Baker Hughes
767 hedge funds and large institutions have $31.7B invested in Baker Hughes in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 311 increasing their positions, 264 reducing their positions, and 79 closing their positions.
28% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 79
18% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 264
12% more call options, than puts
Call options by funds: $156M | Put options by funds: $140M
2% more funds holding
Funds holding: 754 → 767 (+13)
0.98% more ownership
Funds ownership: 91.44% → 92.41% (+0.98%)
3% less capital invested
Capital invested by funds: $32.7B → $31.7B (-$964M)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$446M |
| 2 |
JP Morgan Chase
New York
|
+$423M |
| 3 |
IIP
Intermede Investment Partners
London,
United Kingdom
|
+$125M |
| 4 |
Barclays
London,
United Kingdom
|
+$109M |
| 5 |
Amundi
Paris,
France
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.21B |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$168M |
| 3 |
State Street
Boston,
Massachusetts
|
-$89M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$87.4M |
| 5 |
Two Sigma Investments
New York
|
-$68.5M |
BKR Hedge Fund Activity: Q4 2023 in Review
767 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2023, worth a combined $31.7B — down 2.9% from $32.7B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new BKR positions and 79 closed out — a net gain of 22 holders — while 311 added to existing stakes and 264 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $446M. The largest seller was Capital Research Global Investors, cutting an estimated $1.21B.
- 767 institutional investors held Baker Hughes (BKR) as of Q4 2023, up from 754 in Q3 2023.
- Funds reported $31.7B of Baker Hughes stock for Q4 2023, down 2.9% quarter-over-quarter.
- 101 funds opened new Baker Hughes positions in Q4 2023 and 79 closed out, a net change of +22 holders.
- The largest Baker Hughes buyer in Q4 2023 was Morgan Stanley, an estimated $446M added.
- The largest Baker Hughes seller in Q4 2023 was Capital Research Global Investors, an estimated $1.21B sold.
Based on aggregated 13F filings for Q4 2023.