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.
87% more funds holding in top 10
Funds holding in top 10: 15 → 28 (+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: 963 → 992 (+29)
1.2% more ownership
Funds ownership: 148.21% → 149.4% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$252M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$229M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$148M |
| 4 |
JP Morgan Chase
New York
|
+$112M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$79.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$446M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$172M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$168M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$150M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$104M |
BAX Hedge Fund Activity: Q1 2014 in Review
992 of the 3,463 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.