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443 hedge funds and large institutions have $4.71B invested in BHP in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

60% more call options, than puts

Call options by funds: $168M | Put options by funds: $105M

35% more capital invested

Capital invested by funds: $3.49B → $4.71B (+$1.22B)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more funds holding

Funds holding: 398443 (+45)

0.17% more ownership

Funds ownership: 2.57%2.74% (+0.17%)

2% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 130

Holders
443
Holders Change
+45
Holders Change %
+11.31%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
128
Reduced
130
Closed
47
Calls
$168M
Puts
$105M
Net Calls
+$63.2M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$510M +$7.95M +158,555 +2%
UBS Group
2
UBS Group
Switzerland
$393M +$154K +3,065 +0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$371M -$8.29M -165,370 -3%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$365M +$105M +2,104,542 +51%
HL
5
Harding Loevner
New Jersey
$311M +$267M +5,333,251 New
Goldman Sachs
6
Goldman Sachs
New York
$252M +$8.1M +161,594 +4%
Norges Bank
7
Norges Bank
Norway
$199M -$7.3M -145,730 -4%
Bank of America
8
Bank of America
North Carolina
$180M -$35.3M -703,769 -19%
Citigroup
9
Citigroup
New York
$153M -$46.9M -935,377 -26%
PPA
10
Parametric Portfolio Associates
Washington
$113M -$3.81M -76,059 -4%
Northern Trust
11
Northern Trust
Illinois
$95.5M -$1.76M -35,145 -2%
Lazard Asset Management
12
Lazard Asset Management
New York
$89.9M -$1.07M -21,436 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$74.7M +$5.99M +119,547 +10%
AG
14
Aperio Group
California
$64.3M +$287K +5,729 +0.5%
Morgan Stanley
15
Morgan Stanley
New York
$59.6M -$70.7M -1,410,110 -58%
Renaissance Technologies
16
Renaissance Technologies
New York
$53.2M +$45.8M +913,391 New
Neuberger Berman Group
17
Neuberger Berman Group
New York
$52.4M +$576K +11,490 +1%
Wells Fargo
18
Wells Fargo
California
$51.1M -$3.58M -71,333 -8%
SCM
19
Segantii Capital Management
Hong Kong
$49.4M +$42.5M +847,325 New
WRF
20
Waddell & Reed Financial
Kansas
$42.7M +$506K +10,089 +1%
Invesco
21
Invesco
Georgia
$38M +$2.19M +43,606 +7%
WGI
22
Westwood Global Investments
Massachusetts
$37.3M
CU
23
CQS (US)
New York
$35.6M -$16.8M -334,729 -35%
MWNA
24
Marshall Wace North America
New York
$35.5M +$29M +578,141 +1,829%
JP Morgan Chase
25
JP Morgan Chase
New York
$35.5M +$89.7K +1,790 +0.3%

BHP Hedge Fund Activity: Q4 2020 in Review

443 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q4 2020, worth a combined $4.71B — up 35% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new BHP positions and 47 closed out — a net gain of 49 holders — while 128 added to existing stakes and 130 trimmed.

The largest buyer was Harding Loevner, opening a new position worth an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $70.7M.

  • 443 institutional investors held BHP (BHP) as of Q4 2020, up from 398 in Q3 2020.
  • Funds reported $4.71B of BHP stock for Q4 2020, up 35% quarter-over-quarter.
  • 96 funds opened new BHP positions in Q4 2020 and 47 closed out, a net change of +49 holders.
  • The largest BHP buyer in Q4 2020 was Harding Loevner, an estimated $267M added.
  • The largest BHP seller in Q4 2020 was Morgan Stanley, an estimated $70.7M sold.

Based on aggregated 13F filings for Q4 2020.