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Baker Hughes
BKR

533 hedge funds and large institutions have $12.3B invested in Baker Hughes in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 181 increasing their positions, 189 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $38.2M

23% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 80

3% more funds holding

Funds holding: 518 → 533 (+15)

0.98% more ownership

Funds ownership: 90.11% → 91.1% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 189

13% less capital invested

Capital invested by funds: $14.1B → $12.3B (-$1.79B)

Holders
533
Holders Change
+15
Holders Change %
+2.9%
% of All Funds
12.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
98
Increased
181
Reduced
189
Closed
80
Calls
$69.2M
Puts
$38.2M
Net Calls
+$31M
Net Calls Change
+$36.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$495M
2
Dodge & Cox
Dodge & Cox
California
+$277M
3
Invesco
Invesco
Georgia
+$210M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
5
Renaissance Technologies
Renaissance Technologies
New York
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
-$1.15B
2
HCM
Highfields Capital Management
Massachusetts
-$168M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$99.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$85.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$64.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$67.2M +$63.1M +1,965,800 +1,238%
Charles Schwab
27
Charles Schwab
California
$65.3M +$3.15M +98,233 +5%
Goldman Sachs
28
Goldman Sachs
New York
$63.5M +$423K +13,172 +0.7%
GC
29
Guggenheim Capital
Illinois
$59.2M +$23.9M +744,771 +66%
TCIM
30
TIAA CREF Investment Management
New York
$57.3M -$2.68M -83,454 -4%
Millennium Management
31
Millennium Management
New York
$55.4M +$11.3M +351,409 +25%
WRF
32
Waddell & Reed Financial
Kansas
$54.2M +$284K +8,860 +0.5%
Wells Fargo
33
Wells Fargo
California
$47.9M -$17.3M -540,707 -26%
AQR Capital Management
34
AQR Capital Management
Connecticut
$47.9M +$34.7M +1,081,699 +251%
Swiss National Bank
35
Swiss National Bank
Switzerland
$47.4M +$311K +9,700 +0.7%
Capital Research Global Investors
36
Capital Research Global Investors
California
$47.3M -$99.7M -3,106,099 -67%
LCM
37
Laurion Capital Management
New York
$47.3M +$46.2M +1,438,709 +2,602%
Deutsche Bank
38
Deutsche Bank
Germany
$45.5M +$18.6M +579,511 +68%
Morgan Stanley
39
Morgan Stanley
New York
$42.4M -$15.2M -473,476 -26%
Two Sigma Investments
40
Two Sigma Investments
New York
$41.6M -$21.1M -658,859 -33%
UBS AM
41
UBS AM
Illinois
$40.7M +$717K +22,349 +2%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$40.6M +$3.21M +100,000 +8%
Ameriprise
43
Ameriprise
Minnesota
$40.1M -$16.1M -500,236 -28%
Capital International Investors
44
Capital International Investors
California
$37.9M – – –
PFC
45
Poplar Forest Capital
California
$37.9M +$2.3M +71,526 +6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$37.1M -$666K -20,761 -2%
TA
47
Teachers Advisors
New York
$35.5M -$2.61M -81,483 -7%
Bank of America
48
Bank of America
North Carolina
$35.5M -$7.9M -246,208 -18%
H
49
Hexavest
Quebec, Canada
$34.8M +$35.2M +1,098,343 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$33M +$3.97M +123,775 +13%
1
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BKR Hedge Fund Activity: Q4 2017 in Review

533 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2017, worth a combined $12.3B — down 13% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BKR positions and 80 closed out — a net gain of 18 holders — while 181 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $495M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $1.15B sold.

  • 533 institutional investors held Baker Hughes (BKR) as of Q4 2017, up from 518 in Q3 2017.
  • Funds reported $12.3B of Baker Hughes stock for Q4 2017, down 13% quarter-over-quarter.
  • 98 funds opened new Baker Hughes positions in Q4 2017 and 80 closed out, a net change of +18 holders.
  • The largest Baker Hughes buyer in Q4 2017 was Fidelity Investments, an estimated $495M added.
  • The largest Baker Hughes seller in Q4 2017 was ValueAct Holdings, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2017.