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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
PTCG
926
Pring Turner Capital Group
California
$28K +$26.7K +736 New
S
927
SignatureFD
Georgia
$23K +$21.5K +593 +2,965%
BOK
928
Bank of Kentucky
Kentucky
$21K -$3.41K -94 -15%
EWM
929
Elite Wealth Management
Washington
$21K
PSC
930
Prentiss Smith & Co
Vermont
$20K +$19.1K +527 New
NHFG
931
New Harbor Financial Group
Massachusetts
$19K
FWM
932
Focused Wealth Management
New York
$18K +$8.41K +232 +100%
SA
933
SRH Advisors
Kansas
$18K +$17.7K +488 New
NES
934
New England Securities
New York
$17K +$5.11K +141 +46%
VIA
935
Vantage Investment Advisors
Pennsylvania
$17K +$16.7K +460 New
WIC
936
Willis Investment Counsel
Georgia
$15.8K +$3.15M +86,711 +26%
AFIA
937
America First Investment Advisors
Nebraska
$14K
RFS
938
Rockefeller Financial Services
New York
$14K
LWM
939
LBA Wealth Management
Florida
$14K +$13.3K +368 New
MAS
940
Madden Advisory Services
Florida
$10K
NCM
941
Nelson Capital Management
California
$9K
CA
942
CapWealth Advisors
Tennessee
$8K -$26.7K -737 -78%
CPA
943
Cowen Prime Advisors
New York
$8K
FIG
944
Fusion Investment Group
Pennsylvania
$8K +$7.94K +219 New
HIM
945
Hillsdale Investment Management
Ontario, Canada
$7K -$260K -7,180 -98%
MA
946
MCF Advisors
Kentucky
$7K -$2.39K -66 -26%
BCI
947
Brinker Capital Investments
Pennsylvania
$7K
CAL
948
Capital Advisors Ltd
Ohio
$7K +$6.82K +188 New
SGAM
949
Smith Group Asset Management
Texas
$5K -$4.61K -127 -48%
LFG
950
LifePlan Financial Group
Ohio
$5K

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.