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Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
776
Meiji Yasuda Life Insurance
Japan
$333K -$249K -6,855 -44%
AF
777
Arrow Financial
New York
$330K -$61.8K -1,703 -16%
PP
778
Paloma Partners
Connecticut
$330K +$317K +8,748 New
BFEC
779
Benjamin F. Edwards & Company
Missouri
$326K +$65.2K +1,798 +26%
ACP
780
Aviance Capital Partners
Florida
$325K
BC
781
Banced Corp
Illinois
$323K -$26.8K -740 -8%
AP
782
Advisor Partners
California
$322K -$6.49K -179 -2%
ONB
783
Old National Bancorp
Indiana
$322K +$2.07K +57 +0.7%
ICAS
784
Investors Capital Advisory Services
Massachusetts
$322K +$310K +8,557 New
FCCM
785
First City Capital Management
Georgia
$322K -$40.1K -1,105 -11%
SIC
786
Salem Investment Counselors
North Carolina
$321K -$145 -4 -0%
SAM
787
SignalPoint Asset Management
Missouri
$320K +$307K +8,469 New
IH
788
IFC Holdings
Florida
$319K -$427K -11,768 -58%
PTC
789
Philadelphia Trust Company
Pennsylvania
$319K -$2.32K -64 -0.8%
IFB
790
iAB Financial Bank
Indiana
$319K +$306K +8,441 New
WSTAM
791
Wilbanks Smith & Thomas Asset Management
Virginia
$315K +$1.05K +29 +0.3%
CL
792
CIM LLC
New York
$312K +$9.39K +259 +3%
SFSIG
793
San Francisco Sentry Investment Group
California
$308K -$6.71K -185 -2%
RCAMU
794
Rothschild & Co Asset Management US
Connecticut
$308K -$4.1K -113 -1%
WEC
795
Winslow Evans & Crocker
Massachusetts
$306K +$294K +8,099 New
SCA
796
Stonebridge Capital Advisors
Minnesota
$306K +$294K +8,100 New
KIA
797
KCM Investment Advisors
California
$303K +$109 +3 +0%
GIS
798
Guardian Investor Services
New York
$302K
JWM
799
Jacobus Wealth Management
Wisconsin
$300K -$4.53K -125 -2%
HK
800
Horizon Kinetics
New York
$297K

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.