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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
BTNA
676
Bremer Trust National Association
Minnesota
$556K -$7.83K -216 -1%
CA
677
Continental Advisors
Utah
$556K +$534K +14,728 New
BIM
678
Bridges Investment Management
Nebraska
$548K -$94.5K -2,606 -15%
RNS
679
Robert N. Shapiro
$539K
PNC
680
Park National Corp
Ohio
$537K +$20.7K +571 +4%
First Eagle Investment Management
681
First Eagle Investment Management
New York
$529K -$89.6M -2,471,516 -99%
JIM
682
Jensen Investment Management
Oregon
$529K +$508K +13,992 New
OPCM
683
Osborne Partners Capital Management
California
$526K -$80.2K -2,210 -14%
WB
684
Webster Bank
Connecticut
$524K -$120K -3,314 -19%
NB
685
NBT Bank
New York
$518K -$6.67K -184 -1%
LIA
686
LS Investment Advisors
Michigan
$516K -$305K -8,399 -38%
CMANY
687
Capital Management Associates (New York)
New York
$515K -$6.71K -185 -1%
PIM
688
Penobscot Investment Management
Massachusetts
$508K +$1.34K +37 +0.3%
WAM
689
Weatherly Asset Management
California
$504K +$259K +7,143 +115%
ARTA
690
A.R.T. Advisors
New York
$502K -$775K -21,369 -62%
SBWM
691
Sunflower Bank Wealth Management
Arizona
$501K
AAM
692
Azzad Asset Management
Virginia
$500K +$23.8K +655 +5%
Luther King Capital Management (LKCM)
693
Luther King Capital Management (LKCM)
Texas
$500K -$93.5K -2,578 -16%
CCA
694
Catalyst Capital Advisors
New York
$497K
WT
695
Whittier Trust
California
$494K -$2.54K -70 -0.5%
WPC
696
White Pine Capital
Minnesota
$493K
PMG
697
ProVise Management Group
Florida
$491K +$471K +12,997 New
DIA
698
Dean Investment Associates
Ohio
$490K +$21.4K +591 +5%
IIM
699
Intact Investment Management
Quebec, Canada
$487K +$107K +2,946 +30%
ACM
700
Advisors Capital Management
New Jersey
$485K -$532K -14,660 -53%

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.