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Baxter International

950 hedge funds and large institutions have $24B invested in Baxter International in 2017 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 305 increasing their positions, 385 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $20.4B → $24B (+$3.58B)

15% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $48.7M

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 921950 (+29)

0.76% more ownership

Funds ownership: 84.75%85.51% (+0.76%)

21% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 385

Holders
950
Holders Change
+29
Holders Change %
+3.15%
% of All Funds
23.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
105
Increased
305
Reduced
385
Closed
63
Calls
$55.8M
Puts
$48.7M
Net Calls
+$7.12M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
776
ZWJ Investment Counsel
Georgia
$211K +$200K +4,060 New
IWMPD
777
Integrated Wealth Management (Palm Desert)
California
$211K +$201K +4,078 New
FCCM
778
First City Capital Management
Georgia
$210K +$199K +4,046 New
BTW
779
Boston Trust Walden
Massachusetts
$207K +$196K +3,990 New
Kovitz Investment Group Partners
780
Kovitz Investment Group Partners
Illinois
$207K +$196K +3,991 New
ACM
781
Alethea Capital Management
Washington
$207K +$197K +4,000 New
LBG
782
Lloyds Banking Group
United Kingdom
$206K -$25.6K -521 -12%
DMC
783
Drexel Morgan & Co
Pennsylvania
$205K +$195K +3,957 New
FLPIM
784
F.L. Putnam Investment Management
Massachusetts
$203K +$192K +3,911 New
PCM
785
Perkins Capital Management
Minnesota
$202K +$192K +3,900 New
AF
786
Arrow Financial
New York
$198K +$4.67K +95 +3%
SIC
787
Salem Investment Counselors
North Carolina
$198K +$149K +3,040 +400%
GC
788
Globeflex Capital
California
$196K
PB
789
Pinnacle Bancorp
Nebraska
$194K +$184K +3,750 New
SC
790
SRB Corp
Massachusetts
$192K
FMLI
791
Fukoku Mutual Life Insurance
Japan
$187K
PIM
792
Parasol Investment Management
Illinois
$185K -$187K -3,796 -52%
CTC
793
Central Trust Company
Missouri
$170K -$51.2K -1,042 -24%
GWM
794
Geneos Wealth Management
Colorado
$170K -$4.67K -95 -3%
ST
795
Smithfield Trust
Pennsylvania
$170K
TCOV
796
Trust Company of Vermont
Vermont
$170K +$12.9K +262 +9%
CAW
797
Cornerstone Advisors (Washington)
Washington
$167K
WG
798
Welch Group
Alabama
$164K
NFG
799
Next Financial Group
Texas
$158K -$138K -2,799 -50%
ARMT
800
Amica Retiree Medical Trust
Rhode Island
$158K

BAX Hedge Fund Activity: Q1 2017 in Review

950 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2017, worth a combined $24B — up 18% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BAX positions and 63 closed out — a net gain of 42 holders — while 305 added to existing stakes and 385 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2B. The largest seller was Third Point, cutting an estimated $290M.

  • 950 institutional investors held Baxter International (BAX) as of Q1 2017, up from 921 in Q4 2016.
  • Funds reported $24B of Baxter International stock for Q1 2017, up 18% quarter-over-quarter.
  • 105 funds opened new Baxter International positions in Q1 2017 and 63 closed out, a net change of +42 holders.
  • The largest Baxter International buyer in Q1 2017 was BlackRock, an estimated $2.2B added.
  • The largest Baxter International seller in Q1 2017 was Third Point, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2017.