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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
VWA
726
Valued Wealth Advisors
Utah
$1.64K +$1.33K +43 +717%
RFA
727
Register Financial Advisors
Georgia
$1.64K +$1.51K +49 New
PWMG
728
Prestige Wealth Management Group
New Jersey
$1.61K -$339 -11 -19%
CA
729
Crewe Advisors
Utah
$1.51K +$1.39K +45 New
TAM
730
Tucker Asset Management
Colorado
$1.47K – – –
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$1.44K – – –
Kayne Anderson Rudnick Investment Management
732
Kayne Anderson Rudnick Investment Management
California
$1.44K – – –
RWPA
733
Richard W. Paul & Associates
Michigan
$1.41K -$84.5K -2,739 -98%
APC
734
Aspire Private Capital
North Carolina
$1.21K -$176K -5,697 -99%
DF
735
Dunhill Financial
United Kingdom
$1.03K -$1.11K -36 -54%
CAL
736
Capital Advisors Ltd
Ohio
$1K +$648 +21 +111%
TWD
737
True Wealth Design
Ohio
$938 +$370 +12 +75%
SWA
738
SOA Wealth Advisors
New York
$868 – – –
CPG
739
Cornerstone Planning Group
New Jersey
$798 +$771 +25 New
OP
740
ORG Partners
Indiana
$699 -$9.1K -295 -93%
GI
741
Gradient Investments
Minnesota
$670 -$1.23K -40 -67%
GFPC
742
Global Financial Private Client
Florida
$568 – – –
CP
743
Castleview Partners
Texas
$536 – – –
IGWM
744
ICA Group Wealth Management
Colorado
$536 – – –
CA
745
CoreCap Advisors
Michigan
$503 +$463 +15 New
OCM
746
Orion Capital Management
California
$369 – – –
WWM
747
Wolff Wiese Magana
California
$335 – – –
TWP
748
TFO Wealth Partners
Ohio
$168 -$740 -24 -83%
NL
749
NVWM LLC
Pennsylvania
$168 +$154 +5 New
TFM
750
TFC Financial Management
Massachusetts
$168 +$154 +5 New
28 29
30
31 32

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.