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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
Jones Financial Companies
751
Jones Financial Companies
Missouri
$34 -$2.16K -70 -99%
DWM
752
Dogwood Wealth Management
Kansas
$3 – – –
MIM
753
Merewether Investment Management
Texas
– -$89.1M -2,607,502 Closed
AIM
754
Alphinity Investment Management
Australia
– -$79.5M -2,324,511 Closed
ECA
755
Encompass Capital Advisors
New York
– -$42M -1,227,481 Closed
ZIG
756
Zurich Insurance Group
Switzerland
– -$29.6M -864,796 Closed
Holocene Advisors
757
Holocene Advisors
New York
– -$23.6M -691,042 Closed
CF
758
Covea Finance
France
– -$23M -672,850 Closed
MAM
759
Madison Asset Management
Wisconsin
– -$20.5M -601,049 Closed
MWM
760
Moran Wealth Management
Florida
– -$20.2M -590,870 Closed
TAM
761
Todd Asset Management
Kentucky
– -$20M -585,095 Closed
LP
762
LMR Partners
United Kingdom
– -$19.5M -571,137 Closed
MSE
763
MUFG Securities EMEA
United Kingdom
– -$15.4M -449,999 Closed
CANY
764
Caxton Associates (New York)
New York
– -$13.7M -400,000 Closed
PCH
765
Polar Capital Holdings
United Kingdom
– -$8.36M -244,583 Closed
ZCM
766
Zenyatta Capital Management
Delaware
– -$6.84M -200,000 Closed
OHIS
767
Oak Harvest Investment Services
Texas
– -$6.49M -189,775 Closed
Point72 Asset Management
768
Point72 Asset Management
Connecticut
– -$4.74M -153,839 Closed
WIM
769
Waverton Investment Management
United Kingdom
– -$4.68M -136,810 Closed
RIM
770
Reliant Investment Management
Tennessee
– -$4.52M -132,175 Closed
Parallax Volatility Advisers
771
Parallax Volatility Advisers
California
– -$3M -97,214 Closed
QIM
772
Quantitative Investment Management
Virginia
– -$2.98M -87,060 Closed
MS
773
Maven Securities
Jersey
– -$2.38M -69,557 Closed
SSA
774
Schonfeld Strategic Advisors
New York
– -$2.36M -68,955 Closed
PI
775
PGGM Investments
Netherlands
– -$2.13M -62,278 Closed
29 30
31
32 33

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.