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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
XT
301
XTX Topco
Cayman Islands
$2.37M +$1.94M +62,922 +795%
Walleye Capital
302
Walleye Capital
New York
$2.23M +$212K +6,859 +11%
PCA
303
Pallas Capital Advisors
Massachusetts
$2.22M +$529K +17,150 +35%
CIC
304
Cornercap Investment Counsel
Georgia
$2.22M +$403K +13,071 +25%
GLA
305
Great Lakes Advisors
Illinois
$2.21M +$2.03M +65,915 New
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$2.17M -$95.5K -3,097 -5%
PL
307
Perpetual Ltd
Australia
$2.16M +$1.62M +52,556 +440%
WBC
308
Westpac Banking Corp
Australia
$2.16M +$1.62M +52,556 +440%
WorldQuant Millennium Advisors
309
WorldQuant Millennium Advisors
New York
$2.16M -$2.79M -90,335 -58%
MGP
310
Metis Global Partners
California
$2.15M +$138K +4,479 +8%
Jacobs Levy Equity Management
311
Jacobs Levy Equity Management
New Jersey
$2.12M -$825K -26,758 -30%
DIA
312
Dean Investment Associates
Ohio
$2.09M +$12.3K +400 +0.6%
Credit Agricole
313
Credit Agricole
France
$2.07M +$1.11M +35,901 +126%
Baird Financial Group
314
Baird Financial Group
Wisconsin
$2.04M -$6.35M -205,930 -77%
ECU
315
Eisler Capital (UK)
United Kingdom
$2.04M +$603K +19,564 +47%
IIM
316
Intact Investment Management
Quebec, Canada
$2.02M +$1.86M +60,300 New
TRCT
317
Tower Research Capital (TRC)
New York
$2M -$2.09M -67,899 -53%
SAM
318
Securian Asset Management
Minnesota
$1.97M -$147K -4,778 -7%
NIM
319
NEOS Investment Management
Connecticut
$1.97M +$352K +11,416 +24%
VIM
320
Vinva Investment Management
Australia
$1.96M +$17K +551 +0.9%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$1.94M +$1.06M +34,360 +147%
OAM
322
Occidental Asset Management
California
$1.86M +$1.71M +55,562 New
MHI
323
Miller Howard Investments
New York
$1.84M -$56.3K -1,827 -3%
PIMJS
324
PKO Investment Management Joint-Stock
Poland
$1.84M +$1.68M +54,555 New
AFS
325
Access Financial Services
Minnesota
$1.73M +$253K +8,194 +19%
11 12
13
14 15

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.