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Baxter International
BAX

1,059 hedge funds and large institutions have $32.5B invested in Baxter International in 2014 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 429 increasing their positions, 338 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 338

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

6% more funds holding

Funds holding: 1,002 → 1,059 (+57)

2.77% more ownership

Funds ownership: 146.29% → 149.06% (+2.8%)

3% more call options, than puts

Call options by funds: $298M | Put options by funds: $288M

1% more capital invested

Capital invested by funds: $32.2B → $32.5B (+$277M)

Holders
1,059
Holders Change
+57
Holders Change %
+5.69%
% of All Funds
28.25%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
134
Increased
429
Reduced
338
Closed
63
Calls
$298M
Puts
$288M
Net Calls
+$9.68M
Net Calls Change
+$28M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$372M
2
Pzena Investment Management
Pzena Investment Management
New York
+$283M
3
VAM
Veritas Asset Management
United Kingdom
+$162M
4
Axa
Axa
France
+$106M
5
SCM
Sterling Capital Management
North Carolina
+$82.3M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$722M
2
Bank of America
Bank of America
North Carolina
-$331M
3
Harris Associates
Harris Associates
Illinois
-$119M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$97.4M
5
AIM
abrdn Investment Management
United Kingdom
-$97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
551
Cullen Capital Management
New York
$1.57M +$129K +3,313 +9%
TSWM
552
Triangle Securities Wealth Management
North Carolina
$1.55M +$172K +4,409 +13%
CNFG
553
Creegan & Nassoura Financial Group
New Hampshire
$1.53M +$1.5M +38,470 New
AP
554
AHL Partners
United Kingdom
$1.53M -$4.04M -103,746 -73%
DC
555
Deere & Company
Illinois
$1.53M -$436K -11,182 -23%
DIA
556
Dean Investment Associates
Ohio
$1.52M +$23.5K +604 +2%
MCM
557
Manchester Capital Management
Vermont
$1.5M – – –
DD
558
Dominick & Dominick
New York
$1.5M +$1.27M +32,502 +632%
FBT
559
First Bankers Trust
Kentucky
$1.5M +$90K +2,310 +7%
TCOT
560
Trust Company of Toledo
Ohio
$1.48M +$1.15M +29,611 +395%
NSEDCP
561
NJ State Employees Deferred Compensation Plan
New Jersey
$1.47M – – –
WC
562
Whitnell & Co
Illinois
$1.46M +$24.9K +640 +2%
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.46M +$1.87K +48 +0.1%
CA
564
Cornerstone Advisors
North Carolina
$1.44M – – –
Jones Financial Companies
565
Jones Financial Companies
Missouri
$1.44M -$367K -9,424 -21%
LBC
566
Lowe Brockenbrough & Co
Virginia
$1.44M -$45.2K -1,160 -3%
CBB
567
Citizens Business Bank
California
$1.43M -$22.4K -574 -2%
BCMO
568
Buckingham Capital Management (Ohio)
Ohio
$1.42M +$69.6K +1,786 +5%
SIMM
569
Stillwater Investment Management (Minnesota)
Minnesota
$1.42M -$7.05K -181 -0.5%
KRSITF
570
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.41M +$2.96K +76 +0.2%
TMAM
571
Tokio Marine Asset Management
Japan
$1.41M -$597K -15,337 -30%
AIIMS
572
Analyst IMS Investment Management Services
Israel
$1.39M +$1.36M +34,926 New
MERSOM
573
Municipal Employees' Retirement System of Michigan
Michigan
$1.39M – – –
LCM
574
Liberty Capital Management
Michigan
$1.38M +$2.92K +75 +0.2%
OA
575
OFI Advisors
Pennsylvania
$1.38M +$92.4K +2,373 +7%
21 22
23
24 25

BAX Hedge Fund Activity: Q4 2014 in Review

1,059 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2014, worth a combined $32.5B — up 0.86% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BAX positions and 63 closed out — a net gain of 71 holders — while 429 added to existing stakes and 338 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $372M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $722M sold.

  • 1,059 institutional investors held Baxter International (BAX) as of Q4 2014, up from 1,002 in Q3 2014.
  • Funds reported $32.5B of Baxter International stock for Q4 2014, up 0.86% quarter-over-quarter.
  • 134 funds opened new Baxter International positions in Q4 2014 and 63 closed out, a net change of +71 holders.
  • The largest Baxter International buyer in Q4 2014 was Allianz Asset Management, an estimated $372M added.
  • The largest Baxter International seller in Q4 2014 was Americafirst Capital Management, an estimated $722M sold.

Based on aggregated 13F filings for Q4 2014.