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Baker Hughes
BKR

751 hedge funds and large institutions have $30.6B invested in Baker Hughes in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 310 increasing their positions, 268 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 268

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4% less capital invested

Capital invested by funds: $31.7B → $30.6B (-$1.14B)

1.09% less ownership

Funds ownership: 92.41% → 91.32% (-1.1%)

2% less funds holding

Funds holding: 767 → 751 (-16)

10% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 89

18% less call options, than puts

Call options by funds: $136M | Put options by funds: $165M

Holders
751
Holders Change
-16
Holders Change %
-2.09%
% of All Funds
10.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
80
Increased
310
Reduced
268
Closed
89
Calls
$136M
Puts
$165M
Net Calls
-$29.1M
Net Calls Change
-$45.7M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$416M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$249M
3
Millennium Management
Millennium Management
New York
+$172M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Dodge & Cox
Dodge & Cox
California
+$122M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$835M
2
Morgan Stanley
Morgan Stanley
New York
-$336M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$293M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
5
Goldman Sachs
Goldman Sachs
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
226
RBF Capital
California
$5.36M – – –
SAAM
227
Solus Alternative Asset Management
New Jersey
$5.36M – – –
IA
228
Icon Advisers
Colorado
$5.27M – – –
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$5.12M +$361K +11,699 +8%
NYLIM
230
New York Life Investment Management
New York
$5.08M -$185K -5,997 -4%
OLA
231
Oliver Luxxe Assets
New Jersey
$4.95M +$22K +712 +0.5%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$4.88M -$368K -11,935 -8%
X
233
Xponance
Pennsylvania
$4.79M +$319K +10,356 +8%
IGAM
234
iA Global Asset Management
Quebec, Canada
$4.75M +$131K +4,255 +3%
CW
235
Connectus Wealth
Ohio
$4.72M +$1.37M +44,380 +46%
YCM
236
Yousif Capital Management
Michigan
$4.7M -$70K -2,269 -2%
PA
237
Profund Advisors
Maryland
$4.68M -$503K -16,313 -10%
LSERS
238
Louisiana State Employees Retirement System
Louisiana
$4.58M -$123K -4,000 -3%
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$4.57M -$228K -7,391 -5%
OAM
240
Ostrum Asset Management
France
$4.57M +$853K +27,656 +25%
IIM
241
INTECH Investment Management
Florida
$4.56M -$3.02M -97,834 -42%
LG
242
Leuthold Group
Minnesota
$4.56M -$1.79K -58 -0%
PIM
243
Plato Investment Management
Australia
$4.52M +$4.06M +131,540 +3,825%
SAM
244
Storebrand Asset Management
Norway
$4.52M +$545K +17,681 +15%
LMIM
245
Lockheed Martin Investment Management
Maryland
$4.45M -$272K -8,810 -6%
LI
246
LMCG Investments
Massachusetts
$4.36M +$334K +10,815 +9%
PD
247
Point72 (DIFC)
United Arab Emirates
$4.32M +$3.98M +129,055 New
JFG
248
Jefferies Financial Group
New York
$4.25M +$3.04M +98,715 +350%
CIS
249
Capital International Sarl
California
$4.23M +$249K +8,060 +7%
SCM
250
Shelton Capital Management
Colorado
$4.22M +$215K +6,957 +6%
8 9
10
11 12

BKR Hedge Fund Activity: Q1 2024 in Review

751 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2024, worth a combined $30.6B — down 3.6% from $31.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of BKR and 80 opened new positions — a net loss of 9 holders — while 268 trimmed existing stakes and 310 added.

The largest buyer was Victory Capital Management, adding an estimated $416M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 751 institutional investors held Baker Hughes (BKR) as of Q1 2024, down from 767 in Q4 2023.
  • Funds reported $30.6B of Baker Hughes stock for Q1 2024, down 3.6% quarter-over-quarter.
  • 80 funds opened new Baker Hughes positions in Q1 2024 and 89 closed out, a net change of -9 holders.
  • The largest Baker Hughes buyer in Q1 2024 was Victory Capital Management, an estimated $416M added.
  • The largest Baker Hughes seller in Q1 2024 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q1 2024.