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BHI

Baker Hughes
BHI

Delisted

BHI was delisted on the 3rd of July, 2017.

610 hedge funds and large institutions have $19.3B invested in Baker Hughes in 2013 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 209 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $462M | Put options by funds: $142M

119% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 37

7% more funds holding

Funds holding: 572610 (+38)

7% more capital invested

Capital invested by funds: $18.1B → $19.3B (+$1.2B)

6% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 209

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
610
Holders Change
+38
Holders Change %
+6.64%
% of All Funds
19.78%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
81
Increased
221
Reduced
209
Closed
37
Calls
$462M
Puts
$142M
Net Calls
+$320M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.6B +$15M +311,528 +1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.34B -$367M -7,605,500 -22%
Dodge & Cox
3
Dodge & Cox
California
$1.19B -$26.3M -545,775 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.02B +$25.4M +526,650 +3%
State Street
5
State Street
Massachusetts
$918M +$9M +186,690 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$830M -$510M -10,584,075 -39%
BIT
7
BlackRock Institutional Trust
California
$559M -$8.83M -183,054 -2%
Pzena Investment Management
8
Pzena Investment Management
New York
$521M +$56.9M +1,180,936 +13%
Harris Associates
9
Harris Associates
Illinois
$520M +$459K +9,525 +0.1%
Capital World Investors
10
Capital World Investors
California
$466M
GA
11
Greenhaven Associates
New York
$440M +$43.3M +897,568 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$408M -$1.17M -24,193 -0.3%
Invesco
13
Invesco
Georgia
$374M +$25.1M +521,425 +7%
MNA
14
Manning & Napier Advisors
New York
$366M +$2.92M +60,612 +0.8%
Northern Trust
15
Northern Trust
Illinois
$315M -$8.25M -171,005 -3%
BFA
16
BlackRock Fund Advisors
California
$243M +$7.24M +150,169 +3%
AIM
17
Atlantic Investment Management
New York
$226M +$14.5M +300,000 +7%
PIM
18
Platinum Investment Management
Australia
$219M +$15.4M +319,000 +8%
Millennium Management
19
Millennium Management
New York
$208M +$47.3M +981,228 +30%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$198M -$51.4M -1,065,708 -21%
Citadel Advisors
21
Citadel Advisors
Florida
$186M +$80.6M +1,670,762 +79%
Wells Fargo
22
Wells Fargo
California
$179M +$5.96M +123,565 +4%
UBS AM
23
UBS AM
Illinois
$161M +$6.46M +134,048 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$150M +$5.47M +113,476 +4%
AGA
25
Altrinsic Global Advisors
Connecticut
$149M -$1.82M -37,830 -1%

BHI Hedge Fund Activity: Q3 2013 in Review

610 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BHI) for Q3 2013, worth a combined $19.3B — up 6.6% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BHI positions and 37 closed out — a net gain of 44 holders — while 221 added to existing stakes and 209 trimmed.

The largest buyer was NWQ Investment Management Company, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $510M.

  • 610 institutional investors held Baker Hughes (BHI) as of Q3 2013, up from 572 in Q2 2013.
  • Funds reported $19.3B of Baker Hughes stock for Q3 2013, up 6.6% quarter-over-quarter.
  • 81 funds opened new Baker Hughes positions in Q3 2013 and 37 closed out, a net change of +44 holders.
  • The largest Baker Hughes buyer in Q3 2013 was NWQ Investment Management Company, an estimated $106M added.
  • The largest Baker Hughes seller in Q3 2013 was Wellington Management Group, an estimated $510M sold.

Based on aggregated 13F filings for Q3 2013.