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Baker Hughes

516 hedge funds and large institutions have $25.6B invested in Baker Hughes in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 199 increasing their positions, 148 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 148

9% more capital invested

Capital invested by funds: $23.5B → $25.6B (+$2.1B)

8% more funds holding

Funds holding: 476516 (+40)

2% less call options, than puts

Call options by funds: $127M | Put options by funds: $129M

2.25% less ownership

Funds ownership: 155.69%153.44% (-2.2%)

Holders
516
Holders Change
+40
Holders Change %
+8.4%
% of All Funds
10.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
115
Increased
199
Reduced
148
Closed
66
Calls
$127M
Puts
$129M
Net Calls
-$2.23M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
26
Carillon Tower Advisers
Florida
$84.3M +$45.2M +1,987,027 +152%
Fidelity International
27
Fidelity International
Bermuda
$82M +$425K +18,691 +0.6%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$78.1M +$6.72M +295,527 +11%
KP
29
Kiltearn Partners
United Kingdom
$76.7M -$7.55M -332,000 -10%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$73.1M -$4.69M -206,033 -7%
UBS AM
31
UBS AM
Illinois
$71.4M +$8.49M +373,206 +15%
TG
32
TCW Group
California
$70.2M +$1.51M +66,260 +2%
EAM
33
Eagle Asset Management
Florida
$67.9M +$22.8M +1,001,322 +61%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$63.9M +$2.36M +103,600 +4%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$62.7M -$7.67M -337,414 -12%
PPA
36
Parametric Portfolio Associates
Washington
$57.9M +$5.41M +237,952 +12%
Swiss National Bank
37
Swiss National Bank
Switzerland
$51M -$994K -43,700 -2%
SI
38
Scout Investments
Missouri
$50.7M +$44.9M +1,976,625 New
Two Sigma Investments
39
Two Sigma Investments
New York
$50.4M +$7.65M +336,264 +21%
TSW
40
Thompson Siegel & Walmsley
Virginia
$47.7M +$4.56M +200,681 +12%
VanEck Associates
41
VanEck Associates
New York
$40.6M +$2M +87,879 +6%
PFC
42
Poplar Forest Capital
California
$39.3M -$4.62M -203,279 -12%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$39.1M +$12M +527,900 +53%
Canada Life
44
Canada Life
Manitoba, Canada
$38.8M +$7.97M +350,575 +30%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$37.5M -$3.15M -138,451 -9%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$37.1M +$6.17M +271,505 +23%
Millennium Management
47
Millennium Management
New York
$35.1M -$35.8M -1,576,343 -53%
PCA
48
Personal Capital Advisors
California
$34M -$1.93M -85,047 -6%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$33.5M -$39.8M -1,751,304 -57%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$32.8M +$1.08M +47,343 +4%

BKR Hedge Fund Activity: Q4 2019 in Review

516 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2019, worth a combined $25.6B — up 8.9% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BKR positions and 66 closed out — a net gain of 49 holders — while 199 added to existing stakes and 148 trimmed.

The largest buyer was Capital World Investors, adding an estimated $162M. The largest seller was Citadel Advisors, cutting an estimated $276M.

  • 516 institutional investors held Baker Hughes (BKR) as of Q4 2019, up from 476 in Q3 2019.
  • Funds reported $25.6B of Baker Hughes stock for Q4 2019, up 8.9% quarter-over-quarter.
  • 115 funds opened new Baker Hughes positions in Q4 2019 and 66 closed out, a net change of +49 holders.
  • The largest Baker Hughes buyer in Q4 2019 was Capital World Investors, an estimated $162M added.
  • The largest Baker Hughes seller in Q4 2019 was Citadel Advisors, an estimated $276M sold.

Based on aggregated 13F filings for Q4 2019.