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Baxter International

992 hedge funds and large institutions have $32.8B invested in Baxter International in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 424 increasing their positions, 325 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $491M | Put options by funds: $304M

30% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 325

6% more capital invested

Capital invested by funds: $30.8B → $32.8B (+$1.99B)

3% more funds holding

Funds holding: 963992 (+29)

1.2% more ownership

Funds ownership: 148.21%149.4% (+1.2%)

Holders
992
Holders Change
+29
Holders Change %
+3.01%
% of All Funds
28.65%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.81%
New
97
Increased
424
Reduced
325
Closed
58
Calls
$491M
Puts
$304M
Net Calls
+$188M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
QSS
751
Quantitative Systematic Strategies
Florida
$434K +$409K +10,941 New
OMCS
752
Old Mutual Customised Solutions
South Africa
$427K
RW
753
Rand Wealth
Maryland
$427K
CA
754
Cornerstone Advisors
North Carolina
$419K
FAG
755
Financial Advisory Group
Texas
$419K
DWA
756
Douglass Winthrop Advisors
New York
$416K
WMSA
757
Weiss Multi-Strategy Advisers
New York
$410K +$129K +3,442 +51%
EWA
758
EP Wealth Advisors
California
$407K
NPC
759
National Planning Corporation
California
$403K -$10.1K -270 -3%
BFEC
760
Benjamin F. Edwards & Company
Missouri
$403K +$54.5K +1,459 +17%
BCB
761
Brian C. Broderick
$400K
SAM
762
Sawgrass Asset Management
Florida
$400K
AAM
763
AR Asset Management
California
$398K
AT
764
Arden Trust
Delaware
$398K +$372K +9,938 New
LKIM
765
Lawson Kroeker Investment Management
Nebraska
$397K
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$394K -$16K -427 -4%
WC
767
Whitney & Co
New York
$394K +$131K +3,498 +55%
LIM
768
Loudon Investment Management
New Hampshire
$390K +$4.49K +120 +1%
CIM
769
Calvert Investment Management
Maryland
$385K +$710 +19 +0.2%
WSTAM
770
Wilbanks Smith & Thomas Asset Management
Virginia
$383K +$46.4K +1,241 +15%
MIU
771
Man Investments (UK)
United Kingdom
$383K +$117K +3,138 +49%
AAS
772
Annex Advisory Services
Wisconsin
$382K -$19.1K -512 -5%
FFC
773
First Financial Corp
Indiana
$382K +$6.88K +184 +2%
ST
774
Smithfield Trust
Pennsylvania
$381K
GCC
775
Guardian Capital (Canada)
Ontario, Canada
$381K +$356K +9,535 New

BAX Hedge Fund Activity: Q1 2014 in Review

992 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2014, worth a combined $32.8B — up 6.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BAX positions and 58 closed out — a net gain of 39 holders — while 424 added to existing stakes and 325 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $446M.

  • 992 institutional investors held Baxter International (BAX) as of Q1 2014, up from 963 in Q4 2013.
  • Funds reported $32.8B of Baxter International stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2014 and 58 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2014 was Allianz Asset Management, an estimated $252M added.
  • The largest Baxter International seller in Q1 2014 was Capital World Investors, an estimated $446M sold.

Based on aggregated 13F filings for Q1 2014.