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Baxter International

992 hedge funds and large institutions have $32.8B invested in Baxter International in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 424 increasing their positions, 325 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $491M | Put options by funds: $304M

30% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 325

6% more capital invested

Capital invested by funds: $30.8B → $32.8B (+$1.99B)

3% more funds holding

Funds holding: 963992 (+29)

1.2% more ownership

Funds ownership: 148.21%149.4% (+1.2%)

Holders
992
Holders Change
+29
Holders Change %
+3.01%
% of All Funds
28.65%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.81%
New
97
Increased
424
Reduced
325
Closed
58
Calls
$491M
Puts
$304M
Net Calls
+$188M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
351
Klingenstein Fields & Co
New York
$4.94M -$1.41M -37,722 -23%
WIM
352
Waverton Investment Management
United Kingdom
$4.92M +$33K +883 +0.7%
DCC
353
Dow Chemical Company
Michigan
$4.78M +$1.03M +27,615 +30%
CW
354
Cobiz Wealth
Colorado
$4.76M -$143K -3,838 -3%
LWCA
355
Locust Wood Capital Advisers
New York
$4.72M +$4.42M +118,192 New
UBWV
356
United Bank (West Virginia)
West Virginia
$4.67M +$1.51M +40,515 +53%
JC
357
Jacobs & Co
California
$4.64M +$505K +13,513 +13%
BA
358
Bridgewater Associates
Connecticut
$4.58M -$8.7M -232,703 -67%
TIM
359
Thompson Investment Management
Wisconsin
$4.56M -$57.8K -1,547 -1%
FBNAT
360
FirstMerit Bank N.A. Trustee
Ohio
$4.54M +$2.82M +75,564 +199%
Janney Montgomery Scott
361
Janney Montgomery Scott
Pennsylvania
$4.53M -$610K -16,324 -13%
HIMC
362
Heritage Investors Management Corp
Maryland
$4.52M +$58K +1,552 +1%
AI
363
Ariel Investments
Illinois
$4.51M
TU
364
TDAM USA
Ontario, Canada
$4.5M +$68K +1,818 +2%
B
365
BP
United Kingdom
$4.49M +$4.2M +112,301 New
AAM
366
Autus Asset Management
Arizona
$4.46M -$805K -21,525 -16%
BC
367
Blackhill Capital
New Jersey
$4.42M
Calamos Advisors
368
Calamos Advisors
Illinois
$4.42M
MIC
369
MU Investments Company
Japan
$4.42M +$310K +8,285 +8%
LNB
370
Ledyard National Bank
$4.38M +$357K +9,549 +10%
PP
371
PDT Partners
New York
$4.32M +$997K +26,670 +33%
MOACM
372
Mutual of America Capital Management
New York
$4.31M +$67.7K +1,810 +2%
DBT
373
Dubuque Bank & Trust
Iowa
$4.27M +$102K +2,734 +3%
IHL
374
Investment House LLC
California
$4.27M +$31K +828 +0.8%
AAIM
375
American Assets Investment Management
California
$4.21M +$195K +5,210 +5%

BAX Hedge Fund Activity: Q1 2014 in Review

992 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2014, worth a combined $32.8B — up 6.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BAX positions and 58 closed out — a net gain of 39 holders — while 424 added to existing stakes and 325 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $446M.

  • 992 institutional investors held Baxter International (BAX) as of Q1 2014, up from 963 in Q4 2013.
  • Funds reported $32.8B of Baxter International stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2014 and 58 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2014 was Allianz Asset Management, an estimated $252M added.
  • The largest Baxter International seller in Q1 2014 was Capital World Investors, an estimated $446M sold.

Based on aggregated 13F filings for Q1 2014.