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Baker Hughes

682 hedge funds and large institutions have $27.5B invested in Baker Hughes in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 63

28% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 218

15% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $73.6M

1% more funds holding

Funds holding: 674682 (+8)

3% less capital invested

Capital invested by funds: $28.2B → $27.5B (-$758M)

1.87% less ownership

Funds ownership: 95.83%93.96% (-1.9%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
682
Holders Change
+8
Holders Change %
+1.19%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
82
Increased
280
Reduced
218
Closed
63
Calls
$84.5M
Puts
$73.6M
Net Calls
+$11M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
326
Koss-Olinger Consulting
Florida
$1.11M +$147K +4,866 +15%
HVIA
327
Hudson Valley Investment Advisors
New York
$1.1M +$1.16M +38,189 New
AWM
328
AE Wealth Management
Kansas
$1.07M +$193K +6,397 +21%
AIM
329
Achmea Investment Management
Netherlands
$1.06M
TCM
330
Teza Capital Management
Illinois
$1.05M +$892K +29,496 +430%
HVM
331
Harvest Volatility Management
Connecticut
$1.05M -$177K -5,865 -14%
KRSITF
332
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M -$14K -462 -1%
OPTFSNA
333
Old Point Trust & Financial Services N A
Virginia
$1.03M -$21.2K -700 -2%
API
334
Advisor Partners II
California
$989K +$172K +5,684 +20%
AIP
335
Ameritas Investment Partners
Nebraska
$984K +$11.3K +373 +1%
QT
336
Quantamental Technologies
New York
$979K +$1.03M +33,919 New
PSC
337
Portman Square Capital
United Kingdom
$967K +$1.01M +33,492 New
OAM
338
Ostrum Asset Management
France
$956K +$1M +33,137 New
TRCT
339
Tower Research Capital (TRC)
New York
$942K -$99.6K -3,294 -9%
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$913K +$7.11K +235 +0.7%
O
341
Ossiam
France
$897K +$551K +18,215 +141%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$892K -$525K -17,358 -36%
IMRF
343
Illinois Municipal Retirement Fund
Illinois
$850K
EIM
344
Essex Investment Management
Massachusetts
$847K -$63.8K -2,108 -7%
AC
345
AXQ Capital
New Jersey
$845K +$885K +29,270 New
BCV
346
Banque Cantonale Vaudoise
Switzerland
$839K -$3.58M -118,400 -80%
MWM
347
Mission Wealth Management
California
$834K +$82K +2,712 +10%
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$812K +$32.8K +1,085 +4%
FRM
349
Foundation Resource Management
Arkansas
$808K -$52.4K -1,731 -6%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$786K -$48.2K -1,594 -6%

BKR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2023, worth a combined $27.5B — down 2.7% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BKR positions and 63 closed out — a net gain of 19 holders — while 280 added to existing stakes and 218 trimmed.

The largest buyer was Millennium Management, adding an estimated $123M. The largest seller was Capital Research Global Investors, cutting an estimated $497M.

  • 682 institutional investors held Baker Hughes (BKR) as of Q1 2023, up from 674 in Q4 2022.
  • Funds reported $27.5B of Baker Hughes stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 82 funds opened new Baker Hughes positions in Q1 2023 and 63 closed out, a net change of +19 holders.
  • The largest Baker Hughes buyer in Q1 2023 was Millennium Management, an estimated $123M added.
  • The largest Baker Hughes seller in Q1 2023 was Capital Research Global Investors, an estimated $497M sold.

Based on aggregated 13F filings for Q1 2023.