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663 hedge funds and large institutions have $5.73B invested in BHP in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 188 increasing their positions, 248 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $360M | Put options by funds: $210M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $5.43B → $5.73B (+$301M)

1% more funds holding

Funds holding: 658663 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.03% less ownership

Funds ownership: 1.88%1.85% (-0.03%)

24% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 248

Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
84
Increased
188
Reduced
248
Closed
72
Calls
$360M
Puts
$210M
Net Calls
+$151M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.36B +$35M +633,290 +3%
HL
2
Harding Loevner
New Jersey
$549M -$34.9M -631,947 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$348M +$35.5M +642,765 +13%
Morgan Stanley
4
Morgan Stanley
New York
$303M -$18M -326,546 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$258M -$10.7M -194,326 -4%
Bank of America
6
Bank of America
North Carolina
$246M -$33.9M -613,149 -13%
Goldman Sachs
7
Goldman Sachs
New York
$214M -$4.1M -74,259 -2%
BlackRock
8
BlackRock
New York
$162M -$1.77M -32,005 -1%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$92.8M -$47.3M -857,335 -36%
WGI
10
Westwood Global Investments
Massachusetts
$90.6M +$13.1M +237,794 +19%
Northern Trust
11
Northern Trust
Illinois
$89.9M -$4.88M -88,408 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$89.1M +$7.17M +129,908 +10%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$83.8M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$73.1M -$5.62M -101,804 -8%
Jane Street
15
Jane Street
New York
$58.1M +$8.62M +156,077 +20%
XC
16
XY Capital
Hong Kong
$57.2M +$42.5M +768,972 +504%
SP
17
SIH Partners
Delaware
$57.1M +$24.2M +437,971 +91%
Capital International Investors
18
Capital International Investors
California
$47.2M -$690K -12,501 -2%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$43.1M +$968K +17,526 +3%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$42.2M +$7.25M +131,361 +24%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$42M -$15.8M -286,332 -30%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$40.5M -$4.36M -79,037 -11%
Marshall Wace
23
Marshall Wace
United Kingdom
$37.7M +$33.1M +600,120 +8,055%
JP Morgan Chase
24
JP Morgan Chase
New York
$37.3M +$3.04M +55,095 +10%
American Century Companies
25
American Century Companies
Missouri
$36.4M +$2M +36,265 +7%