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Baker Hughes
BKR

890 hedge funds and large institutions have $37.8B invested in Baker Hughes in 2024 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 287 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 58

17% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 287

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more funds holding

Funds holding: 784 → 890 (+106)

13% more capital invested

Capital invested by funds: $33.3B → $37.8B (+$4.48B)

0.42% more ownership

Funds ownership: 92.68% → 93.1% (+0.42%)

11% less call options, than puts

Call options by funds: $224M | Put options by funds: $251M

Holders
890
Holders Change
+106
Holders Change %
+13.52%
% of All Funds
11.72%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
176
Increased
337
Reduced
287
Closed
58
Calls
$224M
Puts
$251M
Net Calls
-$27.1M
Net Calls Change
+$41.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$419M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$129M
3
CAM
Congress Asset Management
Massachusetts
+$105M
4
UBS Group
UBS Group
Switzerland
+$103M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$90.9M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$173M
2
Fidelity International
Fidelity International
Bermuda
-$140M
3
Deutsche Bank
Deutsche Bank
Germany
-$106M
4
BlackRock
BlackRock
New York
-$106M
5
State Street
State Street
Massachusetts
-$92.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
651
Wealthcare Advisory Partners
Pennsylvania
$267K +$262K +6,498 New
SMA
652
Sage Mountain Advisors
Georgia
$264K +$260K +6,440 New
HC
653
Hamilton Capital
Ohio
$263K -$2.82K -70 -1%
SC
654
Steph & Co
Wisconsin
$263K -$41.4K -1,026 -14%
ANTB
655
AMG National Trust Bank
Colorado
$262K -$123K -3,041 -32%
JSW
656
Journey Strategic Wealth
New Jersey
$258K -$62.6K -1,551 -20%
FBT
657
First Bank & Trust
South Dakota
$257K +$253K +6,267 New
VCM
658
Voleon Capital Management
California
$257K +$253K +6,264 New
BBI
659
Baxter Bros Inc
Connecticut
$254K +$249K +6,184 New
SIA
660
Schechter Investment Advisors
Michigan
$253K +$249K +6,178 New
AAMC
661
Asset Allocation & Management Company
Illinois
$248K +$244K +6,045 New
WMA
662
West Michigan Advisors
Michigan
$247K +$242K +6,010 New
PPWP
663
Premier Path Wealth Partners
New Jersey
$242K +$238K +5,909 New
PCIA
664
Prime Capital Investment Advisors
Kansas
$238K +$234K +5,814 New
IAA
665
Independent Advisor Alliance
North Carolina
$238K +$234K +5,803 New
FRA
666
Frank Rimerman Advisors
California
$236K +$232K +5,745 New
JWCA
667
J.W. Cole Advisors
Florida
$235K -$12.2K -303 -5%
NRD
668
Nebula Research & Development
New York
$233K +$229K +5,671 New
IWA
669
Icon Wealth Advisors
Texas
$226K -$6.74K -167 -3%
RCA
670
Resonant Capital Advisors
Wisconsin
$226K +$222K +5,506 New
SMC
671
Smith, Moore & Co
Missouri
$222K +$218K +5,417 New
MFG
672
Magnus Financial Group
New York
$221K -$6.74K -167 -3%
FAM
673
Formidable Asset Management
Ohio
$217K +$213K +5,283 New
BONH
674
Bank of New Hampshire
New Hampshire
$216K -$41.3K -1,025 -16%
SF
675
Summit Financial
New Jersey
$213K +$210K +5,197 New
25 26
27
28 29

BKR Hedge Fund Activity: Q4 2024 in Review

890 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2024, worth a combined $37.8B — up 13% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new BKR positions and 58 closed out — a net gain of 118 holders — while 337 added to existing stakes and 287 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $419M. The largest seller was ClearBridge Investments, cutting an estimated $173M.

  • 890 institutional investors held Baker Hughes (BKR) as of Q4 2024, up from 784 in Q3 2024.
  • Funds reported $37.8B of Baker Hughes stock for Q4 2024, up 13% quarter-over-quarter.
  • 176 funds opened new Baker Hughes positions in Q4 2024 and 58 closed out, a net change of +118 holders.
  • The largest Baker Hughes buyer in Q4 2024 was JP Morgan Chase, an estimated $419M added.
  • The largest Baker Hughes seller in Q4 2024 was ClearBridge Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2024.