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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
BCM
951
Blume Capital Management
California
$52K -$6.76K -100 -11%
THWM
952
Taylor Hoffman Wealth Management
Virginia
$51K
WIM
953
Westside Investment Management
California
$50.6K +$1.56K +23 +3%
FCB
954
First Command Bank
Texas
$50.4K
FCFS
955
First Command Financial Services
Texas
$50K
IFAM
956
Institutional & Family Asset Management
Colorado
$50K +$52.5K +776 New
ACM
957
Armbruster Capital Management
New York
$49K
KF
958
Krilogy Financial
Missouri
$48K
ATC
959
Adirondack Trust Company
New York
$46K +$45.1K +666 New
CT
960
CPF Texas
Texas
$43K
KTC
961
Kistler-Tiffany Companies
Pennsylvania
$43K
GI
962
Gradient Investments
Minnesota
$42K
KPCM
963
Kings Point Capital Management
New York
$41K
PFBT
964
Parkside Financial Bank & Trust
Missouri
$41K +$406 +6 +1%
FCAG
965
First Capital Advisors Group
New Jersey
$41K +$42.1K +623 New
CRM
966
Cramer Rosenthal McGlynn
Connecticut
$39K
PK
967
Pflug Koory
Nebraska
$39K
FIB
968
First Interstate Bank
Montana
$38K -$47.4K -700 -55%
GAM
969
Gemmer Asset Management
California
$38K
PG
970
Patten Group
Tennessee
$38K
ADL
971
Asset Dedication LLC
California
$37K
CCMW
972
Cypress Capital Management (Wyoming)
Wyoming
$37K
MYIA
973
Mount Yale Investment Advisors
Colorado
$37K +$38.8K +574 New
GRP
974
Global Retirement Partners
California
$35K +$15.3K +226 +74%
FC
975
Ferris Capital
Massachusetts
$35K +$36.4K +538 New

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.