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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
BAMG
1001
Brand Asset Management Group
Missouri
$13K
IBOK
1002
Independence Bank of Kentucky
Kentucky
$13K
MCA
1003
Mercer Capital Advisers
New Jersey
$13K
RFM
1004
Royal Fund Management
Florida
$13K
LPWM
1005
Lake Point Wealth Management
Texas
$13K +$13.2K +196 New
PGAM
1006
Princeton Global Asset Management
New Jersey
$13K +$13.4K +200 New
PAI
1007
Pittenger & Anderson Inc
Nebraska
$12K
WA
1008
WealthTrust-Arizona
Arizona
$12K +$739 +11 +7%
CB
1009
CNB Bank
Pennsylvania
$11K
ONST
1010
Old North State Trust
North Carolina
$11K
CBT
1011
Central Bank & Trust
Kentucky
$10K
KL
1012
KWMG LLC
Kansas
$10K +$1.48K +22 +17%
CHP
1013
Cable Hill Partners
Oregon
$10K +$2.42K +36 +32%
CFA
1014
Clarfeld Financial Advisors
New York
$10K +$9.81K +146 New
AF
1015
Allworth Financial
California
$9K
CIA
1016
CSat Investment Advisory
Michigan
$8K +$2.96K +44 +59%
Winslow Capital Management
1017
Winslow Capital Management
Minnesota
$7K -$186M -2,761,297 -100%
FAM
1018
Fred Alger Management
New York
$7K -$1.81M -27,000 -100%
IP
1019
Intellectus Partners
California
$7K -$20.1K -299 -75%
CAL
1020
Capital Advisors Ltd
Ohio
$7K
CAC
1021
Certified Advisory Corp
Florida
$7K
NWM
1022
Northwest Wealth Management
Iowa
$7K
SL
1023
Salomon & Ludwin
Virginia
$7K +$7.32K +109 New
GEA
1024
Glen Eagle Advisors
New Jersey
$6.92K
PWM
1025
PRW Wealth Management
Massachusetts
$6K +$6.52K +97 New

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.