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Baxter International
BAX

1,059 hedge funds and large institutions have $32.5B invested in Baxter International in 2014 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 429 increasing their positions, 338 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 338

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

6% more funds holding

Funds holding: 1,002 → 1,059 (+57)

2.77% more ownership

Funds ownership: 146.29% → 149.06% (+2.8%)

3% more call options, than puts

Call options by funds: $298M | Put options by funds: $288M

1% more capital invested

Capital invested by funds: $32.2B → $32.5B (+$277M)

Holders
1,059
Holders Change
+57
Holders Change %
+5.69%
% of All Funds
28.25%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.72%
New
134
Increased
429
Reduced
338
Closed
63
Calls
$298M
Puts
$288M
Net Calls
+$9.68M
Net Calls Change
+$28M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$372M
2
Pzena Investment Management
Pzena Investment Management
New York
+$283M
3
VAM
Veritas Asset Management
United Kingdom
+$162M
4
Axa
Axa
France
+$106M
5
SCM
Sterling Capital Management
North Carolina
+$82.3M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$722M
2
Bank of America
Bank of America
North Carolina
-$331M
3
Harris Associates
Harris Associates
Illinois
-$119M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$97.4M
5
AIM
abrdn Investment Management
United Kingdom
-$97M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
776
White Pine Capital
Minnesota
$480K -$25.1K -644 -5%
FFC
777
First Financial Corp
Indiana
$480K +$40.9K +1,049 +10%
CAM
778
Cacti Asset Management
Georgia
$476K – – –
ISL
779
Ingalls & Snyder LLC
New York
$476K – – –
GS
780
GAM Systematic
United Kingdom
$470K +$460K +11,801 New
Aristotle Capital Management
781
Aristotle Capital Management
California
$458K -$7.17K -184 -2%
PHS
782
Pekin Hardy Strauss
Illinois
$458K – – –
Luther King Capital Management (LKCM)
783
Luther King Capital Management (LKCM)
Texas
$456K – – –
BHBT
784
Burke & Herbert Bank & Trust
Virginia
$453K – – –
LS
785
Lupo Securities
Illinois
$452K +$442K +11,344 New
NYLIM
786
New York Life Investment Management
New York
$447K -$43K -1,105 -9%
Jane Street
787
Jane Street
New York
$447K +$438K +11,234 New
BFA
788
Benedict Financial Advisors
Georgia
$447K +$452K +11,600 New
RG
789
Rathbones Group
United Kingdom
$444K +$21.5K +553 +5%
RBC
790
Ronald Blue & Co
Georgia
$443K +$123K +3,168 +40%
WA
791
WFG Advisors
Texas
$443K +$157K +4,030 +57%
CCM
792
Cohen Capital Management
California
$440K – – –
WFG
793
Wills Financial Group
Virginia
$439K +$16K +410 +4%
NFG
794
Next Financial Group
Texas
$438K -$110K -2,822 -20%
OSNBOA
795
Old Second National Bank of Aurora
Illinois
$434K – – –
CCG
796
Cypress Capital Group
Florida
$434K +$63.6K +1,634 +18%
BKA
797
Brick & Kyle Associates
Pennsylvania
$431K +$421K +10,816 New
ANB
798
Amarillo National Bank
Texas
$430K -$13.9K -357 -3%
WIS
799
Wright Investors Service
Connecticut
$427K +$6.23K +160 +2%
BFO
800
Boston Family Office
Massachusetts
$423K – – –
30 31
32
33 34

BAX Hedge Fund Activity: Q4 2014 in Review

1,059 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2014, worth a combined $32.5B — up 0.86% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BAX positions and 63 closed out — a net gain of 71 holders — while 429 added to existing stakes and 338 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $372M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $722M sold.

  • 1,059 institutional investors held Baxter International (BAX) as of Q4 2014, up from 1,002 in Q3 2014.
  • Funds reported $32.5B of Baxter International stock for Q4 2014, up 0.86% quarter-over-quarter.
  • 134 funds opened new Baxter International positions in Q4 2014 and 63 closed out, a net change of +71 holders.
  • The largest Baxter International buyer in Q4 2014 was Allianz Asset Management, an estimated $372M added.
  • The largest Baxter International seller in Q4 2014 was Americafirst Capital Management, an estimated $722M sold.

Based on aggregated 13F filings for Q4 2014.