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Baxter International

950 hedge funds and large institutions have $24B invested in Baxter International in 2017 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 305 increasing their positions, 385 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 63

18% more capital invested

Capital invested by funds: $20.4B → $24B (+$3.58B)

15% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $48.7M

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

3% more funds holding

Funds holding: 921950 (+29)

0.76% more ownership

Funds ownership: 84.75%85.51% (+0.76%)

21% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 385

Holders
950
Holders Change
+29
Holders Change %
+3.15%
% of All Funds
23.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
105
Increased
305
Reduced
385
Closed
63
Calls
$55.8M
Puts
$48.7M
Net Calls
+$7.12M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
901
First Interstate Bank
Montana
$16K -$9.54K -194 -39%
ZB
902
Zions Bancorporation
Utah
$16K -$4.18K -85 -23%
BL
903
Balentine LLC
Georgia
$16K
BWA
904
Burt Wealth Advisors
Maryland
$16K
YWP
905
YorkBridge Wealth Partners
New York
$16K
VCM
906
Versant Capital Management
Arizona
$15K
AOWM
907
Alpha Omega Wealth Management
Virginia
$13K
WTB
908
Washington Trust Bank
Washington
$12K -$1.97K -40 -15%
IPC
909
Independent Portfolio Consultants
Florida
$12K -$1.23K -25 -10%
GBBWRPM
910
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K -$12.5K -255 -56%
JFA
911
JNBA Financial Advisors
Minnesota
$11K
WA
912
WealthTrust-Arizona
Arizona
$11K +$49 +1 +0.5%
NYLT
913
New York Life Trust
New York
$10K -$117K -2,384 -93%
GRP
914
Global Retirement Partners
California
$10K
MCA
915
Mercer Capital Advisers
New Jersey
$10K
TRCT
916
Tower Research Capital (TRC)
New York
$9K -$476K -9,689 -98%
FWM
917
Focused Wealth Management
New York
$9K -$6.2K -126 -43%
GAM
918
Gemmer Asset Management
California
$9K
SIA
919
Sit Investment Associates
Minnesota
$9K
PFGIA
920
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$2.21K -45 -23%
KLWA
921
Kelly Lawrence W & Associates
California
$8K
GI
922
Gradient Investments
Minnesota
$8K +$7.97K +162 New
GBT
923
Grove Bank & Trust
Florida
$7K
LWM
924
Lenox Wealth Management
Ohio
$7K
MAS
925
Madden Advisory Services
Florida
$7K +$7.38K +150 New

BAX Hedge Fund Activity: Q1 2017 in Review

950 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2017, worth a combined $24B — up 18% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BAX positions and 63 closed out — a net gain of 42 holders — while 305 added to existing stakes and 385 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2B. The largest seller was Third Point, cutting an estimated $290M.

  • 950 institutional investors held Baxter International (BAX) as of Q1 2017, up from 921 in Q4 2016.
  • Funds reported $24B of Baxter International stock for Q1 2017, up 18% quarter-over-quarter.
  • 105 funds opened new Baxter International positions in Q1 2017 and 63 closed out, a net change of +42 holders.
  • The largest Baxter International buyer in Q1 2017 was BlackRock, an estimated $2.2B added.
  • The largest Baxter International seller in Q1 2017 was Third Point, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2017.