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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
JCP
526
Jennifer C. Price
$144K
QCG
527
Quadrant Capital Group
Ohio
$143K +$25.7K +851 +21%
Bank Julius Baer & Co
528
Bank Julius Baer & Co
Switzerland
$123K -$52.2K -1,727 -29%
CTC
529
Central Trust Company
Missouri
$120K
S
530
SignatureFD
Georgia
$115K +$4.75K +157 +4%
TH
531
TCTC Holdings
Texas
$113K
HT
532
Headlands Technologies
Illinois
$113K +$118K +3,904 New
KI
533
Kapitalo Investimentos
Brazil
$107K +$112K +3,714 New
ZB
534
Zions Bancorporation
Utah
$95.4K -$5.35K -177 -5%
TWA
535
TCI Wealth Advisors
Arizona
$93.3K +$60 +2 +0.1%
DMBA
536
Deseret Mutual Benefit Administrators
Utah
$89.5K
IRC
537
Investors Research Corp
Georgia
$88.7K
GRP
538
Global Retirement Partners
California
$87.4K -$6.32K -209 -6%
WIM
539
Westside Investment Management
California
$86.6K
HFS
540
Hantz Financial Services
Michigan
$85K +$13.1K +433 +17%
ASN
541
Advisory Services Network
Georgia
$79.7K +$26K +859 +45%
BAM
542
Belpointe Asset Management
Nevada
$76K +$23K +760 +41%
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$76K -$5.9K -195 -7%
HFM
544
Harvest Fund Management
China
$75K +$36.3K +1,200 +86%
BEI
545
Benjamin Edwards Inc
Missouri
$73K +$8.53K +282 +13%
CLOS
546
Compagnie Lombard Odier SCmA
Switzerland
$67.4K
AAS
547
Ameritas Advisory Services
Nebraska
$66.7K +$69.9K +2,311 New
KFI
548
Key Financial Inc
Pennsylvania
$65.7K
BBHC
549
Brown Brothers Harriman & Co
New York
$64.8K +$6.59K +218 +11%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$64.4K

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.