We are live on ! Find out more
BAX icon

Baxter International

1,069 hedge funds and large institutions have $30.8B invested in Baxter International in 2015 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 432 increasing their positions, 376 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $310M | Put options by funds: $210M

32% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 84

15% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 376

2.37% more ownership

Funds ownership: 149.06%151.43% (+2.4%)

1% more funds holding

Funds holding: 1,0591,069 (+10)

5% less capital invested

Capital invested by funds: $32.5B → $30.8B (-$1.69B)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
1,069
Holders Change
+10
Holders Change %
+0.94%
% of All Funds
28.49%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
111
Increased
432
Reduced
376
Closed
84
Calls
$310M
Puts
$210M
Net Calls
+$100M
Net Calls Change
+$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Cambridge Advisors
Nebraska
$546K +$69.5K +1,832 +35%
KPCM
752
Kings Point Capital Management
New York
$546K +$375K +9,890 +207%
BTNA
753
Bremer Trust National Association
Minnesota
$544K +$6.22K +164 +1%
DVM
754
Dreman Value Management
Florida
$540K +$305K +8,049 +125%
MNBTD
755
Moody National Bank Trust Division
Texas
$538K
WS
756
Wedbush Securities
California
$537K +$28K +738 +5%
HH
757
Hilltop Holdings
Texas
$530K +$540K +14,244 New
NFGCM
758
Norman Fields Gottscho Capital Management
New York
$527K +$9.78K +258 +2%
VFS
759
VSR Financial Services
Kansas
$525K +$171K +4,521 +47%
VFA
760
Voya Financial Advisors
Connecticut
$523K +$530K +13,992 New
FTIOP
761
Fiduciary Trust International of Pennsylvania
Pennsylvania
$517K -$94.8K -2,500 -15%
OMCS
762
Old Mutual Customised Solutions
South Africa
$514K
ICAS
763
Investors Capital Advisory Services
Massachusetts
$511K +$53.5K +1,412 +11%
LIM
764
Loudon Investment Management
New Hampshire
$507K +$138K +3,644 +36%
HCM
765
Hodges Capital Management
Texas
$504K -$651K -17,171 -56%
ISL
766
Ingalls & Snyder LLC
New York
$503K +$59.3K +1,564 +13%
CPA
767
Capital Planning Advisors
California
$502K +$46.1K +1,215 +10%
WT
768
Whittier Trust
California
$496K +$21.3K +561 +4%
CCT
769
Capital City Trust
Florida
$492K +$18.5K +487 +4%
PHS
770
Pekin Hardy Strauss
Illinois
$489K +$62.8K +1,657 +14%
DAS
771
Dynamic Advisor Solutions
Arizona
$489K +$498K +13,147 New
RIM
772
Regent Investment Management
Kentucky
$486K -$38.4K -1,013 -7%
AT
773
AMF Tjänstepension
Sweden
$476K -$3.41M -89,841 -88%
BAM
774
Bruderman Asset Management
New York
$476K +$485K +12,797 New
NCM
775
Northroad Capital Management
New York
$475K -$49.9K -1,317 -9%

BAX Hedge Fund Activity: Q1 2015 in Review

1,069 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2015, worth a combined $30.8B — down 5.2% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BAX positions and 84 closed out — a net gain of 27 holders — while 432 added to existing stakes and 376 trimmed.

The largest buyer was Invesco, adding an estimated $183M. The largest seller was Cornerstone Investment Partners, cutting an estimated $163M.

  • 1,069 institutional investors held Baxter International (BAX) as of Q1 2015, up from 1,059 in Q4 2014.
  • Funds reported $30.8B of Baxter International stock for Q1 2015, down 5.2% quarter-over-quarter.
  • 111 funds opened new Baxter International positions in Q1 2015 and 84 closed out, a net change of +27 holders.
  • The largest Baxter International buyer in Q1 2015 was Invesco, an estimated $183M added.
  • The largest Baxter International seller in Q1 2015 was Cornerstone Investment Partners, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2015.