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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
SVA Wealth Management
Wisconsin
$226K
MI
802
Markston International
New York
$225K
CAM
803
Cozad Asset Management
Illinois
$225K +$13.4K +200 +6%
FTI
804
Fiduciary Trust International
Massachusetts
$224K +$4.03K +60 +2%
Dodge & Cox
805
Dodge & Cox
California
$223K
BFPW
806
BOK Financial Private Wealth
Colorado
$222K +$227K +3,379 New
BRWA
807
B. Riley Wealth Advisors
Florida
$221K +$67 +1 +0%
TCOV
808
Trust Company of Vermont
Vermont
$220K -$14.8K -220 -6%
MMPW
809
Mitchell McLeod Pugh & Williams
Alabama
$220K
RTS
810
Round Table Services
New Jersey
$220K +$225K +3,349 New
BIM
811
Bridges Investment Management
Nebraska
$219K
SLAM
812
Swiss Life Asset Management
$219K -$1.55M -23,072 -87%
RIA
813
Regal Investment Advisors
Michigan
$218K +$222K +3,305 New
BCM
814
Brookstone Capital Management
Illinois
$215K -$2.08K -31 -0.9%
IA
815
IFG Advisory
Georgia
$211K -$50.9K -758 -19%
WPW
816
Waldron Private Wealth
Pennsylvania
$211K +$24K +357 +13%
CTC
817
Central Trust Company
Missouri
$210K -$200K -2,972 -48%
HFA
818
Huber Financial Advisors
Illinois
$210K -$37.3K -555 -15%
FFSOTS
819
Fiduciary Financial Services of The Southwest
Texas
$210K -$24.3K -361 -10%
NSAM
820
North Star Asset Management
Wisconsin
$210K
SAM
821
SignalPoint Asset Management
Missouri
$210K +$4.97K +74 +2%
HH
822
Hilltop Holdings
Texas
$209K -$22.8K -340 -10%
CCFCSB
823
Cape Cod Five Cents Savings Bank
Massachusetts
$209K
QC
824
Quadrature Capital
United Kingdom
$209K +$213K +3,174 New
BIA
825
BHK Investment Advisors
Alabama
$208K

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.