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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
Group One Trading
776
Group One Trading
Illinois
– -$1.46M -47,184 Closed
NIP
777
Nicholas Investment Partners
California
– -$1.61M -47,041 Closed
AWM
778
AE Wealth Management
Kansas
– -$1.36M -44,470 Closed
ACM
779
Anfield Capital Management
California
– -$1.35M -39,429 Closed
EAM
780
Erste Asset Management
Austria
– -$1.11M -36,000 Closed
UFF
781
USA Financial Formulas
Michigan
– -$1.23M -35,937 Closed
NL
782
NWAM LLC
Washington
– -$1.2M -35,008 Closed
SPA
783
Sherbrooke Park Advisers
New York
– -$1.02M -29,931 Closed
SI
784
Symmetry Investments
Jersey
– -$933K -27,300 Closed
FI
785
FJ Investments
Utah
– -$788K -23,054 Closed
PHK
786
Point72 Hong Kong
Hong Kong
– -$727K -21,266 Closed
AIA
787
Alera Investment Advisors
Illinois
– -$703K -20,567 Closed
Wolverine Trading
788
Wolverine Trading
Illinois
– -$623K -20,210 Closed
MF
789
Magnetar Financial
Illinois
– -$655K -19,161 Closed
WMSA
790
Weiss Multi-Strategy Advisers
New York
– -$654K -19,146 Closed
NRD
791
Nebula Research & Development
New York
– -$619K -18,096 Closed
FRM
792
Fox Run Management
Connecticut
– -$609K -17,825 Closed
BCM
793
Bayesian Capital Management
New York
– -$606K -17,720 Closed
SC
794
SRB Corp
Massachusetts
– -$538K -15,744 Closed
CIM
795
Contravisory Investment Management
Massachusetts
– -$517K -15,120 Closed
NLGIA
796
Nippon Life Global Investors Americas
New York
– -$511K -14,940 Closed
JIP
797
Jaffetilchin Investment Partners
Florida
– -$509K -14,901 Closed
AM
798
AGF Management
Ontario, Canada
– -$505K -14,771 Closed
BOH
799
Bank of Hawaii
Hawaii
– -$485K -14,187 Closed
MIS
800
Morningstar Investment Services
Illinois
– -$466K -13,614 Closed
30 31
32
33 34

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.