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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
WCM
551
Wunderlich Capital Managemnt
Tennessee
$1.14M +$1.1M +30,220 New
HDIM
552
Hanson & Doremus Investment Management
Vermont
$1.14M -$13.3K -368 -1%
LW
553
Linscomb Wealth
Texas
$1.13M +$152K +4,180 +16%
FPA
554
Fieldpoint Private Advisors
New York
$1.12M -$22.7K -625 -2%
UR
555
USCA RIA
Texas
$1.12M +$708K +19,518 +194%
KCPG
556
Kavar Capital Partners Group
Kansas
$1.11M +$1.07M +29,520 New
SC
557
Sculptor Capital
New York
$1.11M +$143K +3,956 +16%
FB
558
Fulton Bank
Pennsylvania
$1.11M +$9.47K +261 +0.9%
Daiwa Securities Group
559
Daiwa Securities Group
Japan
$1.1M -$120K -3,314 -10%
DCMA
560
Daiwa Capital Markets America
New York
$1.1M +$1.06M +29,088 New
PIM
561
Progressive Investment Management
Oregon
$1.09M -$6.01M -165,644 -85%
WF
562
Welch & Forbes
Massachusetts
$1.09M -$2.68K -74 -0.3%
CSIC
563
Clifford Swan Investment Counsel
California
$1.09M +$3.16K +87 +0.3%
GIA
564
GHP Investment Advisors
Colorado
$1.09M -$4.28K -118 -0.4%
SNBOSCI
565
Security National Bank of Sioux City Iowa
Iowa
$1.09M +$1.05M +28,848 New
SM
566
Stratton Management
Pennsylvania
$1.08M +$23.4K +644 +2%
Fayez Sarofim & Co
567
Fayez Sarofim & Co
Texas
$1.06M +$1.02M +28,167 New
CCM
568
Cullen Capital Management
New York
$1.05M +$347K +9,574 +52%
HFS
569
HL Financial Services
Kentucky
$1.05M +$264K +7,290 +36%
OA
570
OFI Advisors
Pennsylvania
$1.04M +$162K +4,466 +19%
TAM
571
Thornmark Asset Management
Ontario, Canada
$1.03M +$54.8K +1,510 +6%
RHBC
572
R.H. Bluestein & Co
Michigan
$1.01M +$975K +26,879 New
BOH
573
Bank of Hawaii
Hawaii
$1.01M -$163K -4,485 -14%
MCM
574
MAI Capital Management
Ohio
$1.01M -$148K -4,071 -13%
M&T Bank
575
M&T Bank
New York
$1.01M -$4.75K -131 -0.5%

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.