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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
LWM
876
Lenox Wealth Management
Ohio
$181K +$174K +4,787 New
GGPS
877
Gary Goldberg Planning Services
New York
$178K +$1.02K +28 +0.6%
PCM
878
Prelude Capital Management
New York
$174K +$162K +4,456 +3,031%
SAMC
879
Shinko Asset Management Company
Japan
$172K -$8.81K -243 -5%
TFO
880
Tarbox Family Office
California
$161K +$155K +4,266 New
ST
881
Stifel Trust
Missouri
$154K -$5K -138 -3%
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K +$43.5K +1,200 +43%
IWC
883
Integrated Wealth Counsel
California
$145K
HI
884
Hudock Inc
Pennsylvania
$134K +$13.3K +368 +12%
OIA
885
Optimum Investment Advisors
Illinois
$126K +$11.2K +308 +10%
WTC
886
WhitTier Trust Company
Nevada
$122K
WCM
887
Windsor Capital Management
Arizona
$116K +$73 +2 +0.1%
RIA
888
Regal Investment Advisors
Michigan
$116K +$111K +3,058 New
YL
889
YCG LLC
Texas
$114K
TCM
890
Tradewinds Capital Management
Washington
$109K +$105K +2,896 New
M
891
MOTCO
Texas
$99K
FCT
892
Family Capital Trust
Massachusetts
$96K -$2.1M -57,840 -96%
KPCM
893
Kings Point Capital Management
New York
$96K
HPBT
894
High Point Bank & Trust
North Carolina
$94K
OC
895
Oakworth Capital
Alabama
$92K +$88.8K +2,449 New
IMS
896
Index Management Solutions
Pennsylvania
$89K +$22.6K +624 +36%
Manulife (Manufacturers Life Insurance)
897
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.8K +$8.32M +229,505 +11%
Acadian Asset Management
898
Acadian Asset Management
Massachusetts
$86K -$661K -18,228 -89%
ZTNA
899
Zions Trust National Association
Utah
$86K
FNBSF
900
First National Bank Sioux Falls
South Dakota
$84K

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.