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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
PCMI
651
Paradigm Capital Management Inc
New York
$661K -$200K -5,523 -24%
LBC
652
Lawrence B. Cohen
$643K -$120K -3,314 -16%
ANRIA
653
American National Registered Investment Advisor
Texas
$638K -$1.67K -46 -0.3%
ST
654
Somerset Trust
Pennsylvania
$632K +$607K +16,738 New
PTC
655
Private Trust Company
Ohio
$627K -$1.34K -37 -0.2%
WA
656
WFG Advisors
Texas
$619K +$350K +9,643 +143%
WTIM
657
Wilmington Trust Investment Management
Delaware
$615K
RP
658
Reinhart Partners
Wisconsin
$612K -$150K -4,133 -20%
ZIG
659
Zuckerman Investment Group
Illinois
$606K
SC
660
SouthState Corp
Florida
$604K +$73 +2 +0%
MNBTD
661
Moody National Bank Trust Division
Texas
$599K -$1.67K -46 -0.3%
ACH
662
ArrowMark Colorado Holdings
Colorado
$598K
BT
663
Bankers Trust
Iowa
$597K -$8.52K -235 -1%
AC
664
Addenda Capital
Quebec, Canada
$590K +$202K +5,569 +54%
EWM
665
Evercore Wealth Management
New York
$588K +$18.2K +503 +3%
LJHT
666
Laurie J. Hall Trustee
$587K +$10K +276 +2%
VNB
667
Valley National Bancorp
New York
$576K +$553K +15,258 New
BG
668
Bollard Group
Massachusetts
$570K +$33.4K +920 +6%
PAG
669
Private Advisor Group
New Jersey
$568K +$546K +15,046 New
JWA
670
JFS Wealth Advisors
Pennsylvania
$566K +$544K +14,991 New
PJSIMP
671
P.J. Schmidt Investment Management (PJS)
Wisconsin
$565K +$5K +138 +0.9%
FAM
672
Formidable Asset Management
Ohio
$564K +$8.38K +231 +2%
Loomis, Sayles & Company
673
Loomis, Sayles & Company
Massachusetts
$559K -$74.1M -2,042,539 -99%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$559K +$537K +14,796 New
TCOV
675
Trust Company of Vermont
Vermont
$557K +$230K +6,331 +75%

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.