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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
ClearBridge Investments
451
ClearBridge Investments
New York
$6K
FMTCOCP
452
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
TFO
453
Tarbox Family Office
California
$6K
NIM
454
NuWave Investment Management
New Jersey
$6K +$4.63K +140 +560%
RA
455
Rational Advisors
New York
$6K +$4.63K +140 +560%
RWML
456
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.65K
LWM
457
Lenox Wealth Management
Ohio
$5K -$5.36K -162 -53%
AWM
458
AllSquare Wealth Management
New York
$5K
BFEC
459
Benjamin F. Edwards & Company
Missouri
$5K
EWM
460
Endurance Wealth Management
Rhode Island
$5K
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$5K +$265 +8 +5%
FANJ
462
Financial Architects (New Jersey)
New Jersey
$4K
PK
463
Pflug Koory
Nebraska
$4K
TIM
464
Tortoise Investment Management
New York
$4K
WAP
465
Wealthcare Advisory Partners
Pennsylvania
$4K
QCIG
466
Quad-Cities Investment Group
Iowa
$4K +$33 +1 +0.9%
SIS
467
Sound Income Strategies
Florida
$4K +$165 +5 +4%
AF
468
Advisornet Financial
Minnesota
$3K
CHP
469
Cable Hill Partners
Oregon
$3K
RIA
470
RPG Investment Advisory
California
$3K
VNA
471
Valley National Advisers
Pennsylvania
$3K
HI
472
Hudock Inc
Pennsylvania
$3K +$33 +1 +0.9%
MPIA
473
Mountain Pacific Investment Advisers
Idaho
$3K +$2.65K +80 New
WSTAM
474
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3.11K +94 New
WCM
475
Whitener Capital Management
North Carolina
$3K +$3.31K +100 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.