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Baker Hughes

486 hedge funds and large institutions have $10.9B invested in Baker Hughes in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 123 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 123

1.98% more ownership

Funds ownership: 96.87%98.85% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 87

1% less funds holding

Funds holding: 493486 (-7)

16% less call options, than puts

Call options by funds: $54.2M | Put options by funds: $64.4M

19% less capital invested

Capital invested by funds: $13.5B → $10.9B (-$2.59B)

Holders
486
Holders Change
-7
Holders Change %
-1.42%
% of All Funds
10.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
84
Increased
216
Reduced
123
Closed
87
Calls
$54.2M
Puts
$64.4M
Net Calls
-$10.3M
Net Calls Change
+$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
426
Ferris Capital
Massachusetts
$5K -$7.02K -275 -56%
WA
427
WealthTrust-Arizona
Arizona
$5K -$1.71K -67 -23%
DSC
428
Duncker Streett & Co
Missouri
$5K
VFA
429
Valeo Financial Advisors
Indiana
$5K +$3.37K +132 +161%
BL
430
Balentine LLC
Georgia
$5K +$6.38K +250 New
AIM
431
Anchor Investment Management
South Carolina
$4.3K
CFA
432
Carroll Financial Associates
North Carolina
$4K
FMTCOCP
433
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
NIM
434
NuWave Investment Management
New Jersey
$4K +$485 +19 +12%
RA
435
Rational Advisors
New York
$4K +$485 +19 +12%
PCP
436
Proficio Capital Partners
Massachusetts
$3K -$3.4K -133 -47%
AWM
437
AllSquare Wealth Management
New York
$3K
BFEC
438
Benjamin F. Edwards & Company
Missouri
$3K
EWM
439
Endurance Wealth Management
Rhode Island
$3K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$3K
SIS
441
Sound Income Strategies
Florida
$3K
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$3K
CA
443
Claro Advisors
Massachusetts
$3K +$2.12K +83 New
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.78K +109 +341%
1NWS
445
1 North Wealth Services
Maryland
$3K +$3.19K +125 New
GWMIA
446
Global Wealth Management Investment Advisory
Florida
$3K +$3.19K +125 New
W
447
WealthOne
New York
$3K +$3.58K +140 New
APC
448
Aspire Private Capital
North Carolina
$3K +$3.7K +145 New
CFA
449
Clarfeld Financial Advisors
New York
$3K +$3.98K +156 New
PWMG
450
Prestige Wealth Management Group
New Jersey
$3K +$4.09K +160 New

BKR Hedge Fund Activity: Q4 2018 in Review

486 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2018, worth a combined $10.9B — down 19% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of BKR and 84 opened new positions — a net loss of 3 holders — while 123 trimmed existing stakes and 216 added.

The largest buyer was Dodge & Cox, adding an estimated $388M. The largest seller was Harris Associates, cutting an estimated $63.1M.

  • 486 institutional investors held Baker Hughes (BKR) as of Q4 2018, down from 493 in Q3 2018.
  • Funds reported $10.9B of Baker Hughes stock for Q4 2018, down 19% quarter-over-quarter.
  • 84 funds opened new Baker Hughes positions in Q4 2018 and 87 closed out, a net change of -3 holders.
  • The largest Baker Hughes buyer in Q4 2018 was Dodge & Cox, an estimated $388M added.
  • The largest Baker Hughes seller in Q4 2018 was Harris Associates, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.