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685 hedge funds and large institutions have $5.32B invested in BHP in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 253 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $328M | Put options by funds: $285M

0.18% less ownership

Funds ownership: 2%1.82% (-0.18%)

9% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 86

9% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 253

2% less funds holding

Funds holding: 701685 (-16)

23% less capital invested

Capital invested by funds: $6.89B → $5.32B (-$1.56B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
685
Holders Change
-16
Holders Change %
-2.28%
% of All Funds
9.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
78
Increased
229
Reduced
253
Closed
86
Calls
$328M
Puts
$285M
Net Calls
+$42.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.18B +$38.1M +636,738 +3%
HL
2
Harding Loevner
New Jersey
$431M -$193M -3,226,752 -30%
Morgan Stanley
3
Morgan Stanley
New York
$282M -$286M -4,773,758 -49%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$254M +$613K +10,246 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$252M -$3.51M -58,602 -1%
Bank of America
6
Bank of America
North Carolina
$218M +$69.3M +1,158,042 +44%
Goldman Sachs
7
Goldman Sachs
New York
$198M +$55.2M +922,835 +37%
Norges Bank
8
Norges Bank
Norway
$162M
BlackRock
9
BlackRock
New York
$149M -$3.24M -54,152 -2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$103M -$41.9M -700,189 -28%
Northern Trust
11
Northern Trust
Illinois
$86M -$4.92M -82,285 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$78.5M -$8.78M -146,628 -10%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$77.8M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$73.5M -$11.1M -186,300 -13%
WGI
15
Westwood Global Investments
Massachusetts
$67.4M +$879K +14,691 +1%
Jane Street
16
Jane Street
New York
$59M +$11.9M +199,222 +24%
Wells Fargo
17
Wells Fargo
California
$46.7M -$1.62M -27,131 -3%
Capital International Investors
18
Capital International Investors
California
$43.7M +$13.5M +225,428 +42%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$42.5M -$427K -7,130 -1%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$35.9M +$1.33M +22,285 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$34M +$2.42M +40,424 +7%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$31.4M -$24.2M -403,513 -43%
American Century Companies
23
American Century Companies
Missouri
$29.9M +$2.58M +43,075 +9%
SP
24
SIH Partners
Delaware
$29.8M -$46.6M -779,015 -60%
CCM
25
Cullen Capital Management
New York
$28.3M +$12.5M +208,355 +74%

BHP Hedge Fund Activity: Q1 2024 in Review

685 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q1 2024, worth a combined $5.32B — down 23% from $6.89B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BHP and 78 opened new positions — a net loss of 8 holders — while 253 trimmed existing stakes and 229 added.

The largest buyer was Bank of America, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $286M.

  • 685 institutional investors held BHP (BHP) as of Q1 2024, down from 701 in Q4 2023.
  • Funds reported $5.32B of BHP stock for Q1 2024, down 23% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q1 2024 and 86 closed out, a net change of -8 holders.
  • The largest BHP buyer in Q1 2024 was Bank of America, an estimated $69.3M added.
  • The largest BHP seller in Q1 2024 was Morgan Stanley, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2024.