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1,308 hedge funds and large institutions have $34.9B invested in Abbott in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 555 increasing their positions, 519 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 519

0.74% more ownership

Funds ownership: 66.66%67.4% (+0.74%)

4% less capital invested

Capital invested by funds: $36.2B → $34.9B (-$1.31B)

6% less call options, than puts

Call options by funds: $221M | Put options by funds: $234M

2% less funds holding

Funds holding: 1,3301,308 (-22)

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
1,308
Holders Change
-22
Holders Change %
-1.65%
% of All Funds
42.4%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.52%
New
72
Increased
555
Reduced
519
Closed
82
Calls
$221M
Puts
$234M
Net Calls
-$13.2M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$271M +$71.7M +2,044,697 +33%
BA
27
BlackRock Advisors
Delaware
$260M -$173M -4,939,896 -39%
IFP
28
Independent Franchise Partners
United Kingdom
$259M +$84.4M +2,406,946 +45%
Franklin Resources
29
Franklin Resources
California
$239M -$11.5M -327,545 -4%
Legal & General Group
30
Legal & General Group
United Kingdom
$235M +$2.46M +70,017 +1%
Morgan Stanley
31
Morgan Stanley
New York
$233M -$64.4M -1,834,959 -21%
UBS AM
32
UBS AM
Illinois
$228M +$763K +21,753 +0.3%
Deutsche Bank
33
Deutsche Bank
Germany
$223M +$82.2M +2,341,550 +54%
SF
34
Sarofim Fayez
Texas
$218M +$230M +6,562,064 New
Pzena Investment Management
35
Pzena Investment Management
New York
$214M +$74.6M +2,127,242 +49%
Invesco
36
Invesco
Georgia
$209M -$41.3M -1,176,839 -16%
Polen Capital Management
37
Polen Capital Management
Florida
$207M -$12.8M -366,097 -6%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$203M -$34.2M -974,430 -14%
Prudential Financial
39
Prudential Financial
New Jersey
$202M +$10.5M +298,317 +5%
JIM
40
Jensen Investment Management
Oregon
$188M +$2.49M +70,999 +1%
BlackRock
41
BlackRock
New York
$179M +$1.76M +50,053 +0.9%
EIP
42
Epoch Investment Partners
New York
$175M +$31.4M +894,079 +20%
AllianceBernstein
43
AllianceBernstein
Tennessee
$169M +$70.8M +2,016,682 +65%
Charles Schwab
44
Charles Schwab
California
$169M +$40.2M +1,146,025 +30%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$168M -$10.1M -286,870 -5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$166M -$7.39M -210,641 -4%
EVM
47
Eaton Vance Management
Massachusetts
$163M -$899K -25,611 -0.5%
MAA
48
Managed Account Advisors
New Jersey
$163M +$8.54M +243,537 +5%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$160M +$5.79K +165 +0%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$157M -$5.76M -164,050 -3%

ABT Hedge Fund Activity: Q3 2013 in Review

1,308 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2013, worth a combined $34.9B — down 3.6% from $36.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ABT and 72 opened new positions — a net loss of 10 holders — while 519 trimmed existing stakes and 555 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $333M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $363M sold.

  • 1,308 institutional investors held Abbott (ABT) as of Q3 2013, down from 1,330 in Q2 2013.
  • Funds reported $34.9B of Abbott stock for Q3 2013, down 3.6% quarter-over-quarter.
  • 72 funds opened new Abbott positions in Q3 2013 and 82 closed out, a net change of -10 holders.
  • The largest Abbott buyer in Q3 2013 was Massachusetts Financial Services, an estimated $333M added.
  • The largest Abbott seller in Q3 2013 was Winslow Capital Management, an estimated $363M sold.

Based on aggregated 13F filings for Q3 2013.