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Baxter International

981 hedge funds and large institutions have $20.1B invested in Baxter International in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 297 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 79

34% more call options, than puts

Call options by funds: $213M | Put options by funds: $159M

12% more capital invested

Capital invested by funds: $17.9B → $20.1B (+$2.16B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 955981 (+26)

0.15% less ownership

Funds ownership: 87.25%87.1% (-0.15%)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 386

Holders
981
Holders Change
+26
Holders Change %
+2.72%
% of All Funds
15.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
112
Increased
297
Reduced
386
Closed
79
Calls
$213M
Puts
$159M
Net Calls
+$54.4M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
851
Summit Securities Group
New York
$30K -$14.3K -328 -33%
CWM
852
Cranbrook Wealth Management
Michigan
$30K
OSNBOA
853
Old Second National Bank of Aurora
Illinois
$29.4K
PPC
854
Park Place Capital
Alabama
$29.3K
CAC
855
Core Alternative Capital
Georgia
$28.3K +$1K +23 +4%
AWM
856
Abound Wealth Management
Tennessee
$28K
MA
857
Montag & Associates
Georgia
$27.5K
CWM
858
Compass Wealth Management
Connecticut
$27.2K -$60K -1,378 -70%
DAC
859
Dividend Assets Capital
South Carolina
$27K -$11.4K -262 -31%
MWM
860
Mascoma Wealth Management
New Hampshire
$26.6K
M
861
MOTCO
Texas
$26.2K +$1.22K +28 +5%
BCM
862
Bourgeon Capital Management
Connecticut
$24.3K
PP
863
PrairieView Partners
Minnesota
$24K
RTC
864
Riverview Trust Company
Washington
$22.8K
KTC
865
Kistler-Tiffany Companies
Pennsylvania
$22.6K
AF
866
Advisornet Financial
Minnesota
$22.5K -$17.2K -396 -45%
EWM
867
Endurance Wealth Management
Rhode Island
$22K
BWM
868
Baystate Wealth Management
Massachusetts
$21.6K -$44.4K -1,020 -68%
NECFA
869
New England Capital Financial Advisors
Connecticut
$21.2K
AIC
870
Archer Investment Corporation
Indiana
$20.5K
CYG
871
Clean Yield Group
Vermont
$20.5K
PMFA
872
Plante Moran Financial Advisors
Michigan
$19.2K
CSPIA
873
Cary Street Partners Investment Advisory
Virginia
$18.5K +$44 +1 +0.2%
LF
874
Lee Financial
Texas
$18.3K
BWM
875
BerganKDV Wealth Management
Minnesota
$18.2K

BAX Hedge Fund Activity: Q2 2023 in Review

981 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2023, worth a combined $20.1B — up 12% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 79 closed out — a net gain of 33 holders — while 297 added to existing stakes and 386 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Morgan Stanley, cutting an estimated $343M.

  • 981 institutional investors held Baxter International (BAX) as of Q2 2023, up from 955 in Q1 2023.
  • Funds reported $20.1B of Baxter International stock for Q2 2023, up 12% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q2 2023 and 79 closed out, a net change of +33 holders.
  • The largest Baxter International buyer in Q2 2023 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Baxter International seller in Q2 2023 was Morgan Stanley, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2023.