We are live on ! Find out more

391 hedge funds and large institutions have $3.06B invested in BHP in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 102 increasing their positions, 126 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

46% more call options, than puts

Call options by funds: $242M | Put options by funds: $165M

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

2% more funds holding

Funds holding: 382391 (+9)

0.39% more ownership

Funds ownership: 2.02%2.42% (+0.39%)

19% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 126

28% less capital invested

Capital invested by funds: $4.27B → $3.06B (-$1.21B)

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
8.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
72
Increased
102
Reduced
126
Closed
60
Calls
$242M
Puts
$165M
Net Calls
+$76.8M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$313M +$161K +3,831 +0.1%
Bank of America
2
Bank of America
North Carolina
$246M +$1.22M +29,146 +0.5%
Goldman Sachs
3
Goldman Sachs
New York
$183M -$47M -1,122,471 -21%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$175M +$26M +619,489 +18%
Lazard Asset Management
5
Lazard Asset Management
New York
$158M -$64.1K -1,530 -0%
Morgan Stanley
6
Morgan Stanley
New York
$146M +$92.3M +2,202,922 +186%
Millennium Management
7
Millennium Management
New York
$88.8M +$69.3M +1,654,507 +406%
PPA
8
Parametric Portfolio Associates
Washington
$84.9M +$12.3M +293,379 +17%
LP
9
LMR Partners
United Kingdom
$81.6M +$67.1M +1,601,473 +545%
Northern Trust
10
Northern Trust
Illinois
$80.4M -$3.07M -73,322 -4%
EARNEST Partners
11
EARNEST Partners
Georgia
$79.7M -$741K -17,676 -0.9%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$63.2M +$47.8M +1,140,259 +349%
MS
13
Maven Securities
Jersey
$61.6M +$60.3M +1,440,071 New
VOYA Investment Management
14
VOYA Investment Management
Georgia
$56.3M -$5.99M -142,839 -10%
Jennison Associates
15
Jennison Associates
New York
$53.7M -$18M -429,978 -26%
AG
16
Aperio Group
California
$52.5M +$3.54M +84,474 +7%
TAM
17
Tocqueville Asset Management
New York
$46.9M -$8.35M -199,191 -15%
UBS Group
18
UBS Group
Switzerland
$42.8M -$6.23M -148,792 -13%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$42.4M -$38.5K -919 -0.1%
Citigroup
20
Citigroup
New York
$40M +$25.4M +605,358 +188%
Wells Fargo
21
Wells Fargo
California
$39M -$1.22M -29,152 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$37.7M +$36.7M +875,957 New
Two Sigma Advisers
23
Two Sigma Advisers
New York
$37.7M +$11.4M +272,739 +45%
Norges Bank
24
Norges Bank
Norway
$31.8M
CC
25
CQS Cayman
Cayman Islands
$31.5M +$8.13M +194,079 +36%

BHP Hedge Fund Activity: Q4 2018 in Review

391 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2018, worth a combined $3.06B — down 28% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHP positions and 60 closed out — a net gain of 12 holders — while 102 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.3M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $1.41B sold.

  • 391 institutional investors held BHP (BHP) as of Q4 2018, up from 382 in Q3 2018.
  • Funds reported $3.06B of BHP stock for Q4 2018, down 28% quarter-over-quarter.
  • 72 funds opened new BHP positions in Q4 2018 and 60 closed out, a net change of +12 holders.
  • The largest BHP buyer in Q4 2018 was Morgan Stanley, an estimated $92.3M added.
  • The largest BHP seller in Q4 2018 was SPX Gestao de Recursos, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2018.