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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
HCM
726
Howland Capital Management
Massachusetts
$305K -$40.8K -608 -12%
BCB
727
Brian C. Broderick
$305K
CA
728
Cetera Advisors
Colorado
$303K +$55.1K +820 +22%
BCM
729
Becker Capital Management
Oregon
$301K
DWA
730
Douglass Winthrop Advisors
New York
$301K
SIC
731
Salem Investment Counselors
North Carolina
$300K
LNC
732
Lincoln National Corp
Pennsylvania
$298K -$20.6K -306 -6%
BFA
733
Benedict Financial Advisors
Georgia
$296K -$16.9K -252 -3%
AW
734
Alpha Windward
Massachusetts
$292K -$12.2K -181 -4%
MSS
735
Mitchell Sinkler & Starr
Pennsylvania
$292K +$28.6K +425 +11%
VAM
736
Visionary Asset Management
Texas
$291K -$7.39K -110 -2%
LC
737
Lourd Capital
California
$291K +$25.8K +384 +10%
WI
738
Wintrust Investments
Illinois
$290K +$30.2K +450 +11%
CDH
739
Charles D. Hyman
$288K
ECM
740
Evergreen Capital Management
Washington
$286K -$17.1K -255 -6%
CM
741
Capital Management
Virginia
$286K
FHA
742
Flagship Harbor Advisors
Massachusetts
$284K -$34.5K -513 -11%
TF
743
Tompkins Financial
New York
$284K
SBSB
744
Sullivan, Bruyette, Speros & Blaney
Virginia
$284K +$10.1K +150 +4%
BAC
745
Boys Arnold & Co
North Carolina
$284K +$107K +1,600 +58%
CCG
746
Cypress Capital Group
Florida
$282K
MA
747
Mutual Advisors
Nebraska
$278K +$40.3K +600 +17%
MIS
748
Morningstar Investment Services
Illinois
$277K -$4.37K -65 -2%
CPA
749
Clear Perspective Advisors
Illinois
$277K -$3.36K -50 -1%
YIA
750
YHB Investment Advisors
Connecticut
$275K -$171K -2,550 -38%

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.