We are live on ! Find out more
BAX icon

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
LS
601
Livforsakringsbolaget Skandia
Sweden
$897K -$220K -6,075 -20%
TSWM
602
Triangle Securities Wealth Management
North Carolina
$893K +$142K +3,912 +20%
WJA
603
Williams Jones & Associates
New York
$887K +$36.7K +1,013 +5%
AI
604
Atria Investments
North Carolina
$885K -$83.5K -2,303 -9%
BVDMP
605
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$883K
HCA
606
Harbour Capital Advisors
Virginia
$882K +$24.7K +681 +3%
TCT
607
TIAA CREF Trust
Missouri
$876K -$33.1K -913 -4%
GWM
608
Greenwich Wealth Management
Connecticut
$863K +$247K +6,812 +42%
CAL
609
Capital Analysts LLC
Pennsylvania
$856K +$822K +22,655 New
ST
610
Semper Trust
Pennsylvania
$855K
JIC
611
Johnson Investment Counsel
Ohio
$854K -$93K -2,563 -10%
PWW
612
Pettyjohn Wood & White
Virginia
$850K -$61.8K -1,703 -7%
IAS
613
IMA Advisory Services
Colorado
$848K -$6.67K -184 -0.8%
CC
614
ClearArc Capital
Ohio
$846K -$97.2K -2,681 -11%
BIC
615
Bridges Investment Counsel
Nebraska
$845K +$120K +3,320 +17%
NRS
616
Neville Rodie & Shaw
New York
$844K -$548K -15,096 -40%
GA
617
Geneva Advisors
Illinois
$832K -$29.5M -812,556 -97%
HCM
618
Horrell Capital Management
Arkansas
$832K -$80.1K -2,209 -9%
PWM
619
Perigon Wealth Management
California
$829K +$796K +21,945 New
SAG
620
Sterne Agee Group
Alabama
$805K +$271K +7,469 +54%
NCM
621
Northroad Capital Management
New York
$805K +$773K +21,315 New
AIP
622
Ameritas Investment Partners
Nebraska
$792K -$8.89K -245 -1%
FCB
623
First Citizens Bancorporation
South Carolina
$785K -$3.19K -88 -0.4%
DPIM
624
Duff & Phelps Investment Management
Illinois
$785K +$24K +663 +3%
WFM
625
Wilmington Funds Management
Delaware
$782K

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.