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499 hedge funds and large institutions have $6.25B invested in BHP in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 203 increasing their positions, 92 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 51

121% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 92

98% more call options, than puts

Call options by funds: $305M | Put options by funds: $154M

33% more capital invested

Capital invested by funds: $4.71B → $6.25B (+$1.54B)

13% more funds holding

Funds holding: 443499 (+56)

0.69% more ownership

Funds ownership: 2.74%3.43% (+0.69%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
499
Holders Change
+56
Holders Change %
+12.64%
% of All Funds
8.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
114
Increased
203
Reduced
92
Closed
51
Calls
$305M
Puts
$154M
Net Calls
+$151M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$1.08B +$777M +12,066,241 +226%
Bank of America
2
Bank of America
North Carolina
$687M +$515M +8,001,577 +259%
Fisher Asset Management
3
Fisher Asset Management
Washington
$554M +$13M +202,166 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$385M -$9.57M -148,599 -2%
UBS Group
5
UBS Group
Switzerland
$359M -$60.7M -942,355 -14%
Goldman Sachs
6
Goldman Sachs
New York
$336M +$70.7M +1,097,816 +25%
Norges Bank
7
Norges Bank
Norway
$211M
Citigroup
8
Citigroup
New York
$176M +$13.7M +212,104 +8%
Northern Trust
9
Northern Trust
Illinois
$129M +$29.2M +453,951 +28%
PPA
10
Parametric Portfolio Associates
Washington
$123M +$3.38M +52,492 +3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$114M -$284M -4,408,774 -70%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$97.7M +$43.7M +679,206 +76%
Lazard Asset Management
13
Lazard Asset Management
New York
$95.3M -$247K -3,844 -0.2%
BlackRock
14
BlackRock
New York
$88.3M +$81.7M +1,269,741 +806%
Renaissance Technologies
15
Renaissance Technologies
New York
$83.2M +$27.7M +430,198 +47%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$79.4M +$46.8M +726,562 +131%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$78.3M -$1.05M -16,383 -1%
Morgan Stanley
18
Morgan Stanley
New York
$73.7M +$10.8M +168,515 +16%
Wells Fargo
19
Wells Fargo
California
$57.5M +$3.35M +52,019 +6%
WGI
20
Westwood Global Investments
Massachusetts
$55.7M +$16.7M +259,793 +41%
CU
21
CQS (US)
New York
$44.6M +$6.96M +108,079 +18%
WRF
22
Waddell & Reed Financial
Kansas
$41.5M -$4M -62,101 -8%
BHC
23
Bowen Hanes & Co
Florida
$39.3M +$4.78M +74,299 +13%
Ameriprise
24
Ameriprise
Minnesota
$38.8M +$5.29M +82,125 +15%
JP Morgan Chase
25
JP Morgan Chase
New York
$38M +$248K +3,852 +0.6%

BHP Hedge Fund Activity: Q1 2021 in Review

499 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2021, worth a combined $6.25B — up 33% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new BHP positions and 51 closed out — a net gain of 63 holders — while 203 added to existing stakes and 92 trimmed.

The largest buyer was Harding Loevner, adding an estimated $777M. The largest seller was Arrowstreet Capital, cutting an estimated $284M.

  • 499 institutional investors held BHP (BHP) as of Q1 2021, up from 443 in Q4 2020.
  • Funds reported $6.25B of BHP stock for Q1 2021, up 33% quarter-over-quarter.
  • 114 funds opened new BHP positions in Q1 2021 and 51 closed out, a net change of +63 holders.
  • The largest BHP buyer in Q1 2021 was Harding Loevner, an estimated $777M added.
  • The largest BHP seller in Q1 2021 was Arrowstreet Capital, an estimated $284M sold.

Based on aggregated 13F filings for Q1 2021.