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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
GG
476
Gofen & Glossberg
Illinois
$1.02M +$67.4K +1,004 +7%
SI
477
Stephens Inc
Arkansas
$1M +$790K +11,754 +337%
PI
478
PineBridge Investments
New York
$996K +$1.02M +15,125 New
SNT
479
Security National Trust
West Virginia
$989K +$21.2K +315 +2%
HFM
480
Hartford Financial Management
Connecticut
$983K +$41.4K +617 +4%
Fayez Sarofim & Co
481
Fayez Sarofim & Co
Texas
$979K
CI
482
Cigna Investments
Connecticut
$965K +$1.28K +19 +0.1%
KTA
483
Keeley-Teton Advisors
Illinois
$959K
RJT
484
Raymond James Trust
Florida
$942K -$223K -3,323 -19%
CB
485
Chemical Bank
Michigan
$940K -$173K -2,568 -15%
LIC
486
Lodestar Investment Counsel
Illinois
$937K -$73.9K -1,100 -7%
LMAM
487
Legg Mason Asset Management
Japan
$935K -$40.3K -600 -4%
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$933K +$120K +1,785 +14%
LIA
489
LS Investment Advisors
Michigan
$930K -$867K -12,905 -48%
SPIA
490
Steward Partners Investment Advisory
New York
$927K +$463K +6,895 +96%
CSIC
491
Clifford Swan Investment Counsel
California
$919K -$23.5K -350 -2%
TBA
492
Tower Bridge Advisors
Pennsylvania
$914K -$32.9K -490 -3%
EP
493
Elkfork Partners
Oregon
$914K -$143K -2,128 -13%
MRCM
494
M&R Capital Management
New Jersey
$910K -$20.2K -300 -2%
OC
495
Oakworth Capital
Alabama
$900K -$16.8K -250 -2%
BBA
496
BLB&B Advisors
Pennsylvania
$897K -$31.8K -474 -3%
LIM
497
Leavell Investment Management
Alabama
$896K
HDIM
498
Hanson & Doremus Investment Management
Vermont
$894K -$21.6K -322 -2%
ECM
499
Everence Capital Management
Indiana
$884K
TC
500
Telemus Capital
Michigan
$880K -$699K -10,405 -44%

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.