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Baxter International
BAX

918 hedge funds and large institutions have $18.9B invested in Baxter International in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 321 increasing their positions, 345 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 9 → 24 (+15)

122% more call options, than puts

Call options by funds: $559M | Put options by funds: $251M

53% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 890 → 918 (+28)

2.17% more ownership

Funds ownership: 83.37% → 85.54% (+2.2%)

7% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 345

Holders
918
Holders Change
+28
Holders Change %
+3.15%
% of All Funds
24.46%
Holding in Top 10
24
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+166.67%
% of All Funds
0.64%
New
112
Increased
321
Reduced
345
Closed
73
Calls
$559M
Puts
$251M
Net Calls
+$307M
Net Calls Change
+$66.8M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$200M
2
Harris Associates
Harris Associates
Illinois
+$195M
3
BA
BlackRock Advisors
Delaware
+$140M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$120M
5
TP
Thunderbird Partners
United Kingdom
+$98.2M

Top Sellers

1
YCMGA
York Capital Management Global Advisors
New York
-$301M
2
AAM
Aberdeen Asset Management
United Kingdom
-$277M
3
JP
Jana Partners
New York
-$218M
4
First Trust Advisors
First Trust Advisors
Illinois
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
$43K – – –
WTC
827
WhitTier Trust Company
Nevada
$39K -$11.4K -300 -24%
MWM
828
MinichMacGregor Wealth Management
New York
$38K +$1.14K +30 +3%
ATC
829
Adirondack Trust Company
New York
$37K – – –
BCM
830
Blume Capital Management
California
$37K – – –
CGT
831
Capital Guardian Trust
California
$35K – – –
MBT
832
Monroe Bank & Trust
Michigan
$35K – – –
ACM
833
Armbruster Capital Management
New York
$34K – – –
Financial Engines Advisors
834
Financial Engines Advisors
California
$32K +$30K +786 New
PSC
835
Prentiss Smith & Co
Vermont
$31K +$28.6K +750 New
PFBT
836
Parkside Financial Bank & Trust
Missouri
$30K +$2.82K +74 +11%
NYLT
837
New York Life Trust
New York
$29K – – –
NC
838
NewSquare Capital
Pennsylvania
$27K -$627K -16,455 -96%
CB
839
Community Bank
New York
$27K – – –
ASN
840
Advisory Services Network
Georgia
$27K +$1.26K +33 +5%
KPCM
841
Kings Point Capital Management
New York
$26K – – –
CAL
842
Capital Analysts LLC
Pennsylvania
$25.3K +$23.4K +615 New
CRM
843
Cramer Rosenthal McGlynn
Connecticut
$25K – – –
WA
844
Winfield Associates
Ohio
$25K +$23.5K +616 New
PG
845
Patten Group
Tennessee
$24.2K – – –
KA
846
Klingman & Associates
New York
$24K – – –
FIB
847
First Interstate Bank
Montana
$22K -$3.81K -100 -15%
SWA
848
Sutton Wealth Advisors
Florida
$21.2K +$19.7K +517 New
CWM
849
Catamount Wealth Management
Connecticut
$21K -$9.53K -250 -33%
BKA
850
Brick & Kyle Associates
Pennsylvania
$21K – – –
32 33
34
35 36

BAX Hedge Fund Activity: Q1 2016 in Review

918 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2016, worth a combined $18.9B — up 9.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 73 closed out — a net gain of 39 holders — while 321 added to existing stakes and 345 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $200M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $301M sold.

  • 918 institutional investors held Baxter International (BAX) as of Q1 2016, up from 890 in Q4 2015.
  • Funds reported $18.9B of Baxter International stock for Q1 2016, up 9.8% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q1 2016 and 73 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2016 was Royal London Asset Management, an estimated $200M added.
  • The largest Baxter International seller in Q1 2016 was York Capital Management Global Advisors, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2016.