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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
ECM
626
ETrade Capital Management
Virginia
$549K -$30.6K -452 -5%
SRAM
627
Stone Ridge Asset Management
New York
$547K
EWM
628
Evercore Wealth Management
New York
$545K -$40.6K -600 -7%
CTC
629
Central Trust Company
Missouri
$543K +$202K +2,993 +56%
SW
630
SVB Wealth
Massachusetts
$538K -$1.96K -29 -0.3%
Susquehanna International Group
631
Susquehanna International Group
Pennsylvania
$536K +$557K +8,237 New
WAM
632
Wealthspire Advisors (Maryland)
Maryland
$530K -$31.6K -467 -5%
BFO
633
Boston Family Office
Massachusetts
$527K
PHS
634
Pekin Hardy Strauss
Illinois
$519K
BC
635
Burney Company
Virginia
$517K -$27.1K -400 -5%
RCM
636
Radnor Capital Management
Pennsylvania
$511K
WG
637
Winton Group
United Kingdom
$510K -$59.1K -873 -10%
TSW
638
Thompson Siegel & Walmsley
Virginia
$510K
BFO
639
Biltmore Family Office
North Carolina
$510K +$130K +1,928 +33%
CCG
640
Ceeto Capital Group
Florida
$509K
WA
641
Waverly Advisors
Alabama
$507K -$26.6K -393 -5%
USGIU
642
U.S. Global Investors (USGI)
Texas
$507K +$528K +7,800 New
S
643
SignatureFD
Georgia
$504K +$126K +1,858 +32%
GIM
644
Goelzer Investment Management
Indiana
$499K
WJA
645
Williams Jones & Associates
New York
$496K
Rafferty Asset Management
646
Rafferty Asset Management
New York
$490K -$38.4K -567 -7%
NB
647
Nicolet Bankshares
Wisconsin
$489K
1WA
648
180 Wealth Advisors
Washington
$483K
AWM
649
AE Wealth Management
Kansas
$478K -$145K -2,147 -23%
VIA
650
Vident Investment Advisory
Georgia
$477K -$3.24M -47,958 -87%

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.