We are live on ! Find out more
BAX icon

Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
351
Ariel Investments
Illinois
$4.26M +$800K +22,055 +24%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$4.24M -$340K -9,369 -8%
HIMC
353
Heritage Investors Management Corp
Maryland
$4.21M +$253K +6,971 +7%
TU
354
TDAM USA
Ontario, Canada
$4.18M -$8.34M -229,871 -67%
BC
355
Blackhill Capital
New Jersey
$4.17M
Calamos Advisors
356
Calamos Advisors
Illinois
$4.17M
NG
357
NatWest Group
United Kingdom
$4.17M +$340K +9,363 +9%
PAM
358
Panagora Asset Management
Massachusetts
$4.09M -$1.16M -31,901 -23%
CGI
359
CI Global Investments
California
$4.03M -$14.4M -395,787 -79%
IHL
360
Investment House LLC
California
$4M -$208K -5,735 -5%
MOACM
361
Mutual of America Capital Management
New York
$4M -$8.49K -234 -0.2%
DBT
362
Dubuque Bank & Trust
Iowa
$3.93M -$773K -21,319 -17%
JG
363
Jefferies Group
New York
$3.92M -$687K -18,950 -15%
BUB
364
BBVA USA Bancshares
Texas
$3.9M -$23.9K -659 -0.6%
MIC
365
MU Investments Company
Japan
$3.89M +$260K +7,180 +7%
ST
366
Spinnaker Trust
Maine
$3.89M +$56.2K +1,550 +2%
JC
367
Jacobs & Co
California
$3.88M +$68.4K +1,887 +2%
AAIM
368
American Assets Investment Management
California
$3.79M
LNB
369
Ledyard National Bank
$3.78M +$3.61M +99,491 +16,364%
MCM
370
McRae Capital Management
New Jersey
$3.68M +$3.54M +97,481 New
CIP
371
Chartwell Investment Partners
Pennsylvania
$3.67M +$859K +23,676 +32%
NB
372
Norinchukin Bank
Japan
$3.6M -$15K -413 -0.4%
SC
373
Scotia Capital
Ontario, Canada
$3.59M +$2.88M +79,474 +510%
FWCM
374
First Western Capital Management
California
$3.53M +$3.39M +93,453 New
FAAS
375
First Allied Advisory Services
California
$3.48M -$2.35M -64,675 -41%

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.