We are live on ! Find out more
BAX icon

Baxter International

992 hedge funds and large institutions have $32.8B invested in Baxter International in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 424 increasing their positions, 325 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $491M | Put options by funds: $304M

30% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 325

6% more capital invested

Capital invested by funds: $30.8B → $32.8B (+$1.99B)

3% more funds holding

Funds holding: 963992 (+29)

1.2% more ownership

Funds ownership: 148.21%149.4% (+1.2%)

Holders
992
Holders Change
+29
Holders Change %
+3.01%
% of All Funds
28.65%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.81%
New
97
Increased
424
Reduced
325
Closed
58
Calls
$491M
Puts
$304M
Net Calls
+$188M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
201
Credit Agricole
France
$17.4M -$2.44M -65,274 -13%
SCM
202
SKBA Capital Management
California
$17.3M +$3.42M +91,498 +27%
WIC
203
Willis Investment Counsel
Georgia
$17.1M +$365K +9,758 +2%
ACI
204
AMP Capital Investors
Australia
$16.8M -$9.78M -261,590 -38%
GI
205
GAMCO Investors
Connecticut
$16.6M -$162K -4,326 -1%
WCM
206
Winton Capital Management
United Kingdom
$16.4M -$17.5M -468,203 -53%
SOMRS
207
State of Michigan Retirement System
Michigan
$16.3M +$75.7K +2,025 +0.5%
RFC
208
Regions Financial Corp
Alabama
$16M -$8.04M -215,011 -35%
MNA
209
Manning & Napier Advisors
New York
$15.9M -$829K -22,180 -5%
BCIM
210
British Columbia Investment Management
British Columbia, Canada
$15.8M -$3.08M -82,274 -17%
BNP Paribas Asset Management
211
BNP Paribas Asset Management
France
$15.7M +$1.33M +35,581 +10%
DWM
212
Destination Wealth Management
California
$15.1M +$99.6K +2,665 +0.7%
BIP
213
Brandes Investment Partners
California
$15.1M +$14.1M +376,595 New
Korea Investment Corp
214
Korea Investment Corp
South Korea
$14.9M -$895K -23,933 -6%
CCM
215
Copeland Capital Management
Pennsylvania
$14.8M +$366K +9,801 +3%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$14.8M +$141K +3,776 +1%
MVIP
217
Mar Vista Investment Partners
California
$14.7M +$536K +14,334 +4%
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.6M -$227K -6,076 -2%
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
$14M -$12.5M -334,464 -49%
MAM
220
Martingale Asset Management
Massachusetts
$13.8M +$3.11M +83,260 +32%
FWIA
221
Fort Washington Investment Advisors
Ohio
$13.6M
KeyBank National Association
222
KeyBank National Association
Ohio
$13.4M -$441K -11,792 -3%
FAM
223
Fiduciary Asset Management
Missouri
$13.4M +$3.91M +104,674 +45%
HighTower Advisors
224
HighTower Advisors
Illinois
$13.4M +$1.05M +28,208 +9%
Fidelity International
225
Fidelity International
Bermuda
$13.2M -$1.47M -39,213 -11%

BAX Hedge Fund Activity: Q1 2014 in Review

992 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2014, worth a combined $32.8B — up 6.5% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BAX positions and 58 closed out — a net gain of 39 holders — while 424 added to existing stakes and 325 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $446M.

  • 992 institutional investors held Baxter International (BAX) as of Q1 2014, up from 963 in Q4 2013.
  • Funds reported $32.8B of Baxter International stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2014 and 58 closed out, a net change of +39 holders.
  • The largest Baxter International buyer in Q1 2014 was Allianz Asset Management, an estimated $252M added.
  • The largest Baxter International seller in Q1 2014 was Capital World Investors, an estimated $446M sold.

Based on aggregated 13F filings for Q1 2014.