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Baker Hughes

566 hedge funds and large institutions have $24.2B invested in Baker Hughes in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 231 increasing their positions, 163 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

42% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 163

7% more funds holding

Funds holding: 531566 (+35)

3% less capital invested

Capital invested by funds: $24.9B → $24.2B (-$719M)

6.34% less ownership

Funds ownership: 121.94%115.6% (-6.3%)

22% less call options, than puts

Call options by funds: $110M | Put options by funds: $140M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
566
Holders Change
+35
Holders Change %
+6.59%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
98
Increased
231
Reduced
163
Closed
59
Calls
$110M
Puts
$140M
Net Calls
-$30.7M
Net Calls Change
-$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
601
Meeder Asset Management
Ohio
-$157K -6,340 Closed
SIM
602
Sentry Investment Management
Wisconsin
-$156K -6,295 Closed
Walleye Trading
603
Walleye Trading
New York
-$131K -5,322 Closed
CSS
604
Cubist Systematic Strategies
Connecticut
-$84K -3,400 Closed
CI
605
CX Institutional
Indiana
-$71K -2,889 Closed
OSAM
606
O'Shaughnessy Asset Management
Connecticut
-$54K -2,171 Closed
HA
607
Herold Advisors
New York
-$49K -2,000 Closed
RTL
608
Red Tortoise LLC
Georgia
-$24K -1,175 Closed
SGAM
609
Smith Group Asset Management
Texas
-$22K -888 Closed
CBT
610
CoreFirst Bank & Trust
Kansas
-$11K -425 Closed
EWA
611
Evolution Wealth Advisors
Florida
-$8K -315 Closed
RA
612
Resolute Advisors
California
-$5K -198 Closed
CA
613
Clearstead Advisors
Ohio
-$3.21K -130 -87%
CFD
614
Creative Financial Designs
Indiana
-$1K -53 Closed
JCM
615
Jacobi Capital Management
Pennsylvania
-$1K -50 Closed
ADL
616
Asset Dedication LLC
California
-$1K -40 Closed
HR
617
Howe & Rusling
New York
-$1K -36 Closed
FFWM
618
Future Financial Wealth Management
Ohio
+$74 +3 New
CWS
619
Confluence Wealth Services
Pennsylvania
+$173 +7 New
CWM
620
Curi Wealth Management
North Carolina
+$198 +8 New
LF
621
Lee Financial
Texas
+$247 +10 New
AA
622
Addison Advisors
Vermont
+$272 +11 New
CSWM
623
Cassady Schiller Wealth Management
Ohio
+$444 +18 New

BKR Hedge Fund Activity: Q4 2021 in Review

566 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2021, worth a combined $24.2B — down 2.9% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BKR positions and 59 closed out — a net gain of 39 holders — while 231 added to existing stakes and 163 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $699M. The largest seller was General Electric, cutting an estimated $1.17B.

  • 566 institutional investors held Baker Hughes (BKR) as of Q4 2021, up from 531 in Q3 2021.
  • Funds reported $24.2B of Baker Hughes stock for Q4 2021, down 2.9% quarter-over-quarter.
  • 98 funds opened new Baker Hughes positions in Q4 2021 and 59 closed out, a net change of +39 holders.
  • The largest Baker Hughes buyer in Q4 2021 was Capital Research Global Investors, an estimated $699M added.
  • The largest Baker Hughes seller in Q4 2021 was General Electric, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2021.