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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
FCE
951
Fiera Capital (Europe)
Cayman Islands
$37K -$42.8K -1,145 -55%
KLWA
952
Kelly Lawrence W & Associates
California
$37K
MPWT
953
MassMutual Private Wealth & Trust
Connecticut
$36.8K
LFR
954
Lehman Financial Resources
Pennsylvania
$35K
EFSCE
955
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$897 +24 +3%
MMG
956
Monetary Management Group
Missouri
$29K +$26.8K +716 New
PSC
957
Prentiss Smith & Co
Vermont
$21K
NHFG
958
New Harbor Financial Group
Massachusetts
$20K -$75 -2 -0.4%
SA
959
SRH Advisors
Kansas
$19K
VIA
960
Vantage Investment Advisors
Pennsylvania
$19K +$822 +22 +5%
MUMSS
961
Mitsubishi UFJ Morgan Stanley Securities
Japan
$18K -$17.2K -460 -51%
NES
962
New England Securities
New York
$18K +$374 +10 +2%
Acadian Asset Management
963
Acadian Asset Management
Massachusetts
$17K -$68.8K -1,841 -81%
TF
964
Trutina Financial
Washington
$17K +$16.2K +433 New
S
965
SignatureFD
Georgia
$16K -$7.78K -208 -34%
AFIA
966
America First Investment Advisors
Nebraska
$15K
LWM
967
LBA Wealth Management
Florida
$15K
RFS
968
Rockefeller Financial Services
New York
$15K
BRWM
969
B. Riley Wealth Management
Tennessee
$14K +$13.5K +361 New
MAS
970
Madden Advisory Services
Florida
$11K
NCM
971
Nelson Capital Management
California
$10K
FWM
972
Focused Wealth Management
New York
$9K -$8.67K -232 -50%
CPA
973
Cowen Prime Advisors
New York
$9K +$972 +26 +13%
CAL
974
Capital Advisors Ltd
Ohio
$8K
CA
975
CapWealth Advisors
Tennessee
$8K

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.