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Baxter International

1,061 hedge funds and large institutions have $29.6B invested in Baxter International in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 268 increasing their positions, 466 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

35% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $48.5M

33% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 67

1% more funds holding

Funds holding: 1,0481,061 (+13)

0.2% less ownership

Funds ownership: 85.03%84.83% (-0.2%)

1% less capital invested

Capital invested by funds: $29.9B → $29.6B (-$297M)

42% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 466

Holders
1,061
Holders Change
+13
Holders Change %
+1.24%
% of All Funds
24.31%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
89
Increased
268
Reduced
466
Closed
67
Calls
$65.6M
Puts
$48.5M
Net Calls
+$17.2M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
926
Sound Income Strategies
Florida
$83K
TG
927
TLP Group
Illinois
$80K -$123K -1,811 -60%
MCM
928
McKinley Capital Management
Alaska
$79K -$26.7K -394 -25%
SIM
929
Sonora Investment Management
Arizona
$78K
GLI
930
Guardian Life Insurance
New York
$75K -$32.1K -474 -29%
M
931
MOTCO
Texas
$74K -$27.1K -400 -26%
TCM
932
Tradewinds Capital Management
Washington
$72K +$68 +1 +0.1%
APA
933
American Portfolios Advisors
New York
$70.1K +$1.28K +19 +2%
PCG
934
Private Capital Group
Connecticut
$70K -$1.96K -29 -3%
JCM
935
Jacobi Capital Management
Pennsylvania
$68K
AIS
936
AlphaOne Investment Services
Pennsylvania
$68K +$70.3K +1,039 New
JA
937
JOYN Advisors
Georgia
$68K +$71.2K +1,052 New
CLOS
938
Compagnie Lombard Odier SCmA
Switzerland
$66K -$124K -1,837 -64%
BCM
939
Brasada Capital Management
Texas
$65K
TVWM
940
Tower View Wealth Management
Wisconsin
$65K
WTC
941
WhitTier Trust Company
Nevada
$62K
Carson Wealth (CWM LLC)
942
Carson Wealth (CWM LLC)
Nebraska
$61K
SIAS
943
Shine Investment Advisory Services
Colorado
$60K
MWM
944
MinichMacGregor Wealth Management
New York
$60K +$1.56K +23 +3%
OIA
945
Optimum Investment Advisors
Illinois
$57K +$59.5K +880 New
WPW
946
Winthrop Partners - WNY
New York
$56.7K +$59.2K +875 New
PCP
947
Proficio Capital Partners
Massachusetts
$55K -$68 -1 -0.1%
MBT
948
Monroe Bank & Trust
Michigan
$55K
SIA
949
Sit Investment Associates
Minnesota
$55K
FPS
950
Fieldpoint Private Securities
Connecticut
$53K

BAX Hedge Fund Activity: Q1 2018 in Review

1,061 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2018, worth a combined $29.6B — down 0.99% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BAX positions and 67 closed out — a net gain of 22 holders — while 268 added to existing stakes and 466 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $889M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $397M.

  • 1,061 institutional investors held Baxter International (BAX) as of Q1 2018, up from 1,048 in Q4 2017.
  • Funds reported $29.6B of Baxter International stock for Q1 2018, down 0.99% quarter-over-quarter.
  • 89 funds opened new Baxter International positions in Q1 2018 and 67 closed out, a net change of +22 holders.
  • The largest Baxter International buyer in Q1 2018 was Fidelity Investments, an estimated $889M added.
  • The largest Baxter International seller in Q1 2018 was State Farm Mutual Automobile Insurance, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2018.