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Baker Hughes

682 hedge funds and large institutions have $27.5B invested in Baker Hughes in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 280 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 63

28% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 218

15% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $73.6M

1% more funds holding

Funds holding: 674682 (+8)

3% less capital invested

Capital invested by funds: $28.2B → $27.5B (-$758M)

1.87% less ownership

Funds ownership: 95.83%93.96% (-1.9%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
682
Holders Change
+8
Holders Change %
+1.19%
% of All Funds
10.87%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
82
Increased
280
Reduced
218
Closed
63
Calls
$84.5M
Puts
$73.6M
Net Calls
+$11M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.52B +$56.4M +1,865,356 +2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.88B -$497M -16,432,912 -14%
Capital World Investors
3
Capital World Investors
California
$2.75B -$198M -6,551,083 -6%
BlackRock
4
BlackRock
New York
$2.63B +$72.3M +2,390,713 +3%
State Street
5
State Street
Massachusetts
$1.95B +$11M +365,013 +0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.48B +$18.8M +622,291 +1%
Dodge & Cox
7
Dodge & Cox
California
$983M +$92.7M +3,065,517 +10%
Fidelity International
8
Fidelity International
Bermuda
$640M +$43.5M +1,437,594 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$616M +$15M +495,677 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$459M -$96.3M -3,184,086 -17%
Amundi
11
Amundi
France
$422M +$6.28M +207,516 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$296M -$3.67M -121,194 -1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$288M +$26.6M +878,260 +10%
Northern Trust
14
Northern Trust
Illinois
$279M -$1.38M -45,625 -0.5%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$276M +$16M +529,177 +6%
Morgan Stanley
16
Morgan Stanley
New York
$259M -$465K -15,376 -0.2%
Deutsche Bank
17
Deutsche Bank
Germany
$239M -$4.29M -141,863 -2%
American Century Companies
18
American Century Companies
Missouri
$235M +$3.43M +113,337 +1%
Legal & General Group
19
Legal & General Group
United Kingdom
$227M -$8.71M -287,814 -4%
VanEck Associates
20
VanEck Associates
New York
$223M -$23.3M -769,198 -9%
Invesco
21
Invesco
Georgia
$200M -$899K -29,739 -0.4%
Norges Bank
22
Norges Bank
Norway
$185M -$6.54M -216,280 -3%
Charles Schwab
23
Charles Schwab
California
$178M +$5.46M +180,521 +3%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$178M +$6.84M +226,128 +4%
UBS AM
25
UBS AM
Illinois
$177M +$6.64M +219,609 +4%

BKR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2023, worth a combined $27.5B — down 2.7% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BKR positions and 63 closed out — a net gain of 19 holders — while 280 added to existing stakes and 218 trimmed.

The largest buyer was Millennium Management, adding an estimated $123M. The largest seller was Capital Research Global Investors, cutting an estimated $497M.

  • 682 institutional investors held Baker Hughes (BKR) as of Q1 2023, up from 674 in Q4 2022.
  • Funds reported $27.5B of Baker Hughes stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 82 funds opened new Baker Hughes positions in Q1 2023 and 63 closed out, a net change of +19 holders.
  • The largest Baker Hughes buyer in Q1 2023 was Millennium Management, an estimated $123M added.
  • The largest Baker Hughes seller in Q1 2023 was Capital Research Global Investors, an estimated $497M sold.

Based on aggregated 13F filings for Q1 2023.