We are live on ! Find out more
BKR icon

Baker Hughes

509 hedge funds and large institutions have $13.9B invested in Baker Hughes in 2019 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 201 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 52

42% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 142

28% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$3B)

5% more funds holding

Funds holding: 486509 (+23)

1.43% less ownership

Funds ownership: 98.85%97.42% (-1.4%)

36% less call options, than puts

Call options by funds: $56.5M | Put options by funds: $88.8M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
509
Holders Change
+23
Holders Change %
+4.73%
% of All Funds
11.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
81
Increased
201
Reduced
142
Closed
52
Calls
$56.5M
Puts
$88.8M
Net Calls
-$32.3M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.67B +$1.64M +64,829 +0.1%
Dodge & Cox
2
Dodge & Cox
California
$1.64B +$106M +4,185,994 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.34B +$21M +832,537 +2%
BlackRock
4
BlackRock
New York
$1.06B +$77.9M +3,079,874 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$920M -$83.4M -3,300,165 -9%
Franklin Resources
6
Franklin Resources
California
$829M +$3.47M +137,394 +0.5%
State Street
7
State Street
Massachusetts
$703M +$18.9M +748,730 +3%
Capital International Investors
8
Capital International Investors
California
$407M -$37.1M -1,467,728 -9%
Invesco
9
Invesco
Georgia
$387M -$521K -20,610 -0.1%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$325M +$58.2M +2,301,773 +24%
Capital Research Global Investors
11
Capital Research Global Investors
California
$262M -$106K -4,181 -0%
American Century Companies
12
American Century Companies
Missouri
$252M -$64.8M -2,561,789 -22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$177M +$9.11M +360,492 +6%
Northern Trust
14
Northern Trust
Illinois
$170M +$12.9M +510,503 +9%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$156M +$22.2M +877,120 +18%
Pzena Investment Management
16
Pzena Investment Management
New York
$154M +$129M +5,102,148 +1,164%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$153M +$6.65M +263,100 +5%
Norges Bank
18
Norges Bank
Norway
$143M
Fidelity International
19
Fidelity International
Bermuda
$121M -$38.2M -1,512,934 -26%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$119M -$25.1M -994,103 -19%
TG
21
TCW Group
California
$112M +$3.77M +149,053 +4%
Bank of America
22
Bank of America
North Carolina
$104M +$40M +1,583,646 +72%
KP
23
Kiltearn Partners
United Kingdom
$99.1M -$11.4M -452,900 -11%
Wells Fargo
24
Wells Fargo
California
$93.7M -$5.38M -212,715 -6%
Legal & General Group
25
Legal & General Group
United Kingdom
$91.5M +$18M +710,420 +27%

BKR Hedge Fund Activity: Q1 2019 in Review

509 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2019, worth a combined $13.9B — up 28% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BKR positions and 52 closed out — a net gain of 29 holders — while 201 added to existing stakes and 142 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $129M. The largest seller was Millennium Management, cutting an estimated $228M.

  • 509 institutional investors held Baker Hughes (BKR) as of Q1 2019, up from 486 in Q4 2018.
  • Funds reported $13.9B of Baker Hughes stock for Q1 2019, up 28% quarter-over-quarter.
  • 81 funds opened new Baker Hughes positions in Q1 2019 and 52 closed out, a net change of +29 holders.
  • The largest Baker Hughes buyer in Q1 2019 was Pzena Investment Management, an estimated $129M added.
  • The largest Baker Hughes seller in Q1 2019 was Millennium Management, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.