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Baker Hughes

531 hedge funds and large institutions have $24.9B invested in Baker Hughes in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 226 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

35% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 167

16% more call options, than puts

Call options by funds: $132M | Put options by funds: $115M

8% more capital invested

Capital invested by funds: $23.1B → $24.9B (+$1.81B)

3% less funds holding

Funds holding: 549531 (-18)

8.66% less ownership

Funds ownership: 130.6%121.94% (-8.7%)

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

Holders
531
Holders Change
-18
Holders Change %
-3.28%
% of All Funds
9.3%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
62
Increased
226
Reduced
167
Closed
75
Calls
$132M
Puts
$115M
Net Calls
+$17.8M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GE
1
General Electric
Ohio
$5.29B -$1.2B -53,720,040 -20%
Capital World Investors
2
Capital World Investors
California
$2.5B +$334M +15,012,092 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.22B +$164M +7,343,767 +9%
BlackRock
4
BlackRock
New York
$1.95B +$203M +9,103,110 +13%
State Street
5
State Street
Massachusetts
$1.44B +$163M +7,316,160 +14%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.43B +$87.6M +3,932,069 +7%
Dodge & Cox
7
Dodge & Cox
California
$1.25B -$14M -627,632 -1%
Pzena Investment Management
8
Pzena Investment Management
New York
$599M +$10.5M +471,100 +2%
Invesco
9
Invesco
Georgia
$468M +$31.1M +1,397,727 +8%
Norges Bank
10
Norges Bank
Norway
$429M +$164M +7,385,277 +74%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$359M +$31.6M +1,417,106 +11%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$259M -$76.7M -3,443,801 -25%
American Century Companies
13
American Century Companies
Missouri
$249M +$29.4M +1,319,625 +15%
Wells Fargo
14
Wells Fargo
California
$220M +$45.6M +2,048,493 +30%
Northern Trust
15
Northern Trust
Illinois
$217M +$8.19M +367,801 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$213M +$11M +492,036 +6%
VanEck Associates
17
VanEck Associates
New York
$211M +$2M +89,889 +1%
CVA
18
Ceredex Value Advisors
Florida
$197M +$13.9M +625,626 +9%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$180M +$151M +6,790,814 +1,512%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$175M +$8.56M +384,399 +6%
JP Morgan Chase
21
JP Morgan Chase
New York
$173M -$47.7M -2,142,024 -23%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$157M -$19.2M -860,302 -12%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$155M -$4.32M -193,800 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$141M +$6.63M +297,789 +6%
EAM
25
Eagle Asset Management
Florida
$120M +$895K +40,206 +0.8%

BKR Hedge Fund Activity: Q3 2021 in Review

531 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q3 2021, worth a combined $24.9B — up 7.8% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of BKR and 62 opened new positions — a net loss of 13 holders — while 167 trimmed existing stakes and 226 added.

The largest buyer was Capital World Investors, adding an estimated $334M. The largest seller was General Electric, cutting an estimated $1.2B.

  • 531 institutional investors held Baker Hughes (BKR) as of Q3 2021, down from 549 in Q2 2021.
  • Funds reported $24.9B of Baker Hughes stock for Q3 2021, up 7.8% quarter-over-quarter.
  • 62 funds opened new Baker Hughes positions in Q3 2021 and 75 closed out, a net change of -13 holders.
  • The largest Baker Hughes buyer in Q3 2021 was Capital World Investors, an estimated $334M added.
  • The largest Baker Hughes seller in Q3 2021 was General Electric, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2021.