We are live on ! Find out more
BKR icon

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
SC
276
Savant Capital
Illinois
$2.92M +$2.31M +75,020 +612%
GIBU
277
Gulf International Bank (UK)
United Kingdom
$2.91M +$17.4K +564 +0.7%
Federated Hermes
278
Federated Hermes
Pennsylvania
$2.88M +$2.34M +75,995 +753%
OPERF
279
Oregon Public Employees Retirement Fund
Oregon
$2.87M -$1.01M -32,635 -28%
N
280
Natixis
France
$2.79M -$485K -15,718 -16%
FHB
281
First Hawaiian Bank
Hawaii
$2.76M +$155K +5,012 +6%
TAM
282
Tocqueville Asset Management
New York
$2.76M -$41.7K -1,352 -2%
WCM Investment Management
283
WCM Investment Management
California
$2.73M -$5.92K -192 -0.2%
AIM
284
Achmea Investment Management
Netherlands
$2.71M – – –
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$2.7M -$18.1M -586,984 -88%
TI
286
Tidal Investments
Wisconsin
$2.66M +$252K +8,186 +11%
US Bancorp
287
US Bancorp
Minnesota
$2.66M -$578K -18,758 -19%
SOAMC
288
Spirit of America Management Corp
New York
$2.64M -$46.3K -1,500 -2%
RBA
289
Richard Bernstein Advisors
New York
$2.59M – – –
VPIM
290
Vanguard Personalized Indexing Management
California
$2.59M +$309K +10,031 +15%
ET
291
Entropy Technologies
New York
$2.58M +$1.89M +61,437 +395%
CS
292
Candriam SCA
Luxembourg
$2.58M +$70.5K +2,287 +3%
KRS
293
Kentucky Retirement Systems
Kentucky
$2.55M -$139K -4,499 -6%
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$2.53M +$210K +6,802 +10%
Wealthfront Advisers
295
Wealthfront Advisers
California
$2.52M -$168K -5,446 -7%
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$2.48M – – –
Cerity Partners
297
Cerity Partners
New York
$2.47M +$1.68M +54,508 +284%
SIP
298
Stoneridge Investment Partners
Pennsylvania
$2.45M +$2.26M +73,219 New
JC
299
JB Capital
Connecticut
$2.38M +$71.4K +2,316 +3%
BHCM
300
Brevan Howard Capital Management
Jersey
$2.38M +$1.69M +54,732 +334%
10 11
12
13 14

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.