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Baker Hughes

503 hedge funds and large institutions have $21.4B invested in Baker Hughes in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 191 increasing their positions, 167 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

84% more call options, than puts

Call options by funds: $57M | Put options by funds: $31M

57% more capital invested

Capital invested by funds: $13.6B → $21.4B (+$7.77B)

14% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 167

10% more funds holding

Funds holding: 458503 (+45)

7.1% less ownership

Funds ownership: 156.75%149.65% (-7.1%)

Holders
503
Holders Change
+45
Holders Change %
+9.83%
% of All Funds
8.9%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
88
Increased
191
Reduced
167
Closed
39
Calls
$57M
Puts
$31M
Net Calls
+$26.1M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GE
1
General Electric
Ohio
$7.29B -$492M -27,988,183 -7%
Capital World Investors
2
Capital World Investors
California
$1.72B +$311M +17,686,592 +27%
Dodge & Cox
3
Dodge & Cox
California
$1.6B -$92.1M -5,240,346 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.53B -$13.5M -770,177 -1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.53B -$28.6M -1,629,167 -2%
BlackRock
6
BlackRock
New York
$1.16B +$48M +2,732,471 +5%
State Street
7
State Street
Massachusetts
$871M +$54M +3,074,672 +8%
Pzena Investment Management
8
Pzena Investment Management
New York
$493M +$35.7M +2,034,067 +9%
Invesco
9
Invesco
Georgia
$259M -$35.2M -2,001,034 -14%
Franklin Resources
10
Franklin Resources
California
$237M +$193M +10,967,539 +2,662%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$237M +$11M +624,411 +6%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215M -$7.84M -446,299 -4%
Norges Bank
13
Norges Bank
Norway
$209M -$4.6M -261,856 -3%
Northern Trust
14
Northern Trust
Illinois
$177M +$3.57M +203,382 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$170M -$6.05M -344,510 -4%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$144M -$889K -50,600 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$133M +$8.86M +504,418 +9%
Charles Schwab
18
Charles Schwab
California
$106M +$1.32M +75,034 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$104M +$3.51M +199,720 +4%
N
20
Nuveen
North Carolina
$86.6M +$20.4M +1,158,302 +39%
CTA
21
Carillon Tower Advisers
Florida
$86.3M +$42.7M +2,430,482 +142%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$84.9M +$2.26M +128,536 +3%
KP
23
Kiltearn Partners
United Kingdom
$79M -$2.37M -134,700 -3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$76.4M -$14.9M -845,720 -19%
Wells Fargo
25
Wells Fargo
California
$73.5M -$29.3M -1,669,102 -32%

BKR Hedge Fund Activity: Q4 2020 in Review

503 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q4 2020, worth a combined $21.4B — up 57% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new BKR positions and 39 closed out — a net gain of 49 holders — while 191 added to existing stakes and 167 trimmed.

The largest buyer was Capital World Investors, adding an estimated $311M. The largest seller was General Electric, cutting an estimated $492M.

  • 503 institutional investors held Baker Hughes (BKR) as of Q4 2020, up from 458 in Q3 2020.
  • Funds reported $21.4B of Baker Hughes stock for Q4 2020, up 57% quarter-over-quarter.
  • 88 funds opened new Baker Hughes positions in Q4 2020 and 39 closed out, a net change of +49 holders.
  • The largest Baker Hughes buyer in Q4 2020 was Capital World Investors, an estimated $311M added.
  • The largest Baker Hughes seller in Q4 2020 was General Electric, an estimated $492M sold.

Based on aggregated 13F filings for Q4 2020.