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Baxter International

1,052 hedge funds and large institutions have $28.9B invested in Baxter International in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 413 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 121

8% less call options, than puts

Call options by funds: $79.5M | Put options by funds: $86.9M

2% less funds holding

Funds holding: 1,0691,052 (-17)

1.62% less ownership

Funds ownership: 84.82%83.2% (-1.6%)

17% less capital invested

Capital invested by funds: $34.9B → $28.9B (-$6.04B)

27% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 413

Holders
1,052
Holders Change
-17
Holders Change %
-1.59%
% of All Funds
23.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
117
Increased
300
Reduced
413
Closed
121
Calls
$79.5M
Puts
$86.9M
Net Calls
-$7.37M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
901
Rational Advisors
New York
$76K +$34.9K +520 +83%
MFBTD
902
MB Financial Bank - Trust Department
Illinois
$74K -$13.4K -200 -15%
LC
903
Lavaca Capital
Texas
$74K +$75.9K +1,130 New
JCM
904
Jacobi Capital Management
Pennsylvania
$70K +$67 +1 +0.1%
LBG
905
Lloyds Banking Group
United Kingdom
$69K -$2.89K -43 -4%
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$66.6K -$60.5K -901 -47%
HPC
907
HM Payson & Co
Maine
$66K -$3.37M -50,180 -98%
TCM
908
Tradewinds Capital Management
Washington
$66K -$6.85K -102 -9%
RWA
909
River Wealth Advisors
Pennsylvania
$66K -$2.35K -35 -3%
ATC
910
Adirondack Trust Company
New York
$66K +$22.4K +334 +50%
KPW
911
Kore Private Wealth
New York
$66K +$67.2K +1,000 New
PFC
912
Phocas Financial Corp
California
$66K +$67.2K +1,000 New
WTC
913
WhitTier Trust Company
Nevada
$63K +$202 +3 +0.3%
CLOS
914
Compagnie Lombard Odier SCmA
Switzerland
$63K +$64.8K +964 New
LC
915
Lindbrook Capital
California
$62K +$63.7K +948 New
APA
916
American Portfolios Advisors
New York
$59.6K
OIA
917
Optimum Investment Advisors
Illinois
$58K
WPW
918
Winthrop Partners - WNY
New York
$57.6K
PCP
919
Proficio Capital Partners
Massachusetts
$57K +$1.41K +21 +2%
WEC
920
Winslow Evans & Crocker
Massachusetts
$56K -$67.2K -1,000 -54%
KTC
921
Kistler-Tiffany Companies
Pennsylvania
$56K
FPS
922
Fieldpoint Private Securities
Connecticut
$54K
AWM
923
AllSquare Wealth Management
New York
$54K +$16.5K +245 +42%
BCM
924
Blume Capital Management
California
$53K
IFAM
925
Institutional & Family Asset Management
Colorado
$51K

BAX Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2018, worth a combined $28.9B — down 17% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of BAX and 117 opened new positions — a net loss of 4 holders — while 413 trimmed existing stakes and 300 added.

The largest buyer was Wellington Management Group, adding an estimated $310M. The largest seller was Third Point, cutting an estimated $537M.

  • 1,052 institutional investors held Baxter International (BAX) as of Q4 2018, down from 1,069 in Q3 2018.
  • Funds reported $28.9B of Baxter International stock for Q4 2018, down 17% quarter-over-quarter.
  • 117 funds opened new Baxter International positions in Q4 2018 and 121 closed out, a net change of -4 holders.
  • The largest Baxter International buyer in Q4 2018 was Wellington Management Group, an estimated $310M added.
  • The largest Baxter International seller in Q4 2018 was Third Point, an estimated $537M sold.

Based on aggregated 13F filings for Q4 2018.