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1,380 hedge funds and large institutions have $39.7B invested in Abbott in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 542 increasing their positions, 576 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 63

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

7% more call options, than puts

Call options by funds: $184M | Put options by funds: $172M

0% less funds holding

Funds holding: 1,3831,380 (-3)

3% less capital invested

Capital invested by funds: $40.9B → $39.7B (-$1.13B)

6% less repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 576

2.06% less ownership

Funds ownership: 68.63%66.57% (-2.1%)

Holders
1,380
Holders Change
-3
Holders Change %
-0.22%
% of All Funds
39.85%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
75
Increased
542
Reduced
576
Closed
63
Calls
$184M
Puts
$172M
Net Calls
+$11.9M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
351
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.54M +$2.22M +57,488 +42%
MWR
352
McAdams Wright Ragen
Washington
$7.48M +$4.8M +124,466 +178%
BHWM
353
Bar Harbor Wealth Management
New Hampshire
$7.4M +$14.6K +379 +0.2%
Natixis Advisors
354
Natixis Advisors
Massachusetts
$7.38M -$181K -4,697 -2%
Allianz Asset Management
355
Allianz Asset Management
Germany
$7.36M -$564K -14,630 -7%
GL
356
GLG LLC
New York
$7.34M +$7.35M +190,690 New
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$7.33M +$95.6K +2,480 +1%
VC
358
Vestor Capital
Illinois
$7.31M +$218K +5,650 +3%
CAI
359
Capital Advisors Inc
Oklahoma
$7.23M -$33.9K -880 -0.5%
CAM
360
Capstone Asset Management
Texas
$7.22M -$10.3M -267,988 -59%
ACM
361
Academy Capital Management
Texas
$7.22M -$37.9K -984 -0.5%
ZAM
362
Zevin Asset Management
Massachusetts
$7.2M -$94.7K -2,457 -1%
IGIM
363
I.G. Investment Management
Manitoba, Canada
$7.19M +$766K +19,865 +12%
UBWV
364
United Bank (West Virginia)
West Virginia
$7.16M +$424K +10,993 +6%
KLC
365
Knowledge Leaders Capital
Colorado
$7.1M +$7.11M +184,352 New
SCM
366
Shelton Capital Management
Colorado
$7.09M -$3.47K -90 -0%
SM
367
Stratton Management
Pennsylvania
$7.08M -$15.4K -400 -0.2%
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
$7.07M +$82.5K +2,140 +1%
PP
369
Paloma Partners
Connecticut
$7.02M +$4.38M +113,543 +165%
OCM
370
Olstein Capital Management
New York
$7.01M +$116K +3,000 +2%
WTNA
371
Wilmington Trust National Association
Delaware
$6.98M -$1.18M -30,677 -14%
DIA
372
Denver Investment Advisors
Colorado
$6.97M +$169K +4,386 +2%
OPCM
373
Osborne Partners Capital Management
California
$6.95M -$37.5K -972 -0.5%
AFIA
374
America First Investment Advisors
Nebraska
$6.93M +$58.1K +1,507 +0.8%
SBWIC
375
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.87M +$1.08M +28,035 +19%

ABT Hedge Fund Activity: Q1 2014 in Review

1,380 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2014, worth a combined $39.7B — down 2.8% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ABT positions and 63 closed out — a net gain of 12 holders — while 542 added to existing stakes and 576 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $299M. The largest seller was Vanguard Group, cutting an estimated $421M.

  • 1,380 institutional investors held Abbott (ABT) as of Q1 2014, down from 1,383 in Q4 2013.
  • Funds reported $39.7B of Abbott stock for Q1 2014, down 2.8% quarter-over-quarter.
  • 75 funds opened new Abbott positions in Q1 2014 and 63 closed out, a net change of +12 holders.
  • The largest Abbott buyer in Q1 2014 was JP Morgan Chase, an estimated $299M added.
  • The largest Abbott seller in Q1 2014 was Vanguard Group, an estimated $421M sold.

Based on aggregated 13F filings for Q1 2014.