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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
SC
551
Steph & Co
Wisconsin
$64.4K
BC
552
Bartlett & Co
Ohio
$64K
ICM
553
Islay Capital Management
Texas
$63.5K +$60.5K +2,000 +1,000%
CFG
554
CKW Financial Group
Hawaii
$61K
Loomis, Sayles & Company
555
Loomis, Sayles & Company
Massachusetts
$60K
DSC
556
Duncker Streett & Co
Missouri
$57.7K
WWP
557
WR Wealth Planners
Missouri
$57.7K +$60.5K +2,000 New
TPCW
558
TD Private Client Wealth
New York
$56K +$4.57K +151 +8%
PTC
559
Private Trust Company
Ohio
$54.4K +$1.03K +34 +2%
QC
560
Quent Capital
New York
$53.1K -$1.12K -37 -2%
WTA
561
Washington Trust Advisors
Massachusetts
$52.7K -$3.87K -128 -7%
Lazard Asset Management
562
Lazard Asset Management
New York
$49K
IA
563
IFP Advisors
Florida
$47.9K -$10.1K -333 -20%
WT
564
Washington Trust
Rhode Island
$47.6K +$1.36K +45 +3%
TJHA
565
Thomas J. Herzfeld Advisors
Florida
$43.5K +$4.48K +148 +11%
LS
566
Livforsakringsbolaget Skandia
Sweden
$43K
C
567
Covestor
United Kingdom
$41K +$5.84K +193 +16%
CFGS
568
Concourse Financial Group Securities
Alabama
$39.2K -$2.51K -83 -6%
LC
569
Lindbrook Capital
California
$39.1K -$126K -4,152 -75%
SSB
570
Sandy Spring Bank
Maryland
$38.7K +$1.48K +49 +4%
BWA
571
BDO Wealth Advisors
Florida
$36.1K +$37.8K +1,250 New
PHAM
572
Portland Hill Asset Management
United Kingdom
$35K
BFPW
573
BOK Financial Private Wealth
Colorado
$34.4K +$36.1K +1,192 New
HIIFS
574
Harel Insurance Investments & Financial Services
Israel
$34K -$13.5K -447 -27%
FCA
575
FinTrust Capital Advisors
South Carolina
$28.7K

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.