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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
HGERS
701
Householder Group Estate & Retirement Specialist
Arizona
$4.29K -$3.08K -100 -44%
FCAS
702
First Command Advisory Services
Texas
$4.05K +$3.73K +121 New
FMTCOCP
703
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
FCG
704
Financial Connections Group
California
$4K +$2.77K +90 New
SS
705
Sunbelt Securities
Texas
$3.95K – – –
TIM
706
Tortoise Investment Management
New York
$3.79K – – –
BFPW
707
BOK Financial Private Wealth
Colorado
$3.62K -$36.8K -1,192 -92%
YAL
708
Your Advocates Ltd
Texas
$3.35K – – –
TCA
709
Trifecta Capital Advisors
Illinois
$2.85K – – –
SIC
710
SJS Investment Consulting
Ohio
$2.81K -$432 -14 -14%
USB
711
Union Savings Bank
Connecticut
$2.61K +$2.4K +78 New
CWC
712
Carolinas Wealth Consulting
North Carolina
$2.55K +$154 +5 +7%
First Manhattan
713
First Manhattan
New York
$2.09K – – –
FUBT
714
First United Bank & Trust
Maryland
$2.01K – – –
TFA
715
Toth Financial Advisory
Virginia
$2.01K – – –
PCM
716
Penserra Capital Management
California
$2K -$141K -4,574 -98%
PVH
717
Psagot Value Holdings
Israel
$2K -$7.15K -232 -78%
VNA
718
Valley National Advisers
Pennsylvania
$2K -$3.55K -115 -66%
FGAM
719
Financial Gravity Asset Management
Texas
$1.97K +$1.17K +38 +190%
SA
720
Scarborough Advisors
Maryland
$1.91K – – –
DPW
721
DiNuzzo Private Wealth
Pennsylvania
$1.88K -$31 -1 -2%
AP
722
Aspect Partners
Virginia
$1.81K – – –
SIC
723
Salem Investment Counselors
North Carolina
$1.81K +$1.67K +54 New
EBA
724
Eagle Bay Advisors
New York
$1.68K – – –
AFG
725
Albion Financial Group
Utah
$1.68K – – –
27 28
29
30 31

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.