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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
376
Sentry Investment Management
Wisconsin
$2.1M -$56.3K -838 -3%
HFS
377
HL Financial Services
Kentucky
$2.1M -$414K -6,157 -16%
MML Investors Services
378
MML Investors Services
Massachusetts
$2.09M +$56.5K +841 +3%
FBT
379
First Bankers Trust
Kentucky
$2.08M +$999K +14,865 +89%
DA
380
Duality Advisers
Florida
$2.07M +$2.11M +31,450 New
III
381
Independent Investors Inc
New York
$2.05M -$40.3K -600 -2%
OCM
382
Orser Capital Management
Texas
$2.05M
HCM
383
Horrell Capital Management
Arkansas
$2.04M +$19K +283 +0.9%
PCA
384
Providence Capital Advisors
North Carolina
$2M +$1.94M +28,900 +1,927%
AG
385
AlphaSimPlex Group
Massachusetts
$1.98M
SFWA
386
Summit Financial Wealth Advisors
Louisiana
$1.94M -$42.1K -627 -2%
II
387
IFM Investors
Australia
$1.93M +$176K +2,625 +10%
AAM
388
Advisors Asset Management
Colorado
$1.91M +$405K +6,022 +26%
GFA
389
Gifford Fong Associates
California
$1.91M
COI
390
Connable Office Inc
Michigan
$1.91M -$3.43K -51 -0.2%
AAMU
391
AEGON Asset Management (UK)
United Kingdom
$1.82M -$176K -2,619 -9%
WAM
392
World Asset Management
Michigan
$1.82M -$84.2K -1,254 -4%
COPPSERS
393
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M -$925K -13,775 -34%
PSUF
394
People's United Financial
Connecticut
$1.77M +$306K +4,556 +20%
WAM
395
Weatherly Asset Management
California
$1.77M -$23.5K -350 -1%
SL
396
Summitry LLC
California
$1.76M +$168K +2,505 +10%
V
397
Veritable
Delaware
$1.72M -$1.88K -28 -0.1%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$1.71M -$208K -3,100 -11%
OAM
399
Oppenheimer Asset Management
New York
$1.68M -$64.3K -957 -4%
DADC
400
D.A. Davidson & Co
Montana
$1.68M -$195K -2,898 -10%

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.