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Baxter International

992 hedge funds and large institutions have $32.8B invested in Baxter International in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 424 increasing their positions, 325 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $491M | Put options by funds: $304M

30% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 325

6% more capital invested

Capital invested by funds: $30.8B → $32.8B (+$1.99B)

3% more funds holding

Funds holding: 963992 (+29)

1.2% more ownership

Funds ownership: 148.21%149.4% (+1.2%)

Holders
992
Holders Change
+29
Holders Change %
+3.01%
% of All Funds
28.65%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.81%
New
97
Increased
424
Reduced
325
Closed
58
Calls
$491M
Puts
$304M
Net Calls
+$188M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
876
Private Asset Management
California
$222K
WFMPM
877
Woodley Farra Manion Portfolio Management
Indiana
$221K -$34.4K -921 -14%
BFO
878
Boston Family Office
Massachusetts
$221K
GGPS
879
Gary Goldberg Planning Services
New York
$220K +$30.5K +817 +17%
TCOTO
880
Trust Company of the Ozarks
Missouri
$217K +$203K +5,435 New
BFG
881
Beacon Financial Group
Texas
$217K +$205K +5,490 New
PWM
882
ParenteBeard Wealth Management
Pennsylvania
$217K -$1.28M -34,315 -86%
TA
883
TBP Advisors
New York
$214K
WG
884
Welch Group
Alabama
$212K
HCC
885
Hirtle Callaghan & Co
Pennsylvania
$211K
TWA
886
TCI Wealth Advisors
Arizona
$210K -$16K -427 -8%
DCM
887
Dupont Capital Management
Delaware
$210K
CBT
888
Central Bank & Trust
Kentucky
$209K -$217K -5,799 -53%
LRPA
889
L. Roy Papp & Associates
Arizona
$209K +$195K +5,223 New
AW
890
Alpha Windward
Massachusetts
$206K +$1.2K +32 +0.6%
GJIC
891
Gamble Jones Investment Counsel
California
$206K +$192K +5,147 New
BHC
892
Bowen Hanes & Co
Florida
$202K +$189K +5,054 New
MFS
893
MSI Financial Services
Massachusetts
$201K +$2.28K +61 +1%
BCM
894
Bluefin Capital Management
New York
$200K +$191K +5,103 New
MFBTD
895
MB Financial Bank - Trust Department
Illinois
$197K -$34.4K -920 -16%
EWM
896
Edge Wealth Management
New York
$196K
IMS
897
Index Management Solutions
Pennsylvania
$188K +$88.2K +2,358 +100%
DVM
898
Dreman Value Management
Florida
$180K +$169K +4,516 New
NSIM
899
North Star Investment Management
Illinois
$179K +$167K +4,470 New
RIA
900
Regal Investment Advisors
Michigan
$178K +$51.8K +1,386 +45%

BAX Hedge Fund Activity: Q1 2014 in Review

992 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2014, worth a combined $32.8B — up 6.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BAX positions and 58 closed out — a net gain of 39 holders — while 424 added to existing stakes and 325 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $446M.

  • 992 institutional investors held Baxter International (BAX) as of Q1 2014, up from 963 in Q4 2013.
  • Funds reported $32.8B of Baxter International stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2014 and 58 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2014 was Allianz Asset Management, an estimated $252M added.
  • The largest Baxter International seller in Q1 2014 was Capital World Investors, an estimated $446M sold.

Based on aggregated 13F filings for Q1 2014.