Holders over time
- BKR
- GE
| Quarter | BKR | GE |
|---|---|---|
| Q3 2020 | 9 holders, $3.3bn | none listed holders, n.a. |
| Q4 2020 | 13 holders, $5.3bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $5.1bn | none listed holders, n.a. |
| Q2 2021 | 11 holders, $5.2bn | none listed holders, n.a. |
| Q3 2021 | 8 holders, $5.8bn | 25 holders, $26.6bn |
| Q4 2021 | 7 holders, $6.4bn | 26 holders, $26.6bn |
| Q1 2022 | 14 holders, $11.2bn | 25 holders, $27.5bn |
| Q2 2022 | 13 holders, $9.3bn | 24 holders, $19.7bn |
| Q3 2022 | 16 holders, $6.4bn | 22 holders, $17.9bn |
| Q4 2022 | 16 holders, $8.6bn | 27 holders, $23.5bn |
| Q1 2023 | 18 holders, $8.0bn | 27 holders, $29.4bn |
| Q2 2023 | 18 holders, $8.5bn | 36 holders, $33.2bn |
| Q3 2023 | 23 holders, $8.7bn | 31 holders, $32.0bn |
| Q4 2023 | 20 holders, $7.0bn | 34 holders, $35.7bn |
| Q1 2024 | 19 holders, $6.0bn | 39 holders, $48.3bn |
| Q2 2024 | 18 holders, $6.6bn | 35 holders, $44.2bn |
| Q3 2024 | 18 holders, $6.1bn | 33 holders, $50.4bn |
| Q4 2024 | 18 holders, $7.0bn | 35 holders, $42.1bn |
| Q1 2025 | 13 holders, $8.1bn | 36 holders, $48.4bn |
| Q2 2025 | 11 holders, $6.3bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $8.7bn | 31 holders, $67.0bn |
| Q4 2025 | 18 holders, $9.3bn | 35 holders, $67.3bn |
| Q1 2026 | 25 holders, $12.2bn | 38 holders, $62.0bn |
| Q2 2026 | 19 holders, $10.6bn | 33 holders, $76.9bn |
Baker Hughes Company
- Holders
- 18
- Reported value
- $6.6bn
- Buyers
- 10
- Sellers
- 10
Breadth 0 among 94 comparable managers.
Ge Aerospace
- Holders
- 35
- Reported value
- $44.2bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, T. Rowe Price Associates Inc
Only BKR (3)
Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP
Only GE (20)
ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Egerton Capital UK LLP, GAMCO Investors Inc, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.