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Baker Hughes

599 hedge funds and large institutions have $20.9B invested in Baker Hughes in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 208 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 208

1% more call options, than puts

Call options by funds: $69.5M | Put options by funds: $68.6M

2.15% less ownership

Funds ownership: 100.83%98.68% (-2.1%)

9% less funds holding

Funds holding: 661599 (-62)

27% less capital invested

Capital invested by funds: $28.6B → $20.9B (-$7.68B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

50% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 109

Holders
599
Holders Change
-62
Holders Change %
-9.38%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
54
Increased
262
Reduced
208
Closed
109
Calls
$69.5M
Puts
$68.6M
Net Calls
+$867K
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.6B +$363M +14,516,299 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.5B +$162M +6,456,576 +6%
Capital World Investors
3
Capital World Investors
California
$2.37B -$173M -6,926,885 -6%
BlackRock
4
BlackRock
New York
$1.77B +$112M +4,474,453 +6%
State Street
5
State Street
Massachusetts
$1.4B +$40.5M +1,616,513 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.05B +$304M +12,161,452 +32%
GE
7
General Electric
Ohio
$695M -$285M -11,383,010 -26%
Dodge & Cox
8
Dodge & Cox
California
$501M +$9.06M +362,044 +2%
Fidelity International
9
Fidelity International
Bermuda
$466M +$119M +4,762,171 +27%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$436M +$43.4M +1,734,352 +9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$339M -$268M -10,705,394 -40%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$243M -$30.8M -1,228,607 -10%
Amundi
13
Amundi
France
$240M +$33.5M +1,338,992 +15%
Norges Bank
14
Norges Bank
Norway
$203M -$57.2M -2,282,766 -19%
Northern Trust
15
Northern Trust
Illinois
$203M +$9.32M +372,255 +4%
AllianceBernstein
16
AllianceBernstein
Tennessee
$192M +$8.12M +324,506 +4%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$183M +$14.9M +594,240 +7%
Deutsche Bank
18
Deutsche Bank
Germany
$183M -$7.38M -294,900 -3%
VanEck Associates
19
VanEck Associates
New York
$182M +$11.2M +446,580 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$174M +$670K +26,744 +0.3%
American Century Companies
21
American Century Companies
Missouri
$168M +$17.6M +704,501 +10%
Invesco
22
Invesco
Georgia
$161M -$39.7M -1,587,380 -17%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$160M +$67.1M +2,679,928 +54%
Morgan Stanley
24
Morgan Stanley
New York
$148M -$9.89M -394,902 -5%
Franklin Resources
25
Franklin Resources
California
$133M -$101M -4,036,693 -39%

BKR Hedge Fund Activity: Q3 2022 in Review

599 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q3 2022, worth a combined $20.9B — down 27% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of BKR and 54 opened new positions — a net loss of 55 holders — while 208 trimmed existing stakes and 262 added.

The largest buyer was Capital Research Global Investors, adding an estimated $363M. The largest seller was T. Rowe Price Associates, cutting an estimated $288M.

  • 599 institutional investors held Baker Hughes (BKR) as of Q3 2022, down from 661 in Q2 2022.
  • Funds reported $20.9B of Baker Hughes stock for Q3 2022, down 27% quarter-over-quarter.
  • 54 funds opened new Baker Hughes positions in Q3 2022 and 109 closed out, a net change of -55 holders.
  • The largest Baker Hughes buyer in Q3 2022 was Capital Research Global Investors, an estimated $363M added.
  • The largest Baker Hughes seller in Q3 2022 was T. Rowe Price Associates, an estimated $288M sold.

Based on aggregated 13F filings for Q3 2022.