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Baxter International
BAX

936 hedge funds and large institutions have $19.6B invested in Baxter International in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 314 increasing their positions, 322 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $212M | Put options by funds: $129M

49% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 77

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

9% more capital invested

Capital invested by funds: $17.9B → $19.6B (+$1.69B)

3% more funds holding

Funds holding: 912 → 936 (+24)

0.97% less ownership

Funds ownership: 91.16% → 90.19% (-0.97%)

2% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 322

Holders
936
Holders Change
+24
Holders Change %
+2.63%
% of All Funds
13.48%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
115
Increased
314
Reduced
322
Closed
77
Calls
$212M
Puts
$129M
Net Calls
+$83.1M
Net Calls Change
-$38.8M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$165M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$102M
3
Bank of America
Bank of America
North Carolina
+$75M
4
BlackRock
BlackRock
New York
+$52.2M
5
PAM
Panagora Asset Management
Massachusetts
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$178M
2
UE
Unisphere Establishment
Liechtenstein
-$81.3M
3
Prudential Financial
Prudential Financial
New Jersey
-$65.4M
4
PC
PointState Capital
New York
-$60M
5
DM
Deerfield Management
New York
-$55M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1001
O'Dell Group
Ohio
– -$8.12K -210 Closed
GCM
1002
Gables Capital Management
Florida
– -$5.8K -150 Closed
LFG
1003
Larson Financial Group
Missouri
– -$5.72K -148 Closed
NFA
1004
Northwest Financial Advisors
Virginia
– -$5.41K -140 Closed
FWM
1005
Focused Wealth Management
New York
– -$5.27K -136 Closed
SL
1006
Salomon & Ludwin
Virginia
– -$3.77K -100 Closed
TH
1007
TCTC Holdings
Texas
– -$3.87K -100 Closed
CBT
1008
Central Bank & Trust
Kentucky
– -$3.63K -94 Closed
AT
1009
Avalon Trust
New Mexico
– -$2.41K -62 Closed
PVH
1010
Psagot Value Holdings
Israel
– -$1K -36 Closed
B
1011
Birchbrook
Maine
– -$1.31K -34 Closed
Lazard Asset Management
1012
Lazard Asset Management
New York
– -$1K -28 Closed
JFGIW
1013
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$857 -22 Closed
APC
1014
Aspire Private Capital
North Carolina
– -$618 -16 Closed
MSWM
1015
McGlone Suttner Wealth Management
Wisconsin
– -$382 -10 Closed
GWMI
1016
Guardian Wealth Management (Illinois)
Illinois
– -$22 -1 Closed
37 38 39 40
41

BAX Hedge Fund Activity: Q1 2024 in Review

936 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2024, worth a combined $19.6B — up 9.5% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BAX positions and 77 closed out — a net gain of 38 holders — while 314 added to existing stakes and 322 trimmed.

The largest buyer was Ameriprise, adding an estimated $165M. The largest seller was Morgan Stanley, cutting an estimated $178M.

  • 936 institutional investors held Baxter International (BAX) as of Q1 2024, up from 912 in Q4 2023.
  • Funds reported $19.6B of Baxter International stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 115 funds opened new Baxter International positions in Q1 2024 and 77 closed out, a net change of +38 holders.
  • The largest Baxter International buyer in Q1 2024 was Ameriprise, an estimated $165M added.
  • The largest Baxter International seller in Q1 2024 was Morgan Stanley, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2024.