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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
LCM
501
Landscape Capital Management
New Jersey
$869K +$97.1K +1,446 +12%
AWM
502
Alterna Wealth Management
Texas
$867K +$962K +14,326 New
PFSC
503
Peoples Financial Services Corp
Pennsylvania
$862K
NB
504
NBT Bank
New York
$859K -$20.5K -305 -2%
GIA
505
GHP Investment Advisors
Colorado
$859K +$20.5K +305 +2%
CAN
506
Cetera Advisor Networks
California
$845K -$293K -4,359 -25%
GCC
507
Guardian Capital (Canada)
Ontario, Canada
$843K -$275K -4,088 -24%
1SB
508
1ST Source Bank
Indiana
$843K -$66.4K -989 -7%
MCM
509
MAI Capital Management
Ohio
$840K +$120K +1,784 +16%
PWM
510
Perigon Wealth Management
California
$838K
PTC
511
Private Trust Company
Ohio
$824K +$63.7K +948 +8%
MC
512
Menta Capital
California
$820K +$837K +12,458 New
MC
513
Machina Capital
France
$808K +$825K +12,275 New
Wealthfront Advisers
514
Wealthfront Advisers
California
$807K +$824K +12,267 New
CI
515
Conning Inc
Connecticut
$780K -$77.9K -1,160 -9%
SFSIG
516
San Francisco Sentry Investment Group
California
$779K +$941 +14 +0.1%
RG
517
Rikoon Group
New Mexico
$777K -$84.8K -1,262 -10%
WIC
518
Woodmont Investment Counsel
Tennessee
$765K +$9.07K +135 +1%
SVWA
519
Sound View Wealth Advisors
Georgia
$764K +$780K +11,614 New
HK
520
Horizon Kinetics
New York
$762K -$57.1K -850 -7%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$762K -$21.8K -324 -3%
PIA
522
Piedmont Investment Advisors
North Carolina
$751K -$1.46M -21,797 -66%
WIA
523
Wealthstreet Investment Advisors
Texas
$751K
GH
524
GAM Holding
Switzerland
$746K +$566K +8,425 +290%
SFG
525
Summit Financial Group
West Virginia
$740K

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.