We are live on ! Find out more
BKR icon

Baker Hughes

486 hedge funds and large institutions have $10.9B invested in Baker Hughes in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 123 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 123

1.98% more ownership

Funds ownership: 96.87%98.85% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 87

1% less funds holding

Funds holding: 493486 (-7)

16% less call options, than puts

Call options by funds: $54.2M | Put options by funds: $64.4M

19% less capital invested

Capital invested by funds: $13.5B → $10.9B (-$2.59B)

Holders
486
Holders Change
-7
Holders Change %
-1.42%
% of All Funds
10.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
84
Increased
216
Reduced
123
Closed
87
Calls
$54.2M
Puts
$64.4M
Net Calls
-$10.3M
Net Calls Change
+$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$10.4M -$1.17M -45,949 -13%
UBS Group
77
UBS Group
Switzerland
$9.46M -$2.54M -99,491 -18%
Pzena Investment Management
78
Pzena Investment Management
New York
$9.43M
RGI
79
River Global Investors
United Kingdom
$9.35M +$3.88M +151,863 +54%
BNP Paribas Asset Management
80
BNP Paribas Asset Management
France
$9.19M +$1.93M +75,642 +21%
Allianz Asset Management
81
Allianz Asset Management
Germany
$9.11M -$1.95M -76,212 -15%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$9.09M +$2.06M +80,588 +24%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$8.68M +$1.98M +77,563 +24%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$8.41M +$6.46M +252,950 +183%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$8.06M +$1.34M +52,512 +16%
Citigroup
86
Citigroup
New York
$7.96M +$6.56M +256,892 +226%
Treasurer of the State of North Carolina
87
Treasurer of the State of North Carolina
North Carolina
$7.68M +$1.68M +65,960 +23%
AG
88
Aperio Group
California
$7.04M -$431K -16,864 -5%
NAMA
89
Nikko Asset Management Americas
New York
$7.02M +$2.59M +101,373 +45%
ACI
90
AMP Capital Investors
Australia
$6.91M +$859K +33,651 +12%
JP Morgan Chase
91
JP Morgan Chase
New York
$6.88M +$404K +15,808 +5%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.81M +$1.1M +43,197 +16%
OAM
93
Oppenheimer Asset Management
New York
$6.64M +$105K +4,114 +1%
HI
94
HBK Investments
Texas
$6.61M +$7.45M +291,750 +1,835%
NIPH
95
NN Investment Partners Holdings
Netherlands
$6.59M +$3.41M +133,468 +77%
Nordea Investment Management
96
Nordea Investment Management
Sweden
$6.58M -$808K -31,647 -9%
TCM
97
TVR Capital Management
Connecticut
$6.42M +$5.55M +217,447 +267%
ZIG
98
Zuckerman Investment Group
Illinois
$6.28M -$902K -35,339 -11%
GC
99
Guggenheim Capital
Illinois
$6.09M +$601K +23,515 +9%
Canada Life
100
Canada Life
Manitoba, Canada
$6.09M +$855K +33,493 +13%

BKR Hedge Fund Activity: Q4 2018 in Review

486 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2018, worth a combined $10.9B — down 19% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of BKR and 84 opened new positions — a net loss of 3 holders — while 123 trimmed existing stakes and 216 added.

The largest buyer was Dodge & Cox, adding an estimated $388M. The largest seller was Harris Associates, cutting an estimated $63.1M.

  • 486 institutional investors held Baker Hughes (BKR) as of Q4 2018, down from 493 in Q3 2018.
  • Funds reported $10.9B of Baker Hughes stock for Q4 2018, down 19% quarter-over-quarter.
  • 84 funds opened new Baker Hughes positions in Q4 2018 and 87 closed out, a net change of -3 holders.
  • The largest Baker Hughes buyer in Q4 2018 was Dodge & Cox, an estimated $388M added.
  • The largest Baker Hughes seller in Q4 2018 was Harris Associates, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.