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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
UBV
701
United Bank (Virginia)
Virginia
$484K +$75.4K +2,080 +19%
VRS
702
Virginia Retirement Systems
Virginia
$480K +$109K +3,017 +31%
DAS
703
Dynamic Advisor Solutions
Arizona
$477K +$458K +12,629 New
ANB
704
Amarillo National Bank
Texas
$476K +$1.34K +37 +0.3%
SHA
705
Smith Hayes Advisers
Nebraska
$476K +$13.7K +377 +3%
TFF
706
Timothy F. Fidgeon
$469K +$7.04K +194 +2%
AA
707
Ancora Advisors
Ohio
$467K
NPA
708
Nichols & Pratt Advisers
Massachusetts
$463K
PAS
709
Partnervest Advisory Services
California
$462K +$425K +11,709 +2,287%
GT
710
Glenview Trust
Kentucky
$456K +$437K +12,055 New
HAIM
711
Hunter Associates Investment Management
Pennsylvania
$454K +$20.1K +553 +5%
SSG
712
Summit Securities Group
New York
$452K -$127K -3,497 -23%
CAM
713
Cacti Asset Management
Georgia
$452K
PIP
714
Palisades Investment Partners
California
$448K -$588K -16,201 -58%
GVT
715
Genesee Valley Trust
New York
$438K
PHS
716
Pekin Hardy Strauss
Illinois
$438K +$73K +2,014 +21%
BHBT
717
Burke & Herbert Bank & Trust
Virginia
$437K -$10.7K -294 -2%
WIS
718
Wright Investors Service
Connecticut
$431K +$414K +11,414 New
AHS
719
Aspiriant Holdings S3
California
$422K +$405K +11,166 New
CCM
720
Cohen Capital Management
California
$417K
CBT
721
Central Bank & Trust
Kentucky
$416K
KFS
722
KMS Financial Services
Washington
$413K +$22.6K +624 +6%
DMC
723
Drexel Morgan & Co
Pennsylvania
$413K +$397K +10,945 New
OSNBOA
724
Old Second National Bank of Aurora
Illinois
$412K
EHWM
725
Eads & Heald Wealth Management
Georgia
$411K -$397K -10,950 -50%

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.