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Baker Hughes

533 hedge funds and large institutions have $12.3B invested in Baker Hughes in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 181 increasing their positions, 189 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $38.2M

23% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 80

3% more funds holding

Funds holding: 518533 (+15)

0.98% more ownership

Funds ownership: 90.11%91.1% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 189

13% less capital invested

Capital invested by funds: $14.1B → $12.3B (-$1.79B)

Holders
533
Holders Change
+15
Holders Change %
+2.9%
% of All Funds
12.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
98
Increased
181
Reduced
189
Closed
80
Calls
$69.2M
Puts
$38.2M
Net Calls
+$31M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$205M +6,393,405 +17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B +$495M +15,419,919 +84%
Dodge & Cox
3
Dodge & Cox
California
$1.03B +$277M +8,630,089 +36%
BlackRock
4
BlackRock
New York
$978M +$51.9M +1,618,832 +6%
Capital World Investors
5
Capital World Investors
California
$924M -$12M -374,687 -1%
Franklin Resources
6
Franklin Resources
California
$761M -$19.9M -620,690 -3%
State Street
7
State Street
Massachusetts
$714M +$26.4M +822,772 +4%
Invesco
8
Invesco
Georgia
$448M +$210M +6,548,523 +86%
American Century Companies
9
American Century Companies
Missouri
$246M +$57M +1,777,693 +30%
Harris Associates
10
Harris Associates
Illinois
$204M +$49M +1,525,800 +31%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$193M -$62.3M -1,941,899 -24%
HCM
12
Highfields Capital Management
Massachusetts
$154M -$168M -5,241,889 -52%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$152M +$55.4M +1,725,824 +56%
Northern Trust
14
Northern Trust
Illinois
$151M -$9.15M -285,263 -6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$146M +$31M +965,041 +26%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$142M +$3.98M +124,117 +3%
Norges Bank
17
Norges Bank
Norway
$139M +$10.4M +323,085 +8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$131M +$21.5M +671,600 +19%
TG
19
TCW Group
California
$118M -$2.85M -88,935 -2%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$103M +$24.3M +757,113 +30%
Fidelity International
21
Fidelity International
Bermuda
$101M -$26.1M -813,977 -20%
JP Morgan Chase
22
JP Morgan Chase
New York
$98.9M +$9.55M +297,697 +11%
VanEck Associates
23
VanEck Associates
New York
$78.1M +$10.4M +324,256 +15%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$70.2M -$1.51M -46,978 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$69.5M +$1.86M +57,966 +3%

BKR Hedge Fund Activity: Q4 2017 in Review

533 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2017, worth a combined $12.3B — down 13% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BKR positions and 80 closed out — a net gain of 18 holders — while 181 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $495M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $1.15B sold.

  • 533 institutional investors held Baker Hughes (BKR) as of Q4 2017, up from 518 in Q3 2017.
  • Funds reported $12.3B of Baker Hughes stock for Q4 2017, down 13% quarter-over-quarter.
  • 98 funds opened new Baker Hughes positions in Q4 2017 and 80 closed out, a net change of +18 holders.
  • The largest Baker Hughes buyer in Q4 2017 was Fidelity Investments, an estimated $495M added.
  • The largest Baker Hughes seller in Q4 2017 was ValueAct Holdings, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2017.