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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
PCM
351
Pointe Capital Management
Michigan
$766K -$148K -4,894 -16%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$757K -$65.2K -2,155 -8%
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$737K +$33.2K +1,099 +5%
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$728K -$42.5K -1,404 -5%
TI
355
Trexquant Investment
Connecticut
$727K -$2M -66,133 -72%
CG
356
Cutler Group
California
$724K +$128K +4,244 +20%
TNA
357
True North Advisors
Texas
$722K -$54K -1,785 -7%
BC
358
Bridgefront Capital
Texas
$716K +$238K +7,881 +47%
CM
359
CoreCommodity Management
Connecticut
$715K -$3.51K -116 -0.5%
Creative Planning
360
Creative Planning
Kansas
$712K +$107K +3,529 +17%
LOAMS
361
Lombard Odier Asset Management (Switzerland)
Switzerland
$708K +$51.2K +1,693 +7%
FTDI
362
First Trust Direct Indexing
Massachusetts
$706K +$142K +4,679 +24%
USAA
363
United Services Automobile Association
Texas
$705K -$471K -15,586 -39%
VI
364
Vestcor Inc
New Brunswick, Canada
$703K -$3.48K -115 -0.5%
NL
365
NWAM LLC
Washington
$699K +$349K +11,545 +91%
BOH
366
Bank of Hawaii
Hawaii
$691K -$68K -2,248 -9%
SAI
367
Systematic Alpha Investments
New Jersey
$690K
EF
368
Empirical Finance
Pennsylvania
$677K +$48.2K +1,594 +7%
NLGIA
369
Nippon Life Global Investors Americas
New York
$670K
AWA
370
Aaron Wealth Advisors
Illinois
$666K +$7.5K +248 +1%
CCI
371
Credit Capital Investments
New Jersey
$661K -$254K -8,400 -27%
BCI
372
Brinker Capital Investments
Pennsylvania
$658K +$241K +7,978 +54%
OPS
373
Orion Portfolio Solutions
Nebraska
$658K +$461K +15,228 +201%
MIM
374
Montgomery Investment Management
Maryland
$655K
KPWS
375
Kestra Private Wealth Services
Texas
$654K +$196K +6,476 +40%

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.