We are live on ! Find out more
BKR icon

Baker Hughes

682 hedge funds and large institutions have $27.5B invested in Baker Hughes in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 63

28% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 218

15% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $73.6M

1% more funds holding

Funds holding: 674682 (+8)

3% less capital invested

Capital invested by funds: $28.2B → $27.5B (-$758M)

1.87% less ownership

Funds ownership: 95.83%93.96% (-1.9%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
682
Holders Change
+8
Holders Change %
+1.19%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
82
Increased
280
Reduced
218
Closed
63
Calls
$84.5M
Puts
$73.6M
Net Calls
+$11M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
476
SYSTM Wealth Solutions
Illinois
$278K -$210K -6,933 -42%
MG
477
Meritage Group
California
$275K +$44.3K +1,463 +18%
CCM
478
Coldstream Capital Management
Washington
$262K +$23.8K +787 +9%
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$261K +$29.6K +980 +12%
CIC
480
Chase Investment Counsel
Virginia
$260K +$25.4K +840 +10%
VIA
481
Vident Investment Advisory
Georgia
$258K +$4.36K +144 +2%
Janney Montgomery Scott
482
Janney Montgomery Scott
Pennsylvania
$257K -$49.1K -1,622 -15%
BHC
483
Bowen Hanes & Co
Florida
$255K
TLP
484
Trinity Legacy Partners
Texas
$255K
OTL
485
Oak Thistle LLC
New York
$253K +$265K +8,756 New
SFI
486
Siemens Fonds Invest
Germany
$249K -$3.45K -114 -1%
NA
487
NewEdge Advisors
Louisiana
$247K +$165K +5,468 +176%
HWM
488
HB Wealth Management
Georgia
$235K +$14.2K +470 +6%
VIA
489
Virtus Investment Advisers
Connecticut
$234K
RT
490
Rockland Trust
Massachusetts
$230K
BFEC
491
Benjamin F. Edwards & Company
Missouri
$228K +$67.9K +2,244 +40%
GAAM
492
Guinness Atkinson Asset Management
California
$227K -$8.02K -265 -3%
1IA
493
1620 Investment Advisors
Massachusetts
$226K
CTA
494
Chesley Taft & Associates
Illinois
$226K
AWM
495
Avitas Wealth Management
California
$225K +$236K +7,793 New
PFO
496
Pathstone Family Office
New Jersey
$221K -$1.02M -33,599 -81%
VSQM
497
V-Square Quantitative Management
Illinois
$220K +$231K +7,635 New
CSIA
498
Carl Stuart Investment Advisor
Texas
$220K +$7.32K +242 New
B
499
BetterWealth
California
$219K
CT
500
Coastline Trust
Rhode Island
$219K

BKR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2023, worth a combined $27.5B — down 2.7% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BKR positions and 63 closed out — a net gain of 19 holders — while 280 added to existing stakes and 218 trimmed.

The largest buyer was Millennium Management, adding an estimated $123M. The largest seller was Capital Research Global Investors, cutting an estimated $497M.

  • 682 institutional investors held Baker Hughes (BKR) as of Q1 2023, up from 674 in Q4 2022.
  • Funds reported $27.5B of Baker Hughes stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 82 funds opened new Baker Hughes positions in Q1 2023 and 63 closed out, a net change of +19 holders.
  • The largest Baker Hughes buyer in Q1 2023 was Millennium Management, an estimated $123M added.
  • The largest Baker Hughes seller in Q1 2023 was Capital Research Global Investors, an estimated $497M sold.

Based on aggregated 13F filings for Q1 2023.