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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B +$23.6M +651,591 +1%
State Street
2
State Street
Massachusetts
$1.75B +$19.6M +541,552 +1%
Capital World Investors
3
Capital World Investors
California
$1.37B -$835M -23,022,020 -39%
BIT
4
BlackRock Institutional Trust
California
$1.13B +$33.9M +934,628 +3%
AAM
5
Aberdeen Asset Management
United Kingdom
$1.04B +$281M +7,749,518 +39%
State Farm Mutual Automobile Insurance
6
State Farm Mutual Automobile Insurance
Illinois
$921M
BBHC
7
Brown Brothers Harriman & Co
New York
$819M +$60.3M +1,662,738 +8%
Wells Fargo
8
Wells Fargo
California
$774M +$36.3M +1,000,267 +5%
IC
9
Institutional Capital
Illinois
$738M +$47.7M +1,314,248 +7%
Northern Trust
10
Northern Trust
Illinois
$658M +$72M +1,985,814 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$608M +$89.8M +2,476,145 +18%
JP Morgan Chase
12
JP Morgan Chase
New York
$573M -$271M -7,471,098 -33%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$559M -$58.2M -1,605,477 -10%
BTS
14
BB&T Securities
Virginia
$556M +$8.05M +221,813 +18%
Morgan Stanley
15
Morgan Stanley
New York
$438M -$28M -770,931 -6%
BFA
16
BlackRock Fund Advisors
California
$422M +$44M +1,213,156 +12%
Bank of America
17
Bank of America
North Carolina
$409M -$58.2M -1,605,812 -13%
Macquarie Group
18
Macquarie Group
Australia
$403M +$51.2M +1,411,672 +15%
Lazard Asset Management
19
Lazard Asset Management
New York
$377M -$61.8M -1,705,005 -15%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$355M -$31.2M -859,928 -8%
BG
21
BlackRock Group
United Kingdom
$349M -$10.4M -287,951 -3%
LSV Asset Management
22
LSV Asset Management
Illinois
$342M +$191M +5,261,812 +138%
Deutsche Bank
23
Deutsche Bank
Germany
$339M +$149M +4,110,476 +85%
PI
24
Putnam Investments
Massachusetts
$293M +$8.92M +245,958 +3%
Norges Bank
25
Norges Bank
Norway
$278M -$25M -688,420 -9%

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.