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Baker Hughes
BKR

754 hedge funds and large institutions have $32.7B invested in Baker Hughes in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 48

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

19% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 235

16% more call options, than puts

Call options by funds: $168M | Put options by funds: $145M

12% more funds holding

Funds holding: 672 → 754 (+82)

9% more capital invested

Capital invested by funds: $30B → $32.7B (+$2.75B)

2.23% less ownership

Funds ownership: 93.67% → 91.44% (-2.2%)

Holders
754
Holders Change
+82
Holders Change %
+12.2%
% of All Funds
11.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
140
Increased
280
Reduced
235
Closed
48
Calls
$168M
Puts
$145M
Net Calls
+$22.6M
Net Calls Change
+$26M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$75.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$70.7M
4
Prudential Financial
Prudential Financial
New Jersey
+$56.3M
5
AIM
Artemis Investment Management
United Kingdom
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$981M
2
JP Morgan Chase
JP Morgan Chase
New York
-$426M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$172M
4
CVA
Ceredex Value Advisors
Florida
-$98.5M
5
American Century Companies
American Century Companies
Missouri
-$74.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
726
Plante Moran Financial Advisors
Michigan
$2.4K – – –
PWMG
727
Prestige Wealth Management Group
New Jersey
$2.3K +$602 +17 +35%
MIM
728
Macroview Investment Management
Maryland
$2.26K +$2.27K +64 New
TFA
729
Toth Financial Advisory
Virginia
$2.12K – – –
HL
730
HeadInvest LLC
Maine
$2K +$2.05K +58 New
VNA
731
Valley National Advisers
Pennsylvania
$2K +$1.77K +50 New
GI
732
Gradient Investments
Minnesota
$1.94K – – –
EBA
733
Eagle Bay Advisors
New York
$1.78K – – –
AFG
734
Albion Financial Group
Utah
$1.77K – – –
RFA
735
Register Financial Advisors
Georgia
$1.73K – – –
BCMLT
736
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.68K – – –
First Manhattan
737
First Manhattan
New York
$1.62K – – –
TAM
738
Tucker Asset Management
Colorado
$1.55K +$1.56K +44 New
MA
739
MCF Advisors
Kentucky
$1.52K – – –
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$1.52K – – –
PCTC
741
Perkins Coie Trust Company
Washington
$1.2K +$1.2K +34 New
CAL
742
Capital Advisors Ltd
Ohio
$1K – – –
Jones Financial Companies
743
Jones Financial Companies
Missouri
$918 +$920 +26 New
TWP
744
TFO Wealth Partners
Ohio
$917 +$850 +24 +480%
SWA
745
SOA Wealth Advisors
New York
$909 – – –
GFPC
746
Global Financial Private Client
Florida
$588 – – –
VAG
747
VisionPoint Advisory Group
Texas
$566 +$566 +16 New
TWD
748
True Wealth Design
Ohio
$495 – – –
GJIA
749
Glass Jacobson Investment Advisors
Maryland
$460 +$460 +13 New
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$459 – – –
28 29
30
31 32

BKR Hedge Fund Activity: Q3 2023 in Review

754 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q3 2023, worth a combined $32.7B — up 9.2% from $30B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BKR positions and 48 closed out — a net gain of 92 holders — while 280 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $82M. The largest seller was Capital Research Global Investors, cutting an estimated $981M.

  • 754 institutional investors held Baker Hughes (BKR) as of Q3 2023, up from 672 in Q2 2023.
  • Funds reported $32.7B of Baker Hughes stock for Q3 2023, up 9.2% quarter-over-quarter.
  • 140 funds opened new Baker Hughes positions in Q3 2023 and 48 closed out, a net change of +92 holders.
  • The largest Baker Hughes buyer in Q3 2023 was Fidelity Investments, an estimated $82M added.
  • The largest Baker Hughes seller in Q3 2023 was Capital Research Global Investors, an estimated $981M sold.

Based on aggregated 13F filings for Q3 2023.