Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Baker Hughes Company (BKR)

1K + 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
↓ -5
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — BKR

Based on 1150 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BKR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,150 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.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+271 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

589 buying581 selling
Last quarter: 589 funds bought or added vs 581 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.
⚠️

Fewer new buyers each quarter (-97 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 159 → 160 → 233 → 136. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
622 out of 1,150 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.
💎

Buying through price weakness — shares +23%, value +6%

Value
+5%
Shares
+23%
Last quarter: funds added +23% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

87 → 159 → 160 → 233 → 136 new funds/Q
New funds entering each quarter: 159 → 160 → 233 → 136. A growing number of institutions are discovering BKR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 1,189 holders: 721 (61%) are 2+ year veterans, 162 entered 1–2 years ago, and 306 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
70 of 1142 holders are among the 100 largest funds by AUM, controlling 68% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — BKR

In 2026 Q2, 589 hedge funds were net buyers of BKR (136 opened a new position, 453 added to an existing one), while 581 reduced or exited (440 trimmed, 141 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 68% of total institutional value in BKR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 1150.

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.

Is It Too Late to Buy Baker Hughes Company (BKR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BKR has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
BKR
+1.9%
XLE
+21.1%

BKR outperformed XLE by -19.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
BKR
-12.8%
XLE
+3.9%

Since the filing became public, BKR outperformed XLE by -16.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

41 top-rated funds 9 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: BKR
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1133 1155 -1.9%
13F Shares 967M 882M 9.67%
Total Value $52.17B $51.38B 1.54%
New Positions 135 233 -98
Increased Positions 436 438 -2
Closed Positions 149 91 +58
Reduced Positions 427 334 +93
Total Calls 25 23 8.7%
Total Puts 21 23 -8.7%
PUT/CALL Ratio 0.84 1.0 Neutral

Statistics: BKR

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 BKR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ananym Capital Management, LP 14.72% 737,194 $40.9M
2 Palo Duro Investment Partners, LP 10.02% 935,361 $51.9M
3 Oceanic Investment Management LTD 8.43% 118,428 $6.6M
4 Lansdowne Partners (uk) LLP 5.69% 2,494,112 $138.4M
5 Visualize Group LP 5.45% 285,400 $15.8M
6 Titan Wealth (CI) Ltd 3.77% 183,158 $10.2M
7 AltraVue Capital, LLC 3.52% 879,140 $48.8M
8 Minneapolis Portfolio Management Group, LLC 3.18% 605,264 $33.6M
9 Tairen Capital Ltd 2.86% 583,995 $32.4M
10 Solus Alternative Asset Management LP 2.84% 175,000 $9.7M
11 Palouse Capital Management, Inc. 2.84% 81,999 $4.6M
12 SWP Investment Management LLC 2.60% 47,428 $2.1M
13 Turas Capital Management LP 2.55% 100,200 $5.6M
14 Perpetual Ltd 2.53% 3,193,022 $177.2M
15 Monte Financial Group, LLC 2.27% 117,178 $7.1M
16 Encompass Capital Advisors LLC 2.27% 1,149,014 $63.8M
17 Graphene Investments SAS 2.02% 62,500 $3.5M
18 Truxt Investmentos Ltda. 1.84% 28,780 $1.6M
19 Aubrey Capital Management Ltd 1.71% 49,300 $2.7M
20 Adams Natural Resources Fund, INC. 1.63% 223,800 $12.4M
21 Telemark Asset Management, LLC 1.60% 400,000 $22.2M
22 Littlejohn Financial Services, INC. 1.56% 38,736 $2.1M
23 MayTech Global Investments, LLC 1.47% 238,389 $13.2M
24 Connective Portfolio Management, LLC 1.39% 15,000 $832K
25 Cardano Risk Management B.V. 1.34% 3,141,884 $174.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BKR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BKR?

Slight buying edge — 50% buying: Last quarter: 589 funds bought or added vs 581 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 — 68% AUM from top-100 funds: 70 of 1142 holders are among the 100 largest funds by AUM, controlling 68% 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?

54% of holders stayed for 2+ years: 622 out of 1,150 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.

Is it too late to buy Baker Hughes Company (BKR) following the 2026 Q2 hedge fund 13F filings?

As of today, BKR has moved -12.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.9% for the XLE sector ETF — an outperformance of -16.7%. Since the quarter end (June 30, 2026), BKR has gained +1.9% vs +21.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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