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Baker Hughes
BKR

751 hedge funds and large institutions have $30.6B invested in Baker Hughes in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 310 increasing their positions, 268 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 268

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4% less capital invested

Capital invested by funds: $31.7B → $30.6B (-$1.14B)

1.09% less ownership

Funds ownership: 92.41% → 91.32% (-1.1%)

2% less funds holding

Funds holding: 767 → 751 (-16)

10% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 89

18% less call options, than puts

Call options by funds: $136M | Put options by funds: $165M

Holders
751
Holders Change
-16
Holders Change %
-2.09%
% of All Funds
10.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
80
Increased
310
Reduced
268
Closed
89
Calls
$136M
Puts
$165M
Net Calls
-$29.1M
Net Calls Change
-$45.7M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$416M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$249M
3
Millennium Management
Millennium Management
New York
+$172M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Dodge & Cox
Dodge & Cox
California
+$122M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$835M
2
Morgan Stanley
Morgan Stanley
New York
-$336M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$293M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
5
Goldman Sachs
Goldman Sachs
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
Paloma Partners
Connecticut
$206K -$448K -14,529 -70%
SCA
577
Stonebridge Capital Advisors
Minnesota
$205K -$278 -9 -0.1%
DAS
578
Dynamic Advisor Solutions
Arizona
$204K +$188K +6,085 New
WTC
579
WhitTier Trust Company
Nevada
$204K +$216 +7 +0.1%
NP
580
NorthRock Partners
Minnesota
$202K +$186K +6,037 New
IWA
581
Icon Wealth Advisors
Texas
$195K +$2.87K +93 +2%
BEI
582
Benjamin Edwards Inc
Missouri
$184K +$73.8K +2,394 +77%
QCG
583
Quadrant Capital Group
Ohio
$179K -$863 -28 -0.5%
SIM
584
Sentry Investment Management
Wisconsin
$176K – – –
AF
585
Allworth Financial
California
$174K +$122K +3,955 +319%
EWA
586
EverSource Wealth Advisors
Alabama
$165K +$4.59K +149 +3%
CUAMC
587
China Universal Asset Management Company
China
$151K +$78K +2,530 +127%
GI
588
GAMMA Investing
California
$145K +$8.05K +261 +6%
CTC
589
Central Trust Company
Missouri
$142K +$2.59K +84 +2%
TH
590
TCTC Holdings
Texas
$131K – – –
FDCDDQ
591
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K +$43.4K +1,406 +61%
AGWCA
592
Annis Gardner Whiting Capital Advisors
Florida
$118K +$41.7K +1,351 +63%
BTI
593
Blue Trust Inc
Georgia
$107K +$23.5K +761 +31%
LS
594
Livforsakringsbolaget Skandia
Sweden
$105K – – –
IRC
595
Investors Research Corp
Georgia
$103K – – –
WIM
596
Westside Investment Management
California
$101K – – –
QT
597
Quantbot Technologies
New York
$97.9K +$90.1K +2,921 New
PS
598
Principal Securities
Iowa
$96.1K +$3.12K +101 +4%
CFG
599
CKW Financial Group
Hawaii
$90K +$6.17K +200 +8%
LC
600
Lindbrook Capital
California
$85.1K +$2.34K +76 +3%
22 23
24
25 26

BKR Hedge Fund Activity: Q1 2024 in Review

751 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2024, worth a combined $30.6B — down 3.6% from $31.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of BKR and 80 opened new positions — a net loss of 9 holders — while 268 trimmed existing stakes and 310 added.

The largest buyer was Victory Capital Management, adding an estimated $416M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 751 institutional investors held Baker Hughes (BKR) as of Q1 2024, down from 767 in Q4 2023.
  • Funds reported $30.6B of Baker Hughes stock for Q1 2024, down 3.6% quarter-over-quarter.
  • 80 funds opened new Baker Hughes positions in Q1 2024 and 89 closed out, a net change of -9 holders.
  • The largest Baker Hughes buyer in Q1 2024 was Victory Capital Management, an estimated $416M added.
  • The largest Baker Hughes seller in Q1 2024 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q1 2024.