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Baker Hughes
BKR

531 hedge funds and large institutions have $24.9B invested in Baker Hughes in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 226 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

35% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 167

16% more call options, than puts

Call options by funds: $132M | Put options by funds: $115M

8% more capital invested

Capital invested by funds: $23.1B → $24.9B (+$1.81B)

3% less funds holding

Funds holding: 549 → 531 (-18)

8.66% less ownership

Funds ownership: 130.6% → 121.94% (-8.7%)

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

Holders
531
Holders Change
-18
Holders Change %
-3.28%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
62
Increased
226
Reduced
167
Closed
75
Calls
$132M
Puts
$115M
Net Calls
+$17.8M
Net Calls Change
+$22.8M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$334M
2
BlackRock
BlackRock
New York
+$203M
3
Norges Bank
Norges Bank
Norway
+$164M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$164M
5
State Street
State Street
Massachusetts
+$163M

Top Sellers

Rank Fund Capital Flow
1
GE
General Electric
Ohio
-$1.2B
2
Renaissance Technologies
Renaissance Technologies
New York
-$83.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.7M
4
KBC Group
KBC Group
Belgium
-$52.1M
5
Goldman Sachs
Goldman Sachs
New York
-$51M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
501
Hexagon Capital Partners
Arkansas
$5K +$4.59K +206 New
AIM
502
Anchor Investment Management
South Carolina
$4.95K – – –
FMTCOCP
503
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
PCG
504
Private Capital Group
Connecticut
$4K – – –
Nisa Investment Advisors
505
Nisa Investment Advisors
Missouri
$3.6K -$176K -7,900 -5%
TIM
506
Tortoise Investment Management
New York
$3K – – –
FWM
507
Focused Wealth Management
New York
$3K +$22 +1 +1%
SWM
508
Spire Wealth Management
Virginia
$3K +$735 +33 +34%
CA
509
Clearstead Advisors
Ohio
$3K +$2.9K +130 +650%
CWC
510
Carolinas Wealth Consulting
North Carolina
$2K – – –
YAL
511
Your Advocates Ltd
Texas
$2K – – –
FPS
512
Fieldpoint Private Securities
Connecticut
$2K +$1.38K +62 New
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$2K +$1.98K +89 New
SWA
514
Sutton Wealth Advisors
Florida
$1.51K +$134 +6 +11%
ACA
515
Atlas Capital Advisors
Wyoming
$1.51K -$84.1K -3,775 -98%
AFG
516
Albion Financial Group
Utah
$1K – – –
ADL
517
Asset Dedication LLC
California
$1K – – –
BWM
518
BerganKDV Wealth Management
Minnesota
$1K – – –
CFD
519
Creative Financial Designs
Indiana
$1K – – –
FMP
520
Financial Management Professionals
Texas
$1K – – –
HPC
521
HM Payson & Co
Maine
$1K – – –
JCM
522
Jacobi Capital Management
Pennsylvania
$1K – – –
LWA
523
Lenox Wealth Advisors
New York
$1K +$245 +11 +85%
GAM
524
Gemmer Asset Management
California
$1K +$601 +27 New
HR
525
Howe & Rusling
New York
$1K +$802 +36 New
19 20
21
22 23

BKR Hedge Fund Activity: Q3 2021 in Review

531 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q3 2021, worth a combined $24.9B — up 7.8% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of BKR and 62 opened new positions — a net loss of 13 holders — while 167 trimmed existing stakes and 226 added.

The largest buyer was Capital World Investors, adding an estimated $334M. The largest seller was General Electric, cutting an estimated $1.2B.

  • 531 institutional investors held Baker Hughes (BKR) as of Q3 2021, down from 549 in Q2 2021.
  • Funds reported $24.9B of Baker Hughes stock for Q3 2021, up 7.8% quarter-over-quarter.
  • 62 funds opened new Baker Hughes positions in Q3 2021 and 75 closed out, a net change of -13 holders.
  • The largest Baker Hughes buyer in Q3 2021 was Capital World Investors, an estimated $334M added.
  • The largest Baker Hughes seller in Q3 2021 was General Electric, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2021.