Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BAKER HUGHES COMPANY (BKR)

995 + Investors. Track Smart Money conviction in BKR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — BKR

Based on 953 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BKR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
953 hedge funds hold BKR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

548 buying383 selling
Last quarter: 548 funds bought or added vs 383 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~151 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 155 → 81 → 151 → 151. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
547 out of 953 hedge funds have held BKR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

154 → 155 → 81 → 151 → 151 new funds/Q
New funds entering each quarter: 155 → 81 → 151 → 151. A growing number of institutions are discovering BKR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 9% 1-2yr ■ 27% new
Of 995 current holders: 629 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
47 of 953 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in BKR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BKR

How many hedge funds hold BKR — quarterly history vs. share price
Quarterly hedge fund ownership of BKR vs. share price

Market Analysis: BKR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

123 top-rated funds 9 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: BKR
2026 Q1 Stats Unlock in 11 days 995 + Investors

Track Smart Money conviction in BKR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 995 939 5.96%
13F Shares 995M 921M 8.09%
Total Value $42.77B $44.40B -3.67%
New Positions 152 154 -2
Increased Positions 447 392 +55
Closed Positions 100 83 +17
Reduced Positions 342 362 -20
Total Calls 25 29 -13.79%
Total Puts 23 27 -14.81%
PUT/CALL Ratio 0.92 0.93 Neutral

Statistics: BKR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

995 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKR. Verified SEC 13F-HR filings.

Top 25 institutional holders of BKR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MARVIN & PALMER ASSOCIATES INC 4.50% 61,525 $3.8M
2 Minneapolis Portfolio Management Group, LLC 4.04% 622,509 $38.0M
3 Palouse Capital Management, Inc. 3.61% 89,441 $5.5M
4 Tradewinds, LLC. 2.83% 127,157 $8.8M
5 Retireful, LLC 2.38% 27,712 $1.7M
6 Cardano Risk Management B.V. 2.24% 3,752,052 $229.1M
7 LITTLEJOHN FINANCIAL SERVICES, INC. 2.22% 48,355 $3.0M
8 Graphene Investments SAS 2.13% 52,000 $3.2M
9 Truxt Investmentos Ltda. 1.90% 48,582 $3.0M
10 Perpetual Ltd 1.84% 1,966,391 $120.0M
11 Rockingstone Advisors LLC 1.63% 58,296 $3.6M
12 Blume Capital Management, Inc. 1.62% 155,895 $9.5M
13 ADAMS NATURAL RESOURCES FUND, INC. 1.60% 225,900 $13.8M
14 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.42% 138,362 $8.4M
15 Oliver Luxxe Assets LLC 1.42% 155,471 $9.5M
16 Rheos Capital Works Inc. 1.39% 340,000 $21K
17 HWG Holdings LP 1.32% 82,946 $5.1M
18 Stack Financial Management, Inc 1.29% 287,391 $17.5M
19 IRIDIAN ASSET MANAGEMENT LLC/CT 1.22% 49,320 $3.0M
20 Artemis Investment Management LLP 1.20% 1,849,242 $112.9M
21 Hixon Zuercher, LLC 1.12% 58,752 $3.6M
22 J. Safra Sarasin Holding AG 1.02% 984,117 $60.1M
23 STONERIDGE INVESTMENT PARTNERS LLC 0.99% 22,390 $1K
24 Robinhood Asset Management, LLC 0.97% 219,744 $13.4M
25 Allspring Global Investments Holdings, LLC 0.90% 8,856,455 $534.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BAKER HUGHES COMPANY (BKR)

What does the Smart Money Trend signal show for BKR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BKR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKR?

Slight buying edge — 59% buying: Last quarter: 548 funds bought or added vs 383 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKR holders?

Elite ownership — 65% AUM from top-100 funds: 47 of 953 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in BKR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BKR?

57% of holders stayed for 2+ years: 547 out of 953 hedge funds have held BKR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.