Copper Just Overtook Iron Ore at BHP Group (BHP). Is Its Portfolio Finally Re-Rating?
BHP Group Limited (NYSE:BHP) delivered the clearest evidence yet that its earnings center has shifted.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 24,341,120 | $2,027,858,804 | +2% | 0.6% |
| 2. | 943,100 | $78,569,661 | -24% | 0.01% | |
| 3. | Quantinno Capital Hoon Kim | 598,618 | $49,870,917 | +22% | 0.06% |
| 4. | AQR Capital Management Cliff Asness | 397,906 | $33,149,588 | +63% | 0.01% |
| 5. | 377,700 | $31,466,187 | +51% | 0.06% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,439,817 | $869,741,153 | 0.08% | |
| 2. | 10,435,371 | $869,370,996 | 0.05% | |
| 3. | 6,726,970 | $560,423,833 | 0.02% | |
| 4. | 5,627,636 | $468,838,354 | 0.15% | |
| 5. | 3,524,310 | $293,610,266 | 0.05% |