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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
TCA
651
Trifecta Capital Advisors
Illinois
$2.45K
SIC
652
SJS Investment Consulting
Ohio
$2.42K +$333 +11 +15%
DI
653
Disciplined Investments
Oklahoma
$2.19K +$454 +15 +25%
GI
654
Gradient Investments
Minnesota
$2.17K -$4.54K -150 -67%
SWA
655
Sutton Wealth Advisors
Florida
$2.02K
AW
656
Avion Wealth
Texas
$2K
ONST
657
Old North State Trust
North Carolina
$2K
ADL
658
Asset Dedication LLC
California
$2K +$847 +28 +147%
PMFA
659
Plante Moran Financial Advisors
Michigan
$1.96K
ETC
660
Exchange Traded Concepts
Oklahoma
$1.79K -$605 -20 -24%
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.53K
EBA
662
Eagle Bay Advisors
New York
$1.45K
AFG
663
Albion Financial Group
Utah
$1.44K
RFA
664
Register Financial Advisors
Georgia
$1.41K +$1.48K +49 New
First Manhattan
665
First Manhattan
New York
$1.33K -$5.84K -193 -81%
JGIA
666
Jackson Grant Investment Advisers
Connecticut
$1.24K +$1.3K +43 New
BWM
667
BerganKDV Wealth Management
Minnesota
$1.13K
PCM
668
Penserra Capital Management
California
$1K
RCM
669
Raleigh Capital Management
North Carolina
$873
HGWM
670
Harvest Group Wealth Management
Massachusetts
$837 -$212 -7 -19%
CAC
671
Core Alternative Capital
Georgia
$750 +$786 +26 New
SWA
672
SOA Wealth Advisors
New York
$738 +$30 +1 +4%
HCM
673
Hollencrest Capital Management
California
$722
Commonwealth Equity Services
674
Commonwealth Equity Services
Massachusetts
$626 -$59.6K -1,971 -8%
GFPC
675
Global Financial Private Client
Florida
$508

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.