Baker Hughes
BHI
BHI was delisted on the 3rd of July, 2017.
736 hedge funds and large institutions have $29.1B invested in Baker Hughes in 2014 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 289 reducing their positions, and 50 closing their positions.
99% more call options, than puts
Call options by funds: $652M | Put options by funds: $328M
86% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 50
52% more funds holding in top 10
Funds holding in top 10: 21 → 32 (+11)
15% more capital invested
Capital invested by funds: $25.4B → $29.1B (+$3.71B)
6% more funds holding
Funds holding: 697 → 736 (+39)
18% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 289
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$294M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$276M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$265M |
| 4 |
State Street
Boston,
Massachusetts
|
+$197M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$755M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$443M |
| 3 |
Pzena Investment Management
New York
|
-$263M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$238M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$123M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
776
Paloma Partners
Greenwich,
Connecticut
| – | -$356K | -5,470 | Closed |
|
|
MC
777
Menta Capital
San Francisco,
California
| – | -$345K | -5,300 | Closed |
|
|
TCOO
778
Trust Company of Oklahoma
Tulsa,
Oklahoma
| – | -$328K | -5,040 | Closed |
|
|
FAAS
779
First Allied Advisory Services
San Diego,
California
| – | -$212K | -3,242 | Closed |
|
|
TC
780
TFS Capital
West Chester,
Pennsylvania
| – | -$208K | -3,196 | Closed |
|
|
FNYS
781
First New York Securities
New York
| – | -$195K | -3,000 | Closed |
|
|
AR
782
Advisory Research
Chicago,
Illinois
| – | -$71K | -1,086 | Closed |
|
783
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$55K | -847 | Closed |
|
|
TWM
784
Torch Wealth Management
Cincinnati,
Ohio
| – | -$10K | -150 | Closed |
|
|
WIL
785
Winifred I. Li
| – | -$2K | -26 | Closed |
|
|
TF
786
Tompkins Financial
Ithaca,
New York
| – | -$2K | -25 | Closed |
|
|
DA
787
Dunvegan Associates
Santa Barbara,
California
| – | -$1K | -10 | Closed |
|
BHI Hedge Fund Activity: Q2 2014 in Review
736 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BHI) for Q2 2014, worth a combined $29.1B — up 15% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BHI positions and 50 closed out — a net gain of 43 holders — while 238 added to existing stakes and 289 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $294M. The largest seller was UBS, cutting an estimated $755M.
- 736 institutional investors held Baker Hughes (BHI) as of Q2 2014, up from 697 in Q1 2014.
- Funds reported $29.1B of Baker Hughes stock for Q2 2014, up 15% quarter-over-quarter.
- 93 funds opened new Baker Hughes positions in Q2 2014 and 50 closed out, a net change of +43 holders.
- The largest Baker Hughes buyer in Q2 2014 was Wellington Management Group, an estimated $294M added.
- The largest Baker Hughes seller in Q2 2014 was UBS, an estimated $755M sold.
Based on aggregated 13F filings for Q2 2014.