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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
CAL
976
Capital Analysts LLC
Pennsylvania
$34K
SWA
977
Sutton Wealth Advisors
Florida
$33.6K
CWM
978
Catamount Wealth Management
Connecticut
$33K
FRA
979
Front Row Advisors
California
$33K
LA
980
Legacy Advisors
Pennsylvania
$33K
PSC
981
Prentiss Smith & Co
Vermont
$33K
MOS
982
MGO One Seven
Ohio
$31K -$3.99K -59 -11%
AWM
983
AllSquare Wealth Management
New York
$31K
EWM
984
Endurance Wealth Management
Rhode Island
$31K
KA
985
Kaizen Advisory
Illinois
$31K
SAM
986
Shamrock Asset Management
Texas
$31K
WTB
987
Washington Trust Bank
Washington
$30K -$5.75K -85 -16%
PCM
988
Poehling Capital Management
Wisconsin
$28K
DWA
989
Divergent Wealth Advisors
Utah
$28K +$29.4K +434 New
RCG
990
Ruggie Capital Group
Florida
$27K +$18.5K +273 +201%
IP
991
Intellectus Partners
California
$26K
NCM
992
Northstar Capital Management
New York
$26K
TC
993
Trust Company
Kansas
$26K
WWM
994
Willingdon Wealth Management
North Carolina
$26K +$27.1K +400 New
GTAM
995
Global Trust Asset Management
Florida
$25K
NCM
996
New Capital Management
Texas
$25K
PCFFS
997
Pacific Center for Financial Services
California
$24K
MSFP
998
Mark Sheptoff Financial Planning
Connecticut
$23K
SCM
999
Silvant Capital Management
Georgia
$23K +$24.2K +358 New
PCM
1000
Princeton Capital Management
New Jersey
$21K +$21.6K +320 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.