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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
TCOT
801
Trust Company of Toledo
Ohio
$296K
HA
802
Halsey Associates
Connecticut
$296K +$20K +552 +8%
BFC
803
Blue Fin Capital
Rhode Island
$291K +$279K +7,694 New
CDH
804
Charles D. Hyman
$290K -$6.67K -184 -2%
BBI
805
Baxter Bros Inc
Connecticut
$288K -$63.1K -1,741 -19%
FDCC
806
Foster Dykema Cabot & Co
Massachusetts
$286K -$3.34K -92 -1%
JA
807
JLB & Associates
Michigan
$281K -$13.3K -368 -5%
YMRC
808
Yorktown Management & Research Company
Virginia
$278K
AAP
809
Ardsley Advisory Partners
Connecticut
$278K +$267K +7,364 New
DSC
810
Duncker Streett & Co
Missouri
$275K -$46.7K -1,288 -15%
BHWM
811
Bar Harbor Wealth Management
New Hampshire
$275K +$6.67K +184 +3%
N
812
Natixis
France
$273K +$262K +7,217 New
AA
813
Apriem Advisors
California
$271K
SYBT
814
Stock Yards Bank & Trust
Kentucky
$271K +$55.4K +1,526 +27%
HCM
815
Howland Capital Management
Massachusetts
$266K +$256K +7,049 New
NIS
816
National Investment Services
Wisconsin
$264K
WAM
817
Wood Asset Management
Florida
$264K
CIC
818
Chase Investment Counsel
Virginia
$263K
ARMT
819
Amica Retiree Medical Trust
Rhode Island
$263K +$253K +6,968 New
RMDI
820
R.M. Davis Inc
Maine
$260K +$12.2K +336 +5%
CIS
821
Capital International Sarl
California
$257K -$948K -26,142 -79%
WMSA
822
Weiss Multi-Strategy Advisers
New York
$257K -$632K -17,434 -72%
TT
823
Tower Trust
Indiana
$256K +$245K +6,766 New
SIP
824
Stoneridge Investment Partners
Pennsylvania
$256K +$246K +6,769 New
CWM
825
Cranbrook Wealth Management
Michigan
$255K +$245K +6,742 New

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.