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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
APFBOT
476
Amica Pension Fund Board of Trustees
Rhode Island
$1.73M
MCM
477
Murphy Capital Management
New Jersey
$1.68M +$68.5K +1,888 +4%
HAI
478
Hennessy Advisors Inc
California
$1.67M -$46.8K -1,289 -3%
HTC
479
Haverford Trust Company
Pennsylvania
$1.66M -$33.4K -920 -2%
PSUF
480
People's United Financial
Connecticut
$1.66M +$138K +3,792 +9%
Northwestern Mutual Wealth Management
481
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$170K +4,675 +12%
DP
482
Dearborn Partners
Illinois
$1.63M -$422K -11,646 -21%
Federated Hermes
483
Federated Hermes
Pennsylvania
$1.62M -$27.3K -753 -2%
CCM
484
Coldstream Capital Management
Washington
$1.61M +$1.54M +42,575 New
ST
485
Spot Trading
Illinois
$1.6M +$1.27M +34,911 +470%
BFS
486
Bradley Foster & Sargent
Connecticut
$1.6M +$21.9K +604 +1%
CPA
487
Court Place Advisors
Maryland
$1.59M +$1.53M +42,142 New
PCM
488
Perkins Capital Management
Minnesota
$1.59M
SOADOR
489
State of Alaska Department of Revenue
Alaska
$1.59M +$238K +6,572 +19%
GLA
490
Great Lakes Advisors
Illinois
$1.58M -$361K -9,947 -19%
HCM
491
Hodges Capital Management
Texas
$1.58M +$1.52M +41,874 New
Creative Planning
492
Creative Planning
Kansas
$1.58M +$118K +3,266 +8%
RIG
493
Renaissance Investment Group
Massachusetts
$1.58M -$26.7K -736 -2%
FNBT
494
FineMark National Bank & Trust
Florida
$1.58M +$143K +3,949 +10%
DT
495
Diversified Trust
Tennessee
$1.57M +$1.2M +33,184 +392%
BF
496
BOK Financial
Oklahoma
$1.56M -$3.95M -108,843 -72%
RIM
497
Regent Investment Management
Kentucky
$1.55M +$10K +276 +0.7%
Cambridge Investment Research Advisors
498
Cambridge Investment Research Advisors
Iowa
$1.54M +$121K +3,333 +9%
TF
499
Tompkins Financial
New York
$1.54M +$174K +4,807 +13%
PWM
500
ParenteBeard Wealth Management
Pennsylvania
$1.5M +$1.23M +34,040 +597%

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.