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407 hedge funds and large institutions have $3.18B invested in BHP in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $153M | Put options by funds: $131M

4% more funds holding

Funds holding: 391407 (+16)

4% more capital invested

Capital invested by funds: $3.06B → $3.18B (+$116M)

0.2% less ownership

Funds ownership: 2.42%2.21% (-0.2%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

32% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 154

Holders
407
Holders Change
+16
Holders Change %
+4.09%
% of All Funds
8.81%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.19%
New
64
Increased
105
Reduced
154
Closed
45
Calls
$153M
Puts
$131M
Net Calls
+$22.3M
Net Calls Change
-$54.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$377M +$21.7M +475,333 +7%
Bank of America
2
Bank of America
North Carolina
$297M +$17M +373,042 +7%
Goldman Sachs
3
Goldman Sachs
New York
$176M -$29.2M -640,240 -15%
Lazard Asset Management
4
Lazard Asset Management
New York
$139M -$37.8M -828,564 -23%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$127M -$66.6M -1,460,269 -36%
Morgan Stanley
6
Morgan Stanley
New York
$126M -$36.4M -797,733 -24%
PPA
7
Parametric Portfolio Associates
Washington
$98M +$1.77M +38,917 +2%
EARNEST Partners
8
EARNEST Partners
Georgia
$90.8M +$538K +11,801 +0.6%
Northern Trust
9
Northern Trust
Illinois
$90.7M -$358K -7,847 -0.4%
UBS Group
10
UBS Group
Switzerland
$84M +$33.2M +728,450 +73%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$63.3M -$366K -8,026 -0.6%
AG
12
Aperio Group
California
$62.1M +$2.55M +55,851 +5%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$56.5M +$52.8M +1,159,284 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$47.3M -$706K -15,481 -2%
Jennison Associates
15
Jennison Associates
New York
$45.5M -$14.3M -313,464 -25%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$40.5M -$1.98M -43,495 -5%
TAM
17
Tocqueville Asset Management
New York
$39.9M -$12.4M -272,666 -25%
Citigroup
18
Citigroup
New York
$34.7M -$9.89M -217,001 -23%
Wells Fargo
19
Wells Fargo
California
$34.4M -$9.14M -200,566 -22%
WGI
20
Westwood Global Investments
Massachusetts
$32.8M
TCIM
21
TIAA CREF Investment Management
New York
$31.5M
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$31.4M -$37.5M -822,148 -56%
Norges Bank
23
Norges Bank
Norway
$30.9M -$4.84M -106,125 -14%
JP Morgan Chase
24
JP Morgan Chase
New York
$29.9M +$45.9K +1,007 +0.2%
SEI Investments
25
SEI Investments
Pennsylvania
$29.4M -$2.69M -59,017 -9%

BHP Hedge Fund Activity: Q1 2019 in Review

407 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2019, worth a combined $3.18B — up 3.8% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BHP positions and 45 closed out — a net gain of 19 holders — while 105 added to existing stakes and 154 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $52.8M. The largest seller was LMR Partners, exiting entirely with an estimated $81.6M sold.

  • 407 institutional investors held BHP (BHP) as of Q1 2019, up from 391 in Q4 2018.
  • Funds reported $3.18B of BHP stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 64 funds opened new BHP positions in Q1 2019 and 45 closed out, a net change of +19 holders.
  • The largest BHP buyer in Q1 2019 was Neuberger Berman Group, an estimated $52.8M added.
  • The largest BHP seller in Q1 2019 was LMR Partners, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2019.