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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
651
EP Wealth Advisors
California
$397K -$22.4K -334 -5%
TAM
652
Tocqueville Asset Management
New York
$396K +$20.2K +300 +5%
CCM
653
Cohen Capital Management
California
$395K
HWA
654
HCR Wealth Advisors
California
$395K
SWM
655
SeaCrest Wealth Management
New York
$395K +$11.5K +171 +3%
MWM
656
Mission Wealth Management
California
$392K -$46.7K -695 -10%
CMANY
657
Capital Management Associates (New York)
New York
$392K
MFG
658
Monte Financial Group
Connecticut
$391K -$6.65K -99 -2%
GWM
659
Geneos Wealth Management
Colorado
$390K +$200K +2,971 +99%
IGGA
660
Iron Gate Global Advisors
Utah
$389K -$2.89K -43 -0.7%
SFS
661
Sowell Financial Services
Arkansas
$384K +$20.8K +309 +6%
TAM
662
Tiverton Asset Management
Delaware
$383K
NIM
663
NuWave Investment Management
New Jersey
$381K +$21.9K +326 +6%
GLA
664
Good Life Advisors
Pennsylvania
$381K +$39.4K +587 +11%
CFSG
665
Community Financial Services Group
Vermont
$376K +$35.9K +535 +10%
FAG
666
Financial Advisory Group
Texas
$375K
CG
667
Cutler Group
California
$371K +$124K +1,850 +49%
AWM
668
AE Wealth Management
Kansas
$369K -$117K -1,748 -24%
AWM
669
Altavista Wealth Management
North Carolina
$369K +$67 +1 +0%
MAFM
670
Mid Atlantic Financial Management
Pennsylvania
$369K +$376K +5,604 New
NB
671
Nicolet Bankshares
Wisconsin
$366K +$19.9K +296 +6%
AssetMark Inc
672
AssetMark Inc
California
$365K -$3.83K -57 -1%
KIA
673
KCM Investment Advisors
California
$364K -$118K -1,756 -24%
ONB
674
Old National Bancorp
Indiana
$364K +$55.1K +820 +17%
BIM
675
Baldwin Investment Management
Pennsylvania
$361K

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.