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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
HSA
851
HBK Sorce Advisory
Pennsylvania
$225K +$8.71K +240 +4%
CAM
852
Cubic Asset Management
Massachusetts
$225K +$216K +5,965 New
WKA
853
Wilson Kemp & Associates
Michigan
$223K -$46.8K -1,289 -18%
CICI
854
Capital Investment Counsel Inc
North Carolina
$223K
JEW
855
Jamison Eaton & Wood
New Jersey
$223K
MFBTD
856
MB Financial Bank - Trust Department
Illinois
$222K +$140K +3,866 +194%
PFS
857
Prospera Financial Services
Texas
$220K +$211K +5,812 New
BEAM
858
Baker Ellis Asset Management
Washington
$219K +$23.4K +644 +12%
STB
859
S&T Bank
Pennsylvania
$215K -$20K -552 -9%
TWA
860
TCI Wealth Advisors
Arizona
$215K
VFS
861
VSR Financial Services
Kansas
$215K +$207K +5,694 New
AW
862
ACG Wealth
Georgia
$215K +$207K +5,696 New
GLI
863
Guardian Life Insurance
New York
$213K -$232K -6,394 -53%
PAM
864
Private Asset Management
California
$210K +$201K +5,551 New
BFO
865
Boston Family Office
Massachusetts
$209K +$200K +5,523 New
CC
866
Courier Capital
New York
$205K +$197K +5,424 New
TA
867
TBP Advisors
New York
$202K +$194K +5,354 New
WG
868
Welch Group
Alabama
$201K
HCC
869
Hirtle Callaghan & Co
Pennsylvania
$200K
JFA
870
JNBA Financial Advisors
Minnesota
$200K +$192K +5,284 New
DCM
871
Dupont Capital Management
Delaware
$199K +$75.8K +2,089 +66%
AW
872
Alpha Windward
Massachusetts
$193K -$22.4K -617 -11%
PL
873
Parkwood LLC
Ohio
$193K +$185K +5,103 New
MFS
874
MSI Financial Services
Massachusetts
$188K +$42.9K +1,183 +31%
EWM
875
Edge Wealth Management
New York
$185K +$178K +4,912 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.