M -273,281 -19%
Invesco
11
Invesco
Georgia
$26.1M +$7.71M +288,534 +34%
PHAM
12
Pacific Heights Asset Management
California
$25.8M -$15M -560,500 -33%
SI
13
Scout Investments
Missouri
$25.7M -$2.55M -95,506 -8%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$25.6M -$2.78M -104,142 -9%
JP Morgan Chase
15
JP Morgan Chase
New York
$24.4M +$2.22M +82,991 +8%
BA
16
BlackRock Advisors
Delaware
$24M -$7.8M -291,792 -22%
UBS Group
17
UBS Group
Switzerland
$24M +$7.1M +265,797 +34%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$19.9M -$565K -21,131 -2%
Morgan Stanley
19
Morgan Stanley
New York
$19.9M -$4.07M -152,470 -15%
UOC
20
UBS O'Connor
Illinois
$18.9M -$4.46M -166,870 -17%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$18.8M +$3.36M +125,560 +18%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$17.2M +$2.19M +82,000 +12%
BIM
23
BlackRock Investment Management
Delaware
$16.6M -$7.07M -264,662 -27%
SCCM
24
Schafer Cullen Capital Management
New York
$16.5M -$6.63M -248,053 -26%
Deutsche Bank
25
Deutsche Bank
Germany
$15.6M +$10.9M +406,497 +149%

BHP Hedge Fund Activity: Q4 2015 in Review

302 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2015, worth a combined $1.28B — down 21% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 38 opened new positions — a net loss of 48 holders — while 126 trimmed existing stakes and 79 added.

The largest buyer was Segantii Capital Management, adding an estimated $71.9M. The largest seller was Jennison Associates, cutting an estimated $21.3M.

  • 302 institutional investors held BHP (BHP) as of Q4 2015, down from 353 in Q3 2015.
  • Funds reported $1.28B of BHP stock for Q4 2015, down 21% quarter-over-quarter.
  • 38 funds opened new BHP positions in Q4 2015 and 86 closed out, a net change of -48 holders.
  • The largest BHP buyer in Q4 2015 was Segantii Capital Management, an estimated $71.9M added.
  • The largest BHP seller in Q4 2015 was Jennison Associates, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2015.