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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
576
SouthState Corp
Florida
$27.9K
DWMG
577
DB Wealth Management Group
California
$27.3K
VCM
578
Versant Capital Management
Arizona
$27.2K
TAIM
579
TD Ameritrade Investment Management
Nebraska
$25K -$2.66K -88 -9%
GWS
580
Glassman Wealth Services
Virginia
$24.4K +$8.71K +288 +52%
CWC
581
Carolinas Wealth Consulting
North Carolina
$23.7K +$19.8K +653 +391%
QL
582
Quarry LP
New York
$23.1K +$10.5K +346 +76%
SWM
583
Spire Wealth Management
Virginia
$22.9K +$18.1K +598 +304%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$21.3K +$12.3K +406 +122%
CA
585
Clearstead Advisors
Ohio
$20.1K +$4.69K +155 +29%
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$20.1K
DIP
587
DT Investment Partners
Pennsylvania
$19.9K
CFB
588
Cullen/Frost Bankers
Texas
$19.7K -$1.09K -36 -5%
CSPAM
589
Cary Street Partners Asset Management
Virginia
$18.8K
CCA
590
Catalyst Capital Advisors
New York
$17.6K -$4.57K -151 -20%
RTL
591
Red Tortoise LLC
Georgia
$17.1K -$14.9K -491 -45%
PB
592
Pinnacle Bancorp
Nebraska
$16.3K
RTC
593
Riverview Trust Company
Washington
$15.4K
SN
594
Sittner & Nelson
Oregon
$15.1K +$15.8K +524 New
IFAM
595
Institutional & Family Asset Management
Colorado
$14.6K
GIA
596
GHP Investment Advisors
Colorado
$14.4K
AF
597
Advisornet Financial
Minnesota
$14K +$1.24K +41 +9%
TFGT
598
TS Financial Group (TSFG)
Illinois
$14K +$30 +1 +0.2%
AI
599
AXS Investments
New York
$13.8K -$212 -7 -1%
AF
600
Allworth Financial
California
$12.6K +$3.78K +125 +40%

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.