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316 hedge funds and large institutions have $1.63B invested in BHP in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

3% more funds holding

Funds holding: 308316 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.01% less ownership

Funds ownership: 2.68%1.67% (-1%)

23% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 118

36% less capital invested

Capital invested by funds: $2.55B → $1.63B (-$922M)

43% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $146M

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
48
Increased
91
Reduced
118
Closed
36
Calls
$82.9M
Puts
$146M
Net Calls
-$63.3M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$123M +$20.4M +743,141 +23%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$119M +$8.33M +303,559 +9%
Lazard Asset Management
3
Lazard Asset Management
New York
$104M +$8M +291,442 +9%
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$73.5M +$4.89M +178,239 +8%
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$67.4M +$586K +21,362 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$62.2M -$2.35M -85,617 -4%
Goldman Sachs
7
Goldman Sachs
New York
$54.6M -$5.29M -192,838 -10%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$48.5M -$5.51M -200,564 -11%
CGM
9
Capital Growth Management
Massachusetts
$41.6M +$36.9M +1,345,200 New
Northern Trust
10
Northern Trust
Illinois
$39.7M -$1.15M -41,856 -3%
PHAM
11
Pacific Heights Asset Management
California
$34.6M
Deutsche Bank
12
Deutsche Bank
Germany
$33.4M -$11.4M -415,114 -28%
Wells Fargo
13
Wells Fargo
California
$30.5M -$1.78M -64,981 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$29.8M -$2.71M -98,855 -9%
PPA
15
Parametric Portfolio Associates
Washington
$24.4M +$1.99M +72,434 +10%
SI
16
Scout Investments
Missouri
$22.6M -$5.01M -182,651 -20%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$22.3M -$793M -28,880,262 -98%
AG
18
Aperio Group
California
$22.3M -$39.5K -1,438 -0.2%
UBS Group
19
UBS Group
Switzerland
$20.8M -$5.68M -207,054 -23%
Morgan Stanley
20
Morgan Stanley
New York
$20.6M +$3.64M +132,473 +25%
Invesco
21
Invesco
Georgia
$19.9M +$478K +17,413 +3%
CC
22
CQS Cayman
Cayman Islands
$17.9M +$12.9M +469,762 +445%
Norges Bank
23
Norges Bank
Norway
$17.3M
LP
24
LMR Partners
United Kingdom
$16.7M +$14.8M +539,357 New
BA
25
Bridgewater Associates
Connecticut
$16.2M -$2.56M -93,379 -15%

BHP Hedge Fund Activity: Q3 2016 in Review

316 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2016, worth a combined $1.63B — down 36% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BHP positions and 36 closed out — a net gain of 12 holders — while 91 added to existing stakes and 118 trimmed.

The largest buyer was Capital Growth Management, opening a new position worth an estimated $36.9M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $793M.

  • 316 institutional investors held BHP (BHP) as of Q3 2016, up from 308 in Q2 2016.
  • Funds reported $1.63B of BHP stock for Q3 2016, down 36% quarter-over-quarter.
  • 48 funds opened new BHP positions in Q3 2016 and 36 closed out, a net change of +12 holders.
  • The largest BHP buyer in Q3 2016 was Capital Growth Management, an estimated $36.9M added.
  • The largest BHP seller in Q3 2016 was Jarislowsky, Fraser Ltd, an estimated $793M sold.

Based on aggregated 13F filings for Q3 2016.