We are live on ! Find out more
BKR icon

Baker Hughes

486 hedge funds and large institutions have $10.9B invested in Baker Hughes in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 123 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 123

1.98% more ownership

Funds ownership: 96.87%98.85% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 87

1% less funds holding

Funds holding: 493486 (-7)

16% less call options, than puts

Call options by funds: $54.2M | Put options by funds: $64.4M

19% less capital invested

Capital invested by funds: $13.5B → $10.9B (-$2.59B)

Holders
486
Holders Change
-7
Holders Change %
-1.42%
% of All Funds
10.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
84
Increased
216
Reduced
123
Closed
87
Calls
$54.2M
Puts
$64.4M
Net Calls
-$10.3M
Net Calls Change
+$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BHA
526
Beech Hill Advisors
New York
-$245K -7,250 Closed
MWM
527
Mission Wealth Management
California
-$231K -6,818 Closed
KWA
528
KCS Wealth Advisory
California
-$229K -6,772 Closed
IRF
529
IBM Retirement Fund
New York
-$227K -6,701 Closed
SMC
530
Smith, Moore & Co
Missouri
-$223K -6,595 Closed
VDI
531
Vaughan David Investments
Illinois
-$216K -6,393 Closed
RG
532
Rathbones Group
United Kingdom
-$215K -6,368 Closed
PAG
533
Private Advisor Group
New Jersey
-$214K -6,334 Closed
XS
534
XR Securities
Illinois
-$212K -6,281 Closed
PI
535
Putnam Investments
Massachusetts
-$212K -6,279 Closed
JMPWA
536
JP Morgan Private Wealth Advisors
California
-$208K -6,154 Closed
CS
537
Cannell & Spears
New York
-$208K -6,151 Closed
PCM
538
Pointe Capital Management
Michigan
-$204K -6,023 Closed
GG
539
Gofen & Glossberg
Illinois
-$203K -5,990 Closed
KCM
540
Kanawha Capital Management
Virginia
-$201K -5,935 Closed
FMT
541
First Mercantile Trust
Tennessee
-$143K -4,228 Closed
Schroder Investment Management Group
542
Schroder Investment Management Group
United Kingdom
-$129K -3,800 Closed
KJWM
543
Kiley Juergens Wealth Management
Washington
-$96K -2,859 Closed
Group One Trading
544
Group One Trading
Illinois
-$59.5K -2,330 Closed
SPIA
545
Steward Partners Investment Advisory
New York
-$63K -1,874 Closed
AA
546
Ancora Advisors
Ohio
-$43K -1,282 Closed
WA
547
WP Advisors
California
-$41K -1,226 Closed
SWP
548
Stratos Wealth Partners
Ohio
-$38K -1,138 Closed
APP
549
Avantax Planning Partners
Iowa
-$37K -1,093 Closed
SFM
550
Signet Financial Management
New Jersey
-$37K -1,083 Closed

BKR Hedge Fund Activity: Q4 2018 in Review

486 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2018, worth a combined $10.9B — down 19% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of BKR and 84 opened new positions — a net loss of 3 holders — while 123 trimmed existing stakes and 216 added.

The largest buyer was Dodge & Cox, adding an estimated $388M. The largest seller was Harris Associates, cutting an estimated $63.1M.

  • 486 institutional investors held Baker Hughes (BKR) as of Q4 2018, down from 493 in Q3 2018.
  • Funds reported $10.9B of Baker Hughes stock for Q4 2018, down 19% quarter-over-quarter.
  • 84 funds opened new Baker Hughes positions in Q4 2018 and 87 closed out, a net change of -3 holders.
  • The largest Baker Hughes buyer in Q4 2018 was Dodge & Cox, an estimated $388M added.
  • The largest Baker Hughes seller in Q4 2018 was Harris Associates, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.