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Baker Hughes

674 hedge funds and large institutions have $28.2B invested in Baker Hughes in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 234 increasing their positions, 222 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

173% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 51

35% more capital invested

Capital invested by funds: $20.9B → $28.2B (+$7.28B)

13% more funds holding

Funds holding: 599674 (+75)

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 222

2.85% less ownership

Funds ownership: 98.68%95.83% (-2.9%)

17% less call options, than puts

Call options by funds: $77.8M | Put options by funds: $93.4M

Holders
674
Holders Change
+75
Holders Change %
+12.52%
% of All Funds
10.83%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
139
Increased
234
Reduced
222
Closed
51
Calls
$77.8M
Puts
$93.4M
Net Calls
-$15.6M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$175M +$27.4M +994,511 +20%
EAM
27
Eagle Asset Management
Florida
$173M +$1.47M +53,184 +0.9%
ClearBridge Investments
28
ClearBridge Investments
New York
$162M +$63.8M +2,313,417 +73%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$148M -$16.4M -595,978 -11%
Bank of America
30
Bank of America
North Carolina
$148M -$1.43M -51,688 -1%
N
31
Nuveen
North Carolina
$142M +$17.1M +619,349 +15%
CVA
32
Ceredex Value Advisors
Florida
$131M -$40.8M -1,479,254 -25%
Swiss National Bank
33
Swiss National Bank
Switzerland
$121M -$4.27M -154,832 -4%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$97.5M -$4.04M -146,568 -4%
Brown Advisory
35
Brown Advisory
Maryland
$91.1M +$1.2M +43,581 +1%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$90.6M +$1.03M +37,398 +1%
Franklin Resources
37
Franklin Resources
California
$90.1M -$91.3M -3,309,280 -52%
Goldman Sachs
38
Goldman Sachs
New York
$81.7M +$3.73M +135,042 +5%
EPFB
39
Employees Provident Fund Board
Malaysia
$78.8M
HSBC Holdings
40
HSBC Holdings
United Kingdom
$77.9M +$17.7M +642,480 +32%
IIM
41
INTECH Investment Management
Florida
$72.5M -$11.6M -419,775 -15%
SSM
42
Sound Shore Management
Connecticut
$69M -$37.9M -1,375,005 -37%
PCA
43
Personal Capital Advisors
California
$68.3M -$85.4K -3,094 -0.1%
UBS Group
44
UBS Group
Switzerland
$67.8M +$25.7M +931,325 +68%
Canada Life
45
Canada Life
Manitoba, Canada
$62.2M -$993K -35,981 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$62M -$1.53M -55,620 -3%
Citigroup
47
Citigroup
New York
$61.8M -$39.4M -1,427,835 -41%
Barclays
48
Barclays
United Kingdom
$61.3M +$21.1M +765,949 +58%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$60.8M -$108K -3,911 -0.2%
CS
50
Credit Suisse
Switzerland
$59.1M +$4.66M +168,905 +9%

BKR Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2022, worth a combined $28.2B — up 35% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new BKR positions and 51 closed out — a net gain of 88 holders — while 234 added to existing stakes and 222 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $196M. The largest seller was General Electric, cutting an estimated $721M.

  • 674 institutional investors held Baker Hughes (BKR) as of Q4 2022, up from 599 in Q3 2022.
  • Funds reported $28.2B of Baker Hughes stock for Q4 2022, up 35% quarter-over-quarter.
  • 139 funds opened new Baker Hughes positions in Q4 2022 and 51 closed out, a net change of +88 holders.
  • The largest Baker Hughes buyer in Q4 2022 was Dodge & Cox, an estimated $196M added.
  • The largest Baker Hughes seller in Q4 2022 was General Electric, an estimated $721M sold.

Based on aggregated 13F filings for Q4 2022.