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Baxter International

992 hedge funds and large institutions have $32.8B invested in Baxter International in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 424 increasing their positions, 325 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $491M | Put options by funds: $304M

30% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 325

6% more capital invested

Capital invested by funds: $30.8B → $32.8B (+$1.99B)

3% more funds holding

Funds holding: 963992 (+29)

1.2% more ownership

Funds ownership: 148.21%149.4% (+1.2%)

Holders
992
Holders Change
+29
Holders Change %
+3.01%
% of All Funds
28.65%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.81%
New
97
Increased
424
Reduced
325
Closed
58
Calls
$491M
Puts
$304M
Net Calls
+$188M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
776
JFS Wealth Advisors
Pennsylvania
$375K -$209K -5,602 -37%
NFG
777
Nadler Financial Group
Illinois
$374K +$187 +5 +0.1%
PTC
778
Philadelphia Trust Company
Pennsylvania
$368K +$28.7K +768 +9%
KIA
779
KCM Investment Advisors
California
$368K +$44.3K +1,184 +15%
SAM
780
Silphium Asset Management
United Kingdom
$368K +$344K +9,205 New
CIS
781
Connors Investor Services
Pennsylvania
$367K
KT
782
Kanaly Trust
Texas
$367K +$12.9K +346 +4%
SAM
783
Strategy Asset Managers
California
$366K -$27.6K -737 -7%
TH
784
TCTC Holdings
Texas
$365K
SKK
785
Shepherd Kaplan Krochuk
Massachusetts
$363K
FA
786
FDx Advisors
Illinois
$362K +$339K +9,065 New
AP
787
Advisor Partners
California
$360K +$18.5K +496 +6%
PAS
788
Partnervest Advisory Services
California
$359K -$121K -3,248 -27%
SC
789
Schulhoff & Co
Ohio
$359K
WOC
790
West Oak Capital
California
$359K
ANTB
791
AMG National Trust Bank
Colorado
$352K -$6.36K -170 -2%
JWM
792
Jacobus Wealth Management
Wisconsin
$351K +$31K +828 +10%
CCG
793
Cypress Capital Group
Florida
$345K -$9.35K -250 -3%
ACP
794
Aviance Capital Partners
Florida
$344K
SAM
795
SignalPoint Asset Management
Missouri
$342K +$3.44K +92 +1%
FCCM
796
First City Capital Management
Georgia
$340K
SIC
797
Salem Investment Counselors
North Carolina
$340K
ICAS
798
Investors Capital Advisory Services
Massachusetts
$339K -$2.13K -57 -0.7%
ONB
799
Old National Bancorp
Indiana
$338K -$2.47K -66 -0.8%
TCB
800
Texas Capital Bancshares
Texas
$335K -$53.5K -1,431 -15%

BAX Hedge Fund Activity: Q1 2014 in Review

992 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2014, worth a combined $32.8B — up 6.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BAX positions and 58 closed out — a net gain of 39 holders — while 424 added to existing stakes and 325 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $446M.

  • 992 institutional investors held Baxter International (BAX) as of Q1 2014, up from 963 in Q4 2013.
  • Funds reported $32.8B of Baxter International stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2014 and 58 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2014 was Allianz Asset Management, an estimated $252M added.
  • The largest Baxter International seller in Q1 2014 was Capital World Investors, an estimated $446M sold.

Based on aggregated 13F filings for Q1 2014.