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Baxter International

1,048 hedge funds and large institutions have $29.9B invested in Baxter International in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 312 increasing their positions, 390 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 54

8% more funds holding

Funds holding: 9731,048 (+75)

2% more capital invested

Capital invested by funds: $29.3B → $29.9B (+$572M)

0.52% less ownership

Funds ownership: 85.55%85.03% (-0.52%)

8% less call options, than puts

Call options by funds: $67.6M | Put options by funds: $73.2M

20% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 390

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,048
Holders Change
+75
Holders Change %
+7.71%
% of All Funds
23.76%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
136
Increased
312
Reduced
390
Closed
54
Calls
$67.6M
Puts
$73.2M
Net Calls
-$5.61M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
751
S&CO Inc
Massachusetts
$314K
AWP
752
Ascent Wealth Partners
New York
$313K +$6.1K +95 +2%
TAM
753
Trillium Asset Management
Massachusetts
$312K
WPW
754
Waldron Private Wealth
Pennsylvania
$312K
DT
755
Diversified Trust
Tennessee
$311K
NFG
756
Nadler Financial Group
Illinois
$311K +$64 +1 +0%
NSAM
757
North Star Asset Management
Wisconsin
$310K
TRCT
758
Tower Research Capital (TRC)
New York
$310K +$261K +4,058 +554%
BOTW
759
Bank of the West
California
$307K -$8.67K -135 -3%
CL
760
CPWM LLC
Washington
$304K
TH
761
TCTC Holdings
Texas
$303K
CDH
762
Charles D. Hyman
$302K
HCM
763
Hall Capital Management
Rhode Island
$302K +$65.8K +1,025 +28%
AIM
764
Advantage Investment Management
Iowa
$301K
CFSG
765
Community Financial Services Group
Vermont
$301K +$14.4K +225 +5%
FB
766
Fulton Bank
Pennsylvania
$300K
FNB
767
Farmers National Bank
Kentucky
$298K -$67.7K -1,054 -19%
BTW
768
Boston Trust Walden
Massachusetts
$297K
CSA
769
Cottage Street Advisors
Massachusetts
$296K -$12.8K -200 -4%
AW
770
Alpha Windward
Massachusetts
$296K -$3.66K -57 -1%
SC
771
Schulhoff & Co
Ohio
$296K +$257 +4 +0.1%
BCM
772
Bienville Capital Management
New York
$295K -$31.9K -497 -10%
PCMC
773
Paragon Capital Management (Colorado)
Colorado
$295K
SIC
774
Salem Investment Counselors
North Carolina
$295K
CCM
775
CrestPoint Capital Management
Missouri
$291K -$276K -4,300 -49%

BAX Hedge Fund Activity: Q4 2017 in Review

1,048 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2017, worth a combined $29.9B — up 2% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new BAX positions and 54 closed out — a net gain of 82 holders — while 312 added to existing stakes and 390 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $235M. The largest seller was Aristotle Capital Management, cutting an estimated $407M.

  • 1,048 institutional investors held Baxter International (BAX) as of Q4 2017, up from 973 in Q3 2017.
  • Funds reported $29.9B of Baxter International stock for Q4 2017, up 2% quarter-over-quarter.
  • 136 funds opened new Baxter International positions in Q4 2017 and 54 closed out, a net change of +82 holders.
  • The largest Baxter International buyer in Q4 2017 was Citadel Advisors, an estimated $235M added.
  • The largest Baxter International seller in Q4 2017 was Aristotle Capital Management, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2017.