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BHI

Baker Hughes
BHI

Delisted

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

673 hedge funds and large institutions have $25.3B invested in Baker Hughes in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 218 increasing their positions, 232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

51% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $19.2B → $25.3B (+$6.16B)

5% more funds holding

Funds holding: 641673 (+32)

6% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 232

38% less call options, than puts

Call options by funds: $183M | Put options by funds: $293M

Holders
673
Holders Change
+32
Holders Change %
+4.99%
% of All Funds
16.82%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.33%
New
122
Increased
218
Reduced
232
Closed
81
Calls
$183M
Puts
$293M
Net Calls
-$110M
Net Calls Change
-$57.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.23B +$37.6M +632,897 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82B +$17.2M +290,491 +1%
VH
3
ValueAct Holdings
California
$1.78B -$147M -2,478,380 -8%
Dodge & Cox
4
Dodge & Cox
California
$1.67B -$450M -7,576,379 -23%
State Street
5
State Street
Massachusetts
$1.45B +$28.1M +472,771 +2%
Capital World Investors
6
Capital World Investors
California
$1.38B +$778M +13,101,155 +161%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.35B +$609M +10,252,177 +97%
Franklin Resources
8
Franklin Resources
California
$882M -$314M -5,294,308 -28%
BIT
9
BlackRock Institutional Trust
California
$850M +$57.1M +961,955 +8%
Invesco
10
Invesco
Georgia
$782M +$680K +11,452 +0.1%
BFA
11
BlackRock Fund Advisors
California
$569M +$44M +741,764 +9%
BG
12
BlackRock Group
United Kingdom
$372M +$24.8M +417,415 +8%
American Century Companies
13
American Century Companies
Missouri
$363M +$69.9M +1,176,852 +27%
Northern Trust
14
Northern Trust
Illinois
$322M +$168K +2,832 +0.1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$302M +$26.2M +441,097 +11%
Ameriprise
16
Ameriprise
Minnesota
$293M +$115M +1,929,191 +75%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$256M +$3.93M +66,144 +2%
Norges Bank
18
Norges Bank
Norway
$255M +$10.4M +175,688 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$254M -$8.38M -141,218 -3%
Harris Associates
20
Harris Associates
Illinois
$253M -$41M -690,700 -15%
Fidelity International
21
Fidelity International
Bermuda
$244M +$15.1M +254,650 +7%
Goldman Sachs
22
Goldman Sachs
New York
$235M -$19.2M -323,066 -8%
JP Morgan Chase
23
JP Morgan Chase
New York
$209M +$94.9M +1,599,145 +99%
TCIM
24
TIAA CREF Investment Management
New York
$191M -$4.51M -75,942 -3%
TG
25
TCW Group
California
$190M +$1.22M +20,596 +0.7%

BHI Hedge Fund Activity: Q4 2016 in Review

673 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BHI) for Q4 2016, worth a combined $25.3B — up 32% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BHI positions and 81 closed out — a net gain of 41 holders — while 218 added to existing stakes and 232 trimmed.

The largest buyer was Capital World Investors, adding an estimated $778M. The largest seller was Dodge & Cox, cutting an estimated $450M.

  • 673 institutional investors held Baker Hughes (BHI) as of Q4 2016, up from 641 in Q3 2016.
  • Funds reported $25.3B of Baker Hughes stock for Q4 2016, up 32% quarter-over-quarter.
  • 122 funds opened new Baker Hughes positions in Q4 2016 and 81 closed out, a net change of +41 holders.
  • The largest Baker Hughes buyer in Q4 2016 was Capital World Investors, an estimated $778M added.
  • The largest Baker Hughes seller in Q4 2016 was Dodge & Cox, an estimated $450M sold.

Based on aggregated 13F filings for Q4 2016.