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Baxter International
BAX

1,059 hedge funds and large institutions have $32.5B invested in Baxter International in 2014 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 429 increasing their positions, 338 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 338

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

6% more funds holding

Funds holding: 1,002 → 1,059 (+57)

2.77% more ownership

Funds ownership: 146.29% → 149.06% (+2.8%)

3% more call options, than puts

Call options by funds: $298M | Put options by funds: $288M

1% more capital invested

Capital invested by funds: $32.2B → $32.5B (+$277M)

Holders
1,059
Holders Change
+57
Holders Change %
+5.69%
% of All Funds
28.25%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
134
Increased
429
Reduced
338
Closed
63
Calls
$298M
Puts
$288M
Net Calls
+$9.68M
Net Calls Change
+$28M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$372M
2
Pzena Investment Management
Pzena Investment Management
New York
+$283M
3
VAM
Veritas Asset Management
United Kingdom
+$162M
4
Axa
Axa
France
+$106M
5
SCM
Sterling Capital Management
North Carolina
+$82.3M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$722M
2
Bank of America
Bank of America
North Carolina
-$331M
3
Harris Associates
Harris Associates
Illinois
-$119M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$97.4M
5
AIM
abrdn Investment Management
United Kingdom
-$97M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
751
Barrett Asset Management
New York
$561K +$7.17K +184 +1%
NCM
752
Northroad Capital Management
New York
$560K -$32.6K -837 -6%
NFGCM
753
Norman Fields Gottscho Capital Management
New York
$553K +$7.87K +202 +1%
SSWM
754
Sheets Smith Wealth Management
North Carolina
$553K +$541K +13,881 New
OMCS
755
Old Mutual Customised Solutions
South Africa
$550K -$21.5K -552 -4%
WS
756
Wedbush Securities
California
$545K +$12.6K +324 +2%
JFA
757
JNBA Financial Advisors
Minnesota
$545K +$255K +6,555 +92%
AP
758
Advisor Partners
California
$544K +$40.7K +1,046 +8%
QAM
759
Quantres Asset Management
Cayman Islands
$542K +$531K +13,623 New
Parallax Volatility Advisers
760
Parallax Volatility Advisers
California
$535K +$523K +13,432 New
CFA
761
Carroll Financial Associates
North Carolina
$524K -$427K -10,954 -44%
GGPS
762
Gary Goldberg Planning Services
New York
$520K +$17.3K +444 +4%
WCM
763
Wisconsin Capital Management
Wisconsin
$520K +$509K +13,066 New
MVIP
764
Mar Vista Investment Partners
California
$519K -$9.05M -232,233 -95%
AC
765
Alley Company
Illinois
$517K +$506K +12,996 New
DMC
766
Drexel Morgan & Co
Pennsylvania
$516K – – –
WT
767
Whittier Trust
California
$509K – – –
CCT
768
Capital City Trust
Florida
$507K +$9.7K +249 +2%
DWA
769
Douglass Winthrop Advisors
New York
$503K -$5.84K -150 -1%
FFSOTS
770
Fiduciary Financial Services of The Southwest
Texas
$499K – – –
CMANY
771
Capital Management Associates (New York)
New York
$497K – – –
ICAS
772
Investors Capital Advisory Services
Massachusetts
$491K +$124K +3,187 +35%
LNWWM
773
Laird Norton Wetherby Wealth Management
California
$490K -$34.3K -880 -7%
CPA
774
Capital Planning Advisors
California
$489K +$478K +12,274 New
BB
775
Bell Bank
North Dakota
$484K -$14.3K -368 -3%
29 30
31
32 33

BAX Hedge Fund Activity: Q4 2014 in Review

1,059 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2014, worth a combined $32.5B — up 0.86% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BAX positions and 63 closed out — a net gain of 71 holders — while 429 added to existing stakes and 338 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $372M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $722M sold.

  • 1,059 institutional investors held Baxter International (BAX) as of Q4 2014, up from 1,002 in Q3 2014.
  • Funds reported $32.5B of Baxter International stock for Q4 2014, up 0.86% quarter-over-quarter.
  • 134 funds opened new Baxter International positions in Q4 2014 and 63 closed out, a net change of +71 holders.
  • The largest Baxter International buyer in Q4 2014 was Allianz Asset Management, an estimated $372M added.
  • The largest Baxter International seller in Q4 2014 was Americafirst Capital Management, an estimated $722M sold.

Based on aggregated 13F filings for Q4 2014.