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
AAM
326
Advisors Asset Management
Colorado
$1.72M +$408K +13,231 +35%
OAM
327
Oppenheimer Asset Management
New York
$1.7M -$294K -9,520 -16%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$1.7M -$61.7K -2,000 -4%
Walleye Trading
329
Walleye Trading
New York
$1.69M -$1.4M -45,387 -47%
DT
330
Diversified Trust
Tennessee
$1.68M +$766K +24,850 +99%
MML Investors Services
331
MML Investors Services
Massachusetts
$1.66M +$187K +6,077 +14%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$1.66M +$317K +10,278 +26%
SLAM
333
Swiss Life Asset Management
$1.65M -$6.16M -199,644 -80%
VIM
334
VELA Investment Management
Ohio
$1.62M +$311K +10,098 +26%
LSA
335
Leonteq Securities AG
Switzerland
$1.62M +$750K +24,308 +102%
LOAMS
336
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.61M +$297K +9,622 +25%
MC
337
Moors & Cabot
Massachusetts
$1.57M +$206K +6,692 +17%
Two Sigma Investments
338
Two Sigma Investments
New York
$1.57M -$243K -7,883 -14%
QC
339
Quadrature Capital
United Kingdom
$1.53M -$813K -26,353 -37%
Creative Planning
340
Creative Planning
Kansas
$1.52M -$112K -3,646 -7%
NB
341
Norinchukin Bank
Japan
$1.52M -$36.5K -1,185 -3%
M&T Bank
342
M&T Bank
New York
$1.5M -$222K -7,211 -14%
CP
343
CenterBook Partners
Connecticut
$1.49M +$1.38M +44,593 New
QCM
344
Qsemble Capital Management
New York
$1.48M +$732K +23,753 +116%
CGH
345
Crossmark Global Holdings
Texas
$1.47M -$6.97K -226 -0.5%
3IP
346
3Chopt Investment Partners
Virginia
$1.47M +$6.45K +209 +0.5%
UM
347
UniSuper Management
Australia
$1.44M +$1.04M +33,754 +364%
SEC
348
Seven Eight Capital
New York
$1.43M +$1.32M +42,731 New
BAM
349
Berkshire Asset Management
Pennsylvania
$1.43M +$30.7K +994 +2%
A
350
Allianz
Germany
$1.41M +$1.3M +42,149 New
12 13
14
15 16

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.