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Baxter International
BAX

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: 13 → 15 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909 → 963 (+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

Top Buyers

Rank Fund Capital Flow
1
AAM
Aberdeen Asset Management
United Kingdom
+$281M
2
LSV Asset Management
LSV Asset Management
Illinois
+$191M
3
CIP
Cornerstone Investment Partners
Georgia
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$149M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$134M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$835M
2
JP Morgan Chase
JP Morgan Chase
New York
-$271M
3
Capital International Investors
Capital International Investors
California
-$154M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$136M
5
Ameriprise
Ameriprise
Minnesota
-$98M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
451
Birmingham Capital Management
Alabama
$2.2M +$173K +4,771 +9%
Brown Advisory
452
Brown Advisory
Maryland
$2.19M +$54.4K +1,501 +3%
Commonwealth Equity Services
453
Commonwealth Equity Services
Massachusetts
$2.18M +$112K +3,083 +6%
SIM
454
Sentry Investment Management
Wisconsin
$2.15M -$46.8K -1,289 -2%
BAM
455
Burnham Asset Management
New York
$2.13M +$66.8K +1,841 +3%
SCM
456
Southport Capital Management
Tennessee
$2.07M +$72.5K +1,998 +4%
AWP
457
Ascent Wealth Partners
New York
$2.07M +$1.98M +54,707 New
BFIM
458
Beese Fulmer Investment Management
Ohio
$2.03M +$31K +856 +2%
WT
459
Wilmington Trust
Delaware
$1.99M -$836K -23,044 -30%
AC
460
Addison Capital
Pennsylvania
$1.98M +$1.9M +52,306 New
PA
461
Profund Advisors
Maryland
$1.94M +$88.2K +2,432 +5%
CIBC World Market
462
CIBC World Market
Ontario, Canada
$1.93M +$942K +25,975 +103%
NERM
463
New England Research & Management
Illinois
$1.93M +$1.85M +51,088 New
ZCM
464
Zebra Capital Management
Connecticut
$1.91M +$1.13M +31,030 +160%
CD
465
Carl Domino
Florida
$1.9M -$177K -4,869 -9%
PDN
466
Pensionfund DSM Netherlands
Netherlands
$1.9M – – –
MM
467
Midas Management
New York
$1.88M +$755K +20,803 +72%
DD
468
Dominick & Dominick
New York
$1.87M +$614K +16,937 +52%
DCM
469
Decade Capital Management
New York
$1.87M +$1.79M +49,464 New
B
470
Barings
North Carolina
$1.81M -$1.42M -39,213 -45%
AAM
471
Auxier Asset Management
Oregon
$1.81M +$200K +5,523 +13%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$1.8M +$1.73M +47,715 New
DY
473
Dowling & Yahnke
California
$1.75M -$32K -883 -2%
PCM
474
Princeton Capital Management
New Jersey
$1.73M +$333K +9,183 +25%
SI
475
Stephens Inc
Arkansas
$1.73M +$278K +7,659 +20%
17 18
19
20 21

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.