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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
SAMC
901
Shinko Asset Management Company
Japan
$169K -$11.9K -319 -7%
TFO
902
Tarbox Family Office
California
$169K
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K
ST
904
Stifel Trust
Missouri
$159K -$3.44K -92 -2%
IWC
905
Integrated Wealth Counsel
California
$153K
KTC
906
Kistler-Tiffany Companies
Pennsylvania
$150K +$70.3K +1,880 +101%
WEC
907
Winslow Evans & Crocker
Massachusetts
$143K -$169K -4,511 -56%
HI
908
Hudock Inc
Pennsylvania
$142K
PTC
909
Private Trust Company
Ohio
$141K -$489K -13,077 -79%
WF
910
WealthTrust Fairport
Ohio
$138K -$4.4M -117,791 -97%
OIA
911
Optimum Investment Advisors
Illinois
$133K
SFSIG
912
San Francisco Sentry Investment Group
California
$132K -$181K -4,832 -59%
CWM
913
Cranbrook Wealth Management
Michigan
$130K -$131K -3,496 -52%
WTC
914
WhitTier Trust Company
Nevada
$129K
CPP
915
Crow Point Partners
Massachusetts
$124K +$116K +3,093 New
TCM
916
Tradewinds Capital Management
Washington
$119K +$3.44K +92 +3%
SGC
917
South Georgia Capital
Illinois
$118K +$68.8K +1,841 +167%
CG
918
Colony Group
Massachusetts
$115K +$26.8K +716 +33%
W
919
Wealthfront
California
$110K +$103K +2,758 New
PCM
920
Prelude Capital Management
New York
$107K -$71.7K -1,919 -42%
M
921
MOTCO
Texas
$105K
FCT
922
Family Capital Trust
Massachusetts
$102K
KPCM
923
Kings Point Capital Management
New York
$102K
HPBT
924
High Point Bank & Trust
North Carolina
$99K
OC
925
Oakworth Capital
Alabama
$98K

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.