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Baxter International

1,038 hedge funds and large institutions have $31B invested in Baxter International in 2015 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 369 increasing their positions, 420 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2331 (+8)

24% more call options, than puts

Call options by funds: $233M | Put options by funds: $187M

2.69% more ownership

Funds ownership: 151.43%154.12% (+2.7%)

1% more capital invested

Capital invested by funds: $30.8B → $31B (+$250M)

3% less funds holding

Funds holding: 1,0691,038 (-31)

12% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 420

16% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 104

Holders
1,038
Holders Change
-31
Holders Change %
-2.9%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.84%
New
87
Increased
369
Reduced
420
Closed
104
Calls
$233M
Puts
$187M
Net Calls
+$45.6M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
976
Waverly Advisors
Alabama
$34K +$20K +534 +145%
LFR
977
Lehman Financial Resources
Pennsylvania
$33K
AWS
978
Aris Wealth Services
Pennsylvania
$31K
BWA
979
Burt Wealth Advisors
Maryland
$29K
RAM
980
Riggs Asset Management
Pennsylvania
$28K +$6.99K +187 +34%
SHJ
981
Sharkey, Howes & Javer
Colorado
$28K +$27.5K +736 New
KT
982
Kanaly Trust
Texas
$27K -$163K -4,350 -86%
AWA
983
AmeriServ Wealth Advisors
Pennsylvania
$27K +$48.2K +1,289 New
VIA
984
Vantage Investment Advisors
Pennsylvania
$25K -$20.7K -555 -45%
BRWM
985
B. Riley Wealth Management
Tennessee
$24K +$224 +6 +0.9%
FA
986
FMA Advisory
Pennsylvania
$24K +$23.4K +626 New
SAM
987
Sectoral Asset Management
Quebec, Canada
$22K +$21.7K +580 New
PIA
988
Peachtree Investment Advisors
Georgia
$21K -$34.4K -921 -63%
MMG
989
Monetary Management Group
Missouri
$21K
IMS
990
Index Management Solutions
Pennsylvania
$21K +$13.9K +372 +198%
FWM
991
Focused Wealth Management
New York
$20K -$5.68K -152 -22%
BWFA
992
Baltimore-Washington Financial Advisors
Maryland
$20K
CCMW
993
Cypress Capital Management (Wyoming)
Wyoming
$19.6K
LWM
994
Lenox Wealth Management
Ohio
$19K -$122K -3,277 -87%
BCA
995
Bray Capital Advisors
Florida
$19K
SA
996
SRH Advisors
Kansas
$19K
NHFG
997
New Harbor Financial Group
Massachusetts
$18K
JG
998
Jefferies Group
New York
$17K -$1.28M -34,151 -99%
AC
999
Alexandria Capital
Virginia
$17K -$41.3K -1,105 -71%
SIG
1000
Stanford Investment Group
California
$17K

BAX Hedge Fund Activity: Q2 2015 in Review

1,038 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2015, worth a combined $31B — up 0.81% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of BAX and 87 opened new positions — a net loss of 17 holders — while 420 trimmed existing stakes and 369 added.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $556M. The largest seller was Allianz Asset Management, cutting an estimated $385M.

  • 1,038 institutional investors held Baxter International (BAX) as of Q2 2015, down from 1,069 in Q1 2015.
  • Funds reported $31B of Baxter International stock for Q2 2015, up 0.81% quarter-over-quarter.
  • 87 funds opened new Baxter International positions in Q2 2015 and 104 closed out, a net change of -17 holders.
  • The largest Baxter International buyer in Q2 2015 was York Capital Management Global Advisors, an estimated $556M added.
  • The largest Baxter International seller in Q2 2015 was Allianz Asset Management, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2015.