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Baxter International

981 hedge funds and large institutions have $20.1B invested in Baxter International in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 297 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 79

34% more call options, than puts

Call options by funds: $213M | Put options by funds: $159M

12% more capital invested

Capital invested by funds: $17.9B → $20.1B (+$2.16B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 955981 (+26)

0.15% less ownership

Funds ownership: 87.25%87.1% (-0.15%)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 386

Holders
981
Holders Change
+26
Holders Change %
+2.72%
% of All Funds
15.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
112
Increased
297
Reduced
386
Closed
79
Calls
$213M
Puts
$159M
Net Calls
+$54.4M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
726
Sweet Financial Partners
Minnesota
$213K +$204K +4,675 New
FMLI
727
Fukoku Mutual Life Insurance
Japan
$211K +$202K +4,640 New
BBA
728
BLB&B Advisors
Pennsylvania
$210K -$84.9K -1,950 -30%
SL
729
Sentinus LLC
Illinois
$210K +$201K +4,611 New
AAM
730
AR Asset Management
California
$210K +$201K +4,606 New
DWA
731
Douglass Winthrop Advisors
New York
$209K +$199K +4,578 New
SPC
732
Sigma Planning Corp
Michigan
$208K -$36.7K -843 -16%
BCM
733
Becker Capital Management
Oregon
$208K +$197K +4,526 New
MAS
734
Meeder Advisory Services
Ohio
$207K +$198K +4,553 New
HFG
735
Heron Financial Group
New York
$207K +$198K +4,545 New
NAS
736
NWF Advisory Services
California
$206K
NHFG
737
New Harbor Financial Group
Massachusetts
$206K +$197K +4,522 New
JWM
738
Jeppson Wealth Management
California
$206K +$197K +4,521 New
FB
739
Fulton Bank
Pennsylvania
$204K -$23.7K -544 -11%
RCAG
740
Rehmann Capital Advisory Group
Michigan
$203K +$194K +4,465 New
WAG
741
Wallace Advisory Group
California
$203K
CII
742
Capital International Inc
California
$203K +$194K +4,452 New
CPIG
743
Chicago Partners Investment Group
Illinois
$202K +$200K +4,601 New
PWPS
744
Pinnacle Wealth Planning Services
Ohio
$201K +$193K +4,422 New
GW
745
GW & Wade
Massachusetts
$201K +$192K +4,412 New
DILIC
746
Dai-ichi Life Insurance Company
Japan
$201K +$192K +4,401 New
CPR
747
CSU Producer Resources
Ohio
$200K
ZB
748
Zions Bancorporation
Utah
$198K +$34.2K +786 +22%
WT
749
Whittier Trust
California
$196K -$134K -3,079 -42%
SAM
750
Shell Asset Management
Netherlands
$196K -$13.8K -316 -7%

BAX Hedge Fund Activity: Q2 2023 in Review

981 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2023, worth a combined $20.1B — up 12% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 79 closed out — a net gain of 33 holders — while 297 added to existing stakes and 386 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Morgan Stanley, cutting an estimated $343M.

  • 981 institutional investors held Baxter International (BAX) as of Q2 2023, up from 955 in Q1 2023.
  • Funds reported $20.1B of Baxter International stock for Q2 2023, up 12% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q2 2023 and 79 closed out, a net change of +33 holders.
  • The largest Baxter International buyer in Q2 2023 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Baxter International seller in Q2 2023 was Morgan Stanley, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2023.