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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
CC
976
Claybrook Capital
Massachusetts
$23K -$64.3K -957 -74%
WDL
977
Well Done LLC
Michigan
$23K +$23K +343 New
MNBTD
978
Moody National Bank Trust Division
Texas
$23K +$23.5K +350 New
UOTTAIMCU
979
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$23K +$23.5K +350 New
CJA
980
C-J Advisory
California
$22K +$8.94K +133 +64%
EI
981
Ellevest Inc
New York
$22K +$22.5K +335 New
MCM
982
McKinley Capital Management
Alaska
$21K -$67.8K -1,010 -76%
BWA
983
Burt Wealth Advisors
Maryland
$21K
PCM
984
Princeton Capital Management
New Jersey
$21K
WPA
985
West Paces Advisors
Georgia
$20.1K
TFA
986
Toth Financial Advisory
Virginia
$20K
VCM
987
Versant Capital Management
Arizona
$20K
DSI
988
Daiwa SB Investments
Japan
$20K +$1.34K +20 +7%
CIAS
989
Capital Investment Advisory Services
North Carolina
$20K +$20.1K +299 New
1NWS
990
1 North Wealth Services
Maryland
$20K +$20.5K +305 New
PAMU
991
Pictet Asset Management (UK)
United Kingdom
$19K -$1.05M -15,557 -5%
YWP
992
YorkBridge Wealth Partners
New York
$18K
SQA
993
Simon Quick Advisors
New Jersey
$18K +$18.3K +272 New
PHK
994
Point72 Hong Kong
Hong Kong
$17K -$88.6K -1,319 -84%
EARNEST Partners
995
EARNEST Partners
Georgia
$17K
AOWM
996
Alpha Omega Wealth Management
Virginia
$16K
WCM
997
WealthBridge Capital Management
Ohio
$16K +$16.8K +250 New
WIM
998
Westside Investment Management
California
$14.5K +$14.8K +220 New
JFA
999
JNBA Financial Advisors
Minnesota
$14K -$2.08K -31 -12%
FPB
1000
First PREMIER Bank
South Dakota
$14K

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.