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Baker Hughes

454 hedge funds and large institutions have $15.4B invested in Baker Hughes in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $10.5B → $15.4B (+$4.9B)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0.17% more ownership

Funds ownership: 152.87%153.04% (+0.17%)

1% less funds holding

Funds holding: 458454 (-4)

4% less call options, than puts

Call options by funds: $69.2M | Put options by funds: $72.3M

4% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 68

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
454
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
9.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
65
Increased
170
Reduced
161
Closed
68
Calls
$69.2M
Puts
$72.3M
Net Calls
-$3.15M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
GE
1
General Electric
Ohio
$5.81B
Dodge & Cox
2
Dodge & Cox
California
$1.39B -$49.8M -3,403,879 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.19B +$188M +12,838,137 +20%
Capital World Investors
4
Capital World Investors
California
$968M -$29.8M -2,039,778 -3%
Capital Research Global Investors
5
Capital Research Global Investors
California
$937M +$56.3M +3,851,635 +7%
BlackRock
6
BlackRock
New York
$784M -$36.6M -2,501,586 -5%
State Street
7
State Street
Massachusetts
$581M +$49.1M +3,358,495 +10%
Pzena Investment Management
8
Pzena Investment Management
New York
$287M +$55.7M +3,807,961 +26%
Invesco
9
Invesco
Georgia
$256M +$76.2M +5,211,753 +46%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169M +$8.85M +605,133 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$165M +$3.24M +221,619 +2%
Norges Bank
12
Norges Bank
Norway
$158M +$32.2M +2,202,445 +27%
JP Morgan Chase
13
JP Morgan Chase
New York
$135M +$13.4M +919,377 +12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$131M +$472K +32,286 +0.4%
Northern Trust
15
Northern Trust
Illinois
$122M +$2.18M +148,823 +2%
Fidelity International
16
Fidelity International
Bermuda
$90.6M -$75.1M -5,133,282 -47%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$90.4M +$9.32M +637,236 +12%
Wells Fargo
18
Wells Fargo
California
$82.5M -$410K -28,021 -0.5%
American Century Companies
19
American Century Companies
Missouri
$79.3M -$63.6M -4,351,237 -46%
Charles Schwab
20
Charles Schwab
California
$77.7M +$380K +25,992 +0.5%
Legal & General Group
21
Legal & General Group
United Kingdom
$73.3M -$1.14M -77,714 -2%
KP
22
Kiltearn Partners
United Kingdom
$62.7M -$4.9M -335,163 -8%
Franklin Resources
23
Franklin Resources
California
$61.5M -$1.63M -111,270 -3%
N
24
Nuveen
North Carolina
$58.4M +$4.39M +300,396 +9%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$54.7M +$2.55M +174,235 +5%

BKR Hedge Fund Activity: Q2 2020 in Review

454 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q2 2020, worth a combined $15.4B — up 47% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of BKR and 65 opened new positions — a net loss of 3 holders — while 161 trimmed existing stakes and 170 added.

The largest buyer was Vanguard Group, adding an estimated $188M. The largest seller was Fidelity International, cutting an estimated $75.1M.

  • 454 institutional investors held Baker Hughes (BKR) as of Q2 2020, down from 458 in Q1 2020.
  • Funds reported $15.4B of Baker Hughes stock for Q2 2020, up 47% quarter-over-quarter.
  • 65 funds opened new Baker Hughes positions in Q2 2020 and 68 closed out, a net change of -3 holders.
  • The largest Baker Hughes buyer in Q2 2020 was Vanguard Group, an estimated $188M added.
  • The largest Baker Hughes seller in Q2 2020 was Fidelity International, an estimated $75.1M sold.

Based on aggregated 13F filings for Q2 2020.