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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
751
Cetera Investment Advisers
Illinois
$274K -$15.6K -232 -5%
GC
752
Globeflex Capital
California
$274K
ZIC
753
ZWJ Investment Counsel
Georgia
$274K +$49.9K +743 +22%
SBWM
754
Sunflower Bank Wealth Management
Arizona
$273K
CSA
755
Cottage Street Advisors
Massachusetts
$272K
OIA
756
OneDigital Investment Advisors
Kansas
$272K +$270K +4,024 +4,024%
CIS
757
Connors Investor Services
Pennsylvania
$269K
BAS
758
Brown Advisory Securities
Maryland
$267K +$605 +9 +0.2%
NFG
759
Nadler Financial Group
Illinois
$266K -$67.1K -999 -20%
BCM
760
Brookmont Capital Management
Texas
$266K +$9.81K +146 +4%
BOTW
761
Bank of the West
California
$265K -$9.27K -138 -3%
CFA
762
Carroll Financial Associates
North Carolina
$264K -$1.05M -15,556 -80%
CIA
763
Capital Investment Advisors
Georgia
$264K +$21.2K +315 +9%
CPC
764
Congress Park Capital
New York
$263K
TU
765
TDAM USA
Ontario, Canada
$262K -$359K -5,346 -57%
FCCM
766
First City Capital Management
Georgia
$260K -$6.72K -100 -2%
AF
767
Arrow Financial
New York
$259K -$11.4K -170 -4%
CA
768
Clearstead Advisors
Ohio
$259K +$77.9K +1,160 +42%
AQA
769
Alpha Quant Advisors
Texas
$259K +$264K +3,928 New
EWM
770
Executive Wealth Management
Michigan
$259K +$264K +3,932 New
BFM
771
Boston Financial Management
Massachusetts
$258K
PB
772
Pinnacle Bancorp
Nebraska
$257K +$262K +3,897 New
SCI
773
S&CO Inc
Massachusetts
$254K
ECG
774
Edge Capital Group
Georgia
$254K +$259K +3,853 New
TSWM
775
Triangle Securities Wealth Management
North Carolina
$253K

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.