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Baker Hughes

672 hedge funds and large institutions have $30B invested in Baker Hughes in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 268 increasing their positions, 231 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 231

9% more capital invested

Capital invested by funds: $27.5B → $30B (+$2.49B)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 93.96%93.67% (-0.29%)

3% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $102M

7% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 70

1% less funds holding

Funds holding: 682672 (-10)

Holders
672
Holders Change
-10
Holders Change %
-1.47%
% of All Funds
10.55%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
65
Increased
268
Reduced
231
Closed
70
Calls
$98.6M
Puts
$102M
Net Calls
-$3.38M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.88B +$31.5M +1,079,562 +0.9%
BlackRock
2
BlackRock
New York
$3B +$103M +3,521,762 +4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.87B -$264M -9,037,909 -9%
Capital World Investors
4
Capital World Investors
California
$2.43B -$541M -18,544,346 -19%
State Street
5
State Street
Massachusetts
$2.1B -$29.2M -1,001,462 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.66B +$42.9M +1,471,792 +3%
Dodge & Cox
7
Dodge & Cox
California
$1.39B +$286M +9,808,300 +29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$701M +$24.1M +827,240 +4%
Fidelity International
9
Fidelity International
Bermuda
$670M -$28.3M -969,341 -4%
Amundi
10
Amundi
France
$442M -$16.2M -554,328 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$435M -$63M -2,159,473 -14%
Norges Bank
12
Norges Bank
Norway
$421M +$202M +6,916,388 +108%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$360M +$241M +8,276,717 +267%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$311M -$11.9M -407,301 -4%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$304M +$1.37M +46,967 +0.5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$303M -$11.6M -399,307 -4%
Northern Trust
17
Northern Trust
Illinois
$298M -$6.63M -227,512 -2%
Morgan Stanley
18
Morgan Stanley
New York
$275M -$7.9M -271,010 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$270M +$7.73M +264,968 +3%
American Century Companies
20
American Century Companies
Missouri
$264M +$6.32M +216,675 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$244M -$4.79M -164,239 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$229M +$59.4M +2,038,214 +39%
Invesco
23
Invesco
Georgia
$228M +$8.15M +279,649 +4%
VanEck Associates
24
VanEck Associates
New York
$223M -$20.4M -699,200 -9%
Charles Schwab
25
Charles Schwab
California
$202M +$6.49M +222,501 +4%

BKR Hedge Fund Activity: Q2 2023 in Review

672 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q2 2023, worth a combined $30B — up 9.1% from $27.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of BKR and 65 opened new positions — a net loss of 5 holders — while 231 trimmed existing stakes and 268 added.

The largest buyer was Dodge & Cox, adding an estimated $286M. The largest seller was Capital World Investors, cutting an estimated $541M.

  • 672 institutional investors held Baker Hughes (BKR) as of Q2 2023, down from 682 in Q1 2023.
  • Funds reported $30B of Baker Hughes stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 65 funds opened new Baker Hughes positions in Q2 2023 and 70 closed out, a net change of -5 holders.
  • The largest Baker Hughes buyer in Q2 2023 was Dodge & Cox, an estimated $286M added.
  • The largest Baker Hughes seller in Q2 2023 was Capital World Investors, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2023.