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Baker Hughes

475 hedge funds and large institutions have $23.5B invested in Baker Hughes in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

88% more capital invested

Capital invested by funds: $12.5B → $23.5B (+$11B)

79% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 120

57.21% more ownership

Funds ownership: 98.48%155.69% (+57%)

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

4% more funds holding

Funds holding: 455475 (+20)

35% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $64.4M

Holders
475
Holders Change
+20
Holders Change %
+4.4%
% of All Funds
10.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
72
Increased
215
Reduced
120
Closed
49
Calls
$41.8M
Puts
$64.4M
Net Calls
-$22.6M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GE
1
General Electric
Ohio
$8.76B +$8.85B +377,427,884 New
Dodge & Cox
2
Dodge & Cox
California
$1.78B +$404M +17,248,652 +29%
Capital World Investors
3
Capital World Investors
California
$1.65B +$210M +8,957,983 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.41B +$291M +12,413,001 +26%
BlackRock
5
BlackRock
New York
$1.35B +$308M +13,145,312 +29%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.03B +$677M +28,872,582 +187%
State Street
7
State Street
Massachusetts
$688M +$97.3M +4,149,941 +16%
Capital International Investors
8
Capital International Investors
California
$550M +$188M +8,006,663 +51%
Franklin Resources
9
Franklin Resources
California
$477M -$303M -12,904,360 -39%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$463M -$181M -7,733,609 -28%
Invesco
11
Invesco
Georgia
$321M -$12M -511,510 -4%
Citadel Advisors
12
Citadel Advisors
Florida
$302M +$305M +13,000,645 +146,519%
American Century Companies
13
American Century Companies
Missouri
$274M +$65.4M +2,787,184 +31%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266M -$7.55M -322,131 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$220M +$50.9M +2,169,304 +30%
Pzena Investment Management
16
Pzena Investment Management
New York
$217M +$71.2M +3,034,607 +48%
Norges Bank
17
Norges Bank
Norway
$196M +$84.3M +3,597,332 +74%
Northern Trust
18
Northern Trust
Illinois
$161M +$17.4M +740,740 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$143M +$17.7M +753,442 +14%
N
20
Nuveen
North Carolina
$138M +$63M +2,685,893 +82%
Wells Fargo
21
Wells Fargo
California
$136M +$53.5M +2,282,779 +64%
Charles Schwab
22
Charles Schwab
California
$101M +$22M +937,956 +27%
Bank of America
23
Bank of America
North Carolina
$99.3M +$16.2M +690,649 +19%
Legal & General Group
24
Legal & General Group
United Kingdom
$95.5M +$14.9M +634,964 +18%
Goldman Sachs
25
Goldman Sachs
New York
$82.9M +$27.3M +1,162,265 +48%

BKR Hedge Fund Activity: Q3 2019 in Review

475 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q3 2019, worth a combined $23.5B — up 88% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BKR positions and 49 closed out — a net gain of 23 holders — while 215 added to existing stakes and 120 trimmed.

The largest buyer was General Electric, opening a new position worth an estimated $8.85B. The largest seller was Franklin Resources, cutting an estimated $303M.

  • 475 institutional investors held Baker Hughes (BKR) as of Q3 2019, up from 455 in Q2 2019.
  • Funds reported $23.5B of Baker Hughes stock for Q3 2019, up 88% quarter-over-quarter.
  • 72 funds opened new Baker Hughes positions in Q3 2019 and 49 closed out, a net change of +23 holders.
  • The largest Baker Hughes buyer in Q3 2019 was General Electric, an estimated $8.85B added.
  • The largest Baker Hughes seller in Q3 2019 was Franklin Resources, an estimated $303M sold.

Based on aggregated 13F filings for Q3 2019.