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Baxter International

963 hedge funds and large institutions have $30.8B invested in Baxter International in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 372 increasing their positions, 332 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 78

18% more call options, than puts

Call options by funds: $349M | Put options by funds: $296M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 332

6% more funds holding

Funds holding: 909963 (+54)

5% more capital invested

Capital invested by funds: $29.2B → $30.8B (+$1.56B)

0.96% less ownership

Funds ownership: 149.17%148.21% (-0.96%)

Holders
963
Holders Change
+54
Holders Change %
+5.94%
% of All Funds
27.95%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
140
Increased
372
Reduced
332
Closed
78
Calls
$349M
Puts
$296M
Net Calls
+$52.9M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
126
Dimensional Fund Advisors
Texas
$36.3M -$107K -2,950 -0.3%
GC
127
Guggenheim Capital
Illinois
$35.4M +$727K +20,043 +2%
SBH
128
Segall Bryant & Hamill
Illinois
$35.1M +$1.1M +30,441 +3%
MSA
129
Mason Street Advisors
Wisconsin
$34.8M +$145K +3,990 +0.4%
RCM
130
RNC Capital Management
California
$33.4M +$32.1M +884,240 New
FWCM
131
Ferguson Wellman Capital Management
Oregon
$33.3M +$964K +26,581 +3%
WCM
132
Winton Capital Management
United Kingdom
$33.2M +$3.93M +108,389 +14%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.9M +$1.42M +39,099 +5%
Aviva
134
Aviva
United Kingdom
$32.6M +$197K +5,419 +0.6%
PFC
135
Poplar Forest Capital
California
$31.9M +$637K +17,558 +2%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$30.9M -$361K -9,941 -1%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$30M +$344K +9,485 +1%
HI
138
Honeywell International
North Carolina
$28.5M +$7.61M +209,874 +38%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$27.8M +$1.56M +42,997 +6%
TA
140
Teachers Advisors
New York
$27.6M +$702K +19,343 +3%
VanEck Associates
141
VanEck Associates
New York
$26.9M +$25.8M +712,198 New
SIA
142
Sit Investment Associates
Minnesota
$26.8M -$21.9M -603,461 -46%
DGHMC
143
Dalton, Greiner, Hartman, Maher & Co
New York
$26.3M +$3.64M +100,465 +17%
SO
144
STRS Ohio
Ohio
$26.1M -$16.2M -446,626 -39%
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$25.9M +$16.3M +448,166 +189%
WI
146
WBI Investments
New Jersey
$25.8M +$24.8M +683,808 New
US Bancorp
147
US Bancorp
Minnesota
$25.8M +$1.13M +31,231 +5%
PIM
148
Perkins Investment Management
Illinois
$25.8M +$13.4M +369,890 +118%
ACI
149
AMP Capital Investors
Australia
$25.8M -$4.32M -119,063 -15%
EVM
150
Eaton Vance Management
Massachusetts
$25.4M -$695K -19,167 -3%

BAX Hedge Fund Activity: Q4 2013 in Review

963 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2013, worth a combined $30.8B — up 5.3% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new BAX positions and 78 closed out — a net gain of 62 holders — while 372 added to existing stakes and 332 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $281M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 963 institutional investors held Baxter International (BAX) as of Q4 2013, up from 909 in Q3 2013.
  • Funds reported $30.8B of Baxter International stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 140 funds opened new Baxter International positions in Q4 2013 and 78 closed out, a net change of +62 holders.
  • The largest Baxter International buyer in Q4 2013 was Aberdeen Asset Management, an estimated $281M added.
  • The largest Baxter International seller in Q4 2013 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q4 2013.