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Baxter International

1,061 hedge funds and large institutions have $29.6B invested in Baxter International in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 466 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

35% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $48.5M

33% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 67

1% more funds holding

Funds holding: 1,0481,061 (+13)

0.2% less ownership

Funds ownership: 85.03%84.83% (-0.2%)

1% less capital invested

Capital invested by funds: $29.9B → $29.6B (-$297M)

42% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 466

Holders
1,061
Holders Change
+13
Holders Change %
+1.24%
% of All Funds
24.31%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
89
Increased
268
Reduced
466
Closed
67
Calls
$65.6M
Puts
$48.5M
Net Calls
+$17.2M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
576
Trustmark National Bank Trust Department
Mississippi
$753K +$151K +2,236 +24%
KM
577
Kalos Management
Georgia
$743K +$97.6K +1,443 +14%
AAM
578
Advisors Asset Management
Colorado
$741K +$42.1K +622 +6%
KRSITF
579
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$740K -$131K -1,936 -15%
CNC
580
Citizens & Northern Corp
Pennsylvania
$736K -$76.7K -1,134 -9%
PNC
581
Park National Corp
Ohio
$735K +$15.4K +228 +2%
VDI
582
Vaughan David Investments
Illinois
$734K -$4.06K -60 -0.5%
IWA
583
IBEX Wealth Advisors
New Jersey
$727K +$776K +11,465 New
IFWM
584
Institute for Wealth Management
Colorado
$725K -$56.9K -841 -8%
SC
585
SouthState Corp
Florida
$722K
IRF
586
IBM Retirement Fund
New York
$715K -$103K -1,518 -12%
EFSCE
587
Enterprise Financial Services Corp (EFSC)
Missouri
$715K -$677 -10 -0.1%
NSB
588
Norway Savings Bank
Maine
$709K -$16.6K -245 -2%
MCM
589
MAI Capital Management
Ohio
$709K +$7.31K +108 +1%
PWA
590
Providence Wealth Advisors
Illinois
$704K +$751K +11,100 New
HBT
591
Hills Bank & Trust
Iowa
$699K -$42.5K -628 -6%
HMS
592
Hanseatic Management Services
New Mexico
$699K
CB
593
Cadence Bank
Mississippi
$697K
DA
594
Denali Advisors
California
$696K
WIA
595
Wealthstreet Investment Advisors
Texas
$696K +$40.6K +600 +6%
OMCS
596
Old Mutual Customised Solutions
South Africa
$695K
SPC
597
Sigma Planning Corp
Michigan
$688K -$32.5K -480 -4%
SIAP
598
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$686K
PCMI
599
Paradigm Capital Management Inc
New York
$683K
WSFS
600
Wilmington Savings Fund Society
Delaware
$678K -$95.5K -1,412 -12%

BAX Hedge Fund Activity: Q1 2018 in Review

1,061 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2018, worth a combined $29.6B — down 0.99% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BAX positions and 67 closed out — a net gain of 22 holders — while 268 added to existing stakes and 466 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $889M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $397M.

  • 1,061 institutional investors held Baxter International (BAX) as of Q1 2018, up from 1,048 in Q4 2017.
  • Funds reported $29.6B of Baxter International stock for Q1 2018, down 0.99% quarter-over-quarter.
  • 89 funds opened new Baxter International positions in Q1 2018 and 67 closed out, a net change of +22 holders.
  • The largest Baxter International buyer in Q1 2018 was Fidelity Investments, an estimated $889M added.
  • The largest Baxter International seller in Q1 2018 was State Farm Mutual Automobile Insurance, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2018.