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Baker Hughes

494 hedge funds and large institutions have $13.5B invested in Baker Hughes in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 159 increasing their positions, 182 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.31% more ownership

Funds ownership: 93.56%96.87% (+3.3%)

5% more capital invested

Capital invested by funds: $12.9B → $13.5B (+$622M)

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

2% less funds holding

Funds holding: 504494 (-10)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 182

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

63% less call options, than puts

Call options by funds: $49M | Put options by funds: $134M

Holders
494
Holders Change
-10
Holders Change %
-1.98%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
159
Reduced
182
Closed
61
Calls
$49M
Puts
$134M
Net Calls
-$85.1M
Net Calls Change
-$93.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$37K +$5.86K +177 +19%
APP
402
Avantax Planning Partners
Iowa
$37K +$36.2K +1,093 New
AIS
403
Accurate Investment Solutions
Pennsylvania
$34K
DBT
404
Dubuque Bank & Trust
Iowa
$34K +$33.1K +1,000 New
VCM
405
Versant Capital Management
Arizona
$33K -$629 -19 -2%
KA
406
Kaizen Advisory
Illinois
$33K
RFA
407
Reilly Financial Advisors
California
$32K
ASN
408
Advisory Services Network
Georgia
$31K -$19.1K -576 -39%
PA
409
Parallel Advisors
California
$31K -$1.46K -44 -5%
FCMT
410
Founders Capital Management (Texas)
Texas
$28K
OSNBOA
411
Old Second National Bank of Aurora
Illinois
$28K
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$28K +$132 +4 +0.5%
GWM
413
Geneos Wealth Management
Colorado
$26K -$14K -424 -35%
EWM
414
Edge Wealth Management
New York
$25K
APA
415
American Portfolios Advisors
New York
$24.8K +$1.13K +34 +5%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$21K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$21K +$1.75K +53 +9%
MRCM
418
M&R Capital Management
New Jersey
$20K
QAM
419
QCI Asset Management
New York
$20K
MFBTD
420
MB Financial Bank - Trust Department
Illinois
$19K -$2.38K -72 -11%
JA
421
JOYN Advisors
Georgia
$18K +$8.96K +271 +109%
HFM
422
Hartford Financial Management
Connecticut
$17K
FC
423
Ferris Capital
Massachusetts
$17K +$3.87K +117 +31%
CIA
424
CSat Investment Advisory
Michigan
$17K +$5.19K +157 +46%
TNBTD
425
Trustmark National Bank Trust Department
Mississippi
$17K +$16.5K +500 New

BKR Hedge Fund Activity: Q3 2018 in Review

494 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q3 2018, worth a combined $13.5B — up 4.8% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BKR and 55 opened new positions — a net loss of 6 holders — while 182 trimmed existing stakes and 159 added.

The largest buyer was Capital International Investors, adding an estimated $495M. The largest seller was Capital Research Global Investors, cutting an estimated $163M.

  • 494 institutional investors held Baker Hughes (BKR) as of Q3 2018, down from 504 in Q2 2018.
  • Funds reported $13.5B of Baker Hughes stock for Q3 2018, up 4.8% quarter-over-quarter.
  • 55 funds opened new Baker Hughes positions in Q3 2018 and 61 closed out, a net change of -6 holders.
  • The largest Baker Hughes buyer in Q3 2018 was Capital International Investors, an estimated $495M added.
  • The largest Baker Hughes seller in Q3 2018 was Capital Research Global Investors, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2018.