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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
QCM
251
Quantinno Capital Management
New York
$4.04M +$1.8M +58,370 +94%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$4.02M +$121K +3,925 +3%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$3.99M -$197K -6,404 -5%
WAM
254
Wakefield Asset Management
Colorado
$3.97M +$2.08M +67,440 +132%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$3.87M +$234K +7,594 +7%
RJFSA
256
Raymond James Financial Services Advisors
Florida
$3.85M +$2.24M +72,642 +172%
TSW
257
Thompson Siegel & Walmsley
Virginia
$3.85M -$177K -5,748 -5%
VFM
258
Viking Fund Management
North Dakota
$3.75M +$2.53M +82,000 +273%
PCM
259
Palouse Capital Management
Washington
$3.75M -$184K -5,965 -5%
EI
260
Ethic Inc
New York
$3.72M +$735K +23,842 +27%
IMPI
261
Ilmarinen Mutual Pension Insurance
Finland
$3.69M -$3.33M -108,000 -50%
TCM
262
Teza Capital Management
Illinois
$3.61M +$3.32M +107,779 New
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$3.59M -$213K -6,906 -6%
CII
264
Capital International Inc
California
$3.57M -$4.35M -140,973 -57%
EMPI
265
Elo Mutual Pension Insurance
Finland
$3.57M +$568K +18,434 +21%
APG Asset Management
266
APG Asset Management
Netherlands
$3.5M +$58.6K +1,900 +2%
CI
267
Capital International
California
$3.48M +$183K +5,919 +6%
DILIC
268
Dai-ichi Life Insurance Company
Japan
$3.39M -$1.28M -41,555 -29%
Axa
269
Axa
France
$3.31M +$195K +6,311 +7%
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$3.28M -$189K -6,113 -6%
BCCM
271
Black Cypress Capital Management
Florida
$3.22M +$2.97M +96,239 New
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$3.15M +$13.3K +431 +0.5%
BCV
273
Banque Cantonale Vaudoise
Switzerland
$3.1M -$390K -12,659 -12%
SWP
274
Strategic Wealth Partners
Ohio
$3.01M -$1.76M -57,046 -39%
CBB
275
Citizens Business Bank
California
$3M -$77.2K -2,503 -3%
9 10
11
12 13

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.