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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
GRP
951
Global Retirement Partners
California
$35K -$11.2K -167 -24%
SWA
952
Sutton Wealth Advisors
Florida
$34K
MOS
953
MGO One Seven
Ohio
$34K +$34.7K +517 New
THWM
954
Taylor Hoffman Wealth Management
Virginia
$33K -$18.8K -280 -36%
ACS
955
Archford Capital Strategies
Illinois
$33K
FRA
956
Front Row Advisors
California
$33K
BWP
957
Baldwin Wealth Partners
Massachusetts
$33K +$30.4K +452 +904%
EWM
958
Endurance Wealth Management
Rhode Island
$32K
WAS
959
WESPAC Advisors SoCal
California
$32K
PWMG
960
Prestige Wealth Management Group
New Jersey
$32K +$32.7K +487 New
CAL
961
Capital Analysts LLC
Pennsylvania
$31K -$3.63K -54 -10%
BBA
962
Braun-Bostich & Associates
Pennsylvania
$31K +$8.46K +126 +37%
CA
963
Claro Advisors
Massachusetts
$30K +$26K +387 New
WANY
964
Wealthspire Advisors (New York)
New York
$30K +$30.3K +451 New
FC
965
Ferris Capital
Massachusetts
$29K
SAM
966
Shamrock Asset Management
Texas
$29K
NFG
967
Next Financial Group
Texas
$26K -$14K -209 -34%
NCM
968
Northstar Capital Management
New York
$26K
PGWM
969
Parisi Gray Wealth Management
New Jersey
$26K +$26.9K +400 New
NCM
970
New Capital Management
Texas
$25K
GIC
971
Gantzert Investment Company
Illinois
$25K +$25.3K +376 New
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$24K
PCFFS
973
Pacific Center for Financial Services
California
$24K
SCM
974
Silvant Capital Management
Georgia
$24K
Capstone Investment Advisors
975
Capstone Investment Advisors
New York
$23K -$240K -3,566 -91%

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.