We are live on ! Find out more
BAX icon

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
CG
901
Colony Group
Massachusetts
$82K +$78.7K +2,171 New
FCE
902
Fiera Capital (Europe)
Cayman Islands
$78K +$74.9K +2,064 New
ASN
903
Advisory Services Network
Georgia
$78K +$75.2K +2,073 New
PMFA
904
Plante Moran Financial Advisors
Michigan
$77K
MAM
905
Mizuho Asset Management
Japan
$71K
KTC
906
Kistler-Tiffany Companies
Pennsylvania
$70K +$53.5K +1,476 +383%
ECM
907
Estabrook Capital Management
New York
$69.5K
JIC
908
Joel Isaacson & Co
New York
$66K
WA
909
WealthTrust-Arizona
Arizona
$65K +$42.7K +1,178 +221%
ATC
910
Adirondack Trust Company
New York
$63K
AC
911
Alexandria Capital
Virginia
$59K
MBT
912
Monroe Bank & Trust
Michigan
$59K
CCS
913
Crosspoint Capital Strategies
California
$59K +$57.2K +1,578 New
PIM
914
Parasol Investment Management
Illinois
$55K +$52.6K +1,449 New
CRM
915
Cramer Rosenthal McGlynn
Connecticut
$52K
PIA
916
Piedmont Investment Advisors
North Carolina
$49.9K -$1.52K -42 -3%
SGC
917
South Georgia Capital
Illinois
$42K +$40.1K +1,105 New
WIL
918
Winifred I. Li
$37K
KLWA
919
Kelly Lawrence W & Associates
California
$35K +$33.4K +921 New
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$34.8K +$33.4K +921 New
MUMSS
921
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$32.7K +902 New
LFR
922
Lehman Financial Resources
Pennsylvania
$33K
HF
923
Hoxton Financial
West Virginia
$30K +$21.9K +604 +325%
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$11.4K -313 -29%
TRCT
925
Tower Research Capital (TRC)
New York
$28K -$568K -15,651 -96%

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.