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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
HCM
826
Hutner Capital Management
Vermont
$208K
SCM
827
Sterling Capital Management
North Carolina
$208K
WG
828
Welch Group
Alabama
$208K
MA
829
Marshwinds Advisory
Georgia
$207K -$31.9K -475 -13%
CG
830
Caprock Group
Idaho
$207K +$1.61K +24 +0.8%
LRPA
831
L. Roy Papp & Associates
Arizona
$206K +$202 +3 +0.1%
BFC
832
Blue Fin Capital
Rhode Island
$205K
SCA
833
Stonebridge Capital Advisors
Minnesota
$205K
NNP
834
Nachman Norwood & Parrott
South Carolina
$205K +$210K +3,119 New
IDBONY
835
Israel Discount Bank of New York
New York
$203K -$4.03K -60 -2%
PTB
836
Pioneer Trust Bank
Oregon
$202K -$25.5K -380 -11%
WSTAM
837
Wilbanks Smith & Thomas Asset Management
Virginia
$202K +$7.05K +105 +4%
BB
838
Busey Bank
Illinois
$201K -$3.36K -50 -2%
RBFC
839
Roman Butler Fullerton & Co
Missouri
$200K +$200K +2,974 New
AAP
840
Arax Advisory Partners
Colorado
$198K +$125K +1,865 +163%
CAM
841
Cresset Asset Management
Illinois
$192K +$196K +2,912 New
O
842
Ossiam
France
$192K +$196K +2,912 New
BAM
843
Belpointe Asset Management
Nevada
$187K -$6.65K -99 -3%
AIC
844
Ameritas Investment Company
Nebraska
$187K +$191K +2,845 New
MIFH
845
Migdal Insurance & Financial Holdings
Israel
$183K -$51.1K -760 -21%
BTNA
846
Bremer Trust National Association
Minnesota
$183K +$187K +2,786 New
LJHT
847
Laurie J. Hall Trustee
$181K -$242K -3,600 -59%
SFG
848
SevenBridge Financial Group
Pennsylvania
$176K +$17.8K +265 +11%
HCM
849
Highlander Capital Management
New Jersey
$168K
CAW
850
Cornerstone Advisors (Washington)
Washington
$168K +$3.83K +57 +2%

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.