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Baker Hughes

549 hedge funds and large institutions have $23.1B invested in Baker Hughes in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 152

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

6% more capital invested

Capital invested by funds: $21.8B → $23.1B (+$1.34B)

1% more funds holding

Funds holding: 544549 (+5)

5% less call options, than puts

Call options by funds: $89.2M | Put options by funds: $94.3M

7.64% less ownership

Funds ownership: 138.24%130.6% (-7.6%)

Holders
549
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
9.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
76
Increased
256
Reduced
152
Closed
66
Calls
$89.2M
Puts
$94.3M
Net Calls
-$5.01M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
GE
1
General Electric
Ohio
$6.12B -$1.01B -43,685,723 -14%
Capital World Investors
2
Capital World Investors
California
$1.97B +$71.6M +3,104,645 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.88B +$88.6M +3,841,277 +5%
BlackRock
4
BlackRock
New York
$1.6B +$150M +6,483,419 +10%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.24B -$442M -19,157,990 -26%
Dodge & Cox
6
Dodge & Cox
California
$1.17B -$7.88M -341,607 -0.7%
State Street
7
State Street
Massachusetts
$1.17B +$59.8M +2,591,337 +5%
Pzena Investment Management
8
Pzena Investment Management
New York
$543M +$30.2M +1,310,215 +6%
Invesco
9
Invesco
Georgia
$401M +$69M +2,987,905 +21%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$318M +$82.9M +3,593,487 +35%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$299M +$14M +606,497 +5%
Norges Bank
12
Norges Bank
Norway
$228M -$14M -605,768 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$209M +$8.89M +385,412 +4%
American Century Companies
14
American Century Companies
Missouri
$200M +$60.5M +2,622,274 +43%
VanEck Associates
15
VanEck Associates
New York
$193M +$115M +4,979,112 +144%
Northern Trust
16
Northern Trust
Illinois
$192M -$1.72M -74,717 -0.9%
Deutsche Bank
17
Deutsche Bank
Germany
$186M +$67.2M +2,910,468 +56%
CVA
18
Ceredex Value Advisors
Florida
$168M +$169M +7,326,370 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$164M +$124M +5,384,948 +298%
Wells Fargo
20
Wells Fargo
California
$157M +$68.4M +2,964,175 +76%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$153M +$4.15M +179,721 +3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$147M -$7.77M -336,779 -5%
Goldman Sachs
23
Goldman Sachs
New York
$125M +$80.2M +3,475,100 +174%
Legal & General Group
24
Legal & General Group
United Kingdom
$124M +$9.66M +418,490 +8%
N
25
Nuveen
North Carolina
$113M +$35.1M +1,519,749 +45%

BKR Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q2 2021, worth a combined $23.1B — up 6.1% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BKR positions and 66 closed out — a net gain of 10 holders — while 256 added to existing stakes and 152 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $169M. The largest seller was General Electric, cutting an estimated $1.01B.

  • 549 institutional investors held Baker Hughes (BKR) as of Q2 2021, up from 544 in Q1 2021.
  • Funds reported $23.1B of Baker Hughes stock for Q2 2021, up 6.1% quarter-over-quarter.
  • 76 funds opened new Baker Hughes positions in Q2 2021 and 66 closed out, a net change of +10 holders.
  • The largest Baker Hughes buyer in Q2 2021 was Ceredex Value Advisors, an estimated $169M added.
  • The largest Baker Hughes seller in Q2 2021 was General Electric, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2021.