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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
BWA
1001
Burt Wealth Advisors
Maryland
$20K
IBOK
1002
Independence Bank of Kentucky
Kentucky
$20K
MUS
1003
Mitsubishi UFJ Securities
Japan
$20K
TFA
1004
Toth Financial Advisory
Virginia
$20K
WPA
1005
West Paces Advisors
Georgia
$19.8K
SBL
1006
Sargent Bickham Lagudis
Colorado
$19K
VCM
1007
Versant Capital Management
Arizona
$19K
YWP
1008
YorkBridge Wealth Partners
New York
$18K -$1.42K -21 -7%
DSI
1009
Daiwa SB Investments
Japan
$18K +$2.03K +30 +12%
EARNEST Partners
1010
EARNEST Partners
Georgia
$17K
AOWM
1011
Alpha Omega Wealth Management
Virginia
$16K
PFPT
1012
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K +$16.2K +240 New
SFM
1013
Signet Financial Management
New Jersey
$16K +$16.9K +250 New
Nomura Holdings
1014
Nomura Holdings
Japan
$15.7K +$13.1M +194,164 +409%
WAP
1015
Wealthcare Advisory Partners
Pennsylvania
$15K
FPB
1016
First PREMIER Bank
South Dakota
$14K -$20.2K -299 -58%
JFA
1017
JNBA Financial Advisors
Minnesota
$14K
FWM
1018
Focused Wealth Management
New York
$14K +$3.38K +50 +30%
ML
1019
McAdam LLC
Pennsylvania
$14K +$14.3K +211 New
HR
1020
Howe & Rusling
New York
$13K -$199K -2,942 -94%
MCA
1021
Mercer Capital Advisers
New Jersey
$13K
WWMSC
1022
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$2.84K +42 +27%
RFM
1023
Royal Fund Management
Florida
$13K +$10.7K +158 +376%
PAI
1024
Pittenger & Anderson Inc
Nebraska
$12K
WA
1025
WealthTrust-Arizona
Arizona
$11K -$677 -10 -6%

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.