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1,383 hedge funds and large institutions have $40.9B invested in Abbott in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 513 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 71

69% more funds holding in top 10

Funds holding in top 10: 1627 (+11)

17% more capital invested

Capital invested by funds: $34.9B → $40.9B (+$5.97B)

6% more funds holding

Funds holding: 1,3081,383 (+75)

1.23% more ownership

Funds ownership: 67.4%68.63% (+1.2%)

3% less call options, than puts

Call options by funds: $271M | Put options by funds: $280M

4% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 534

Holders
1,383
Holders Change
+75
Holders Change %
+5.73%
% of All Funds
40.15%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.78%
New
160
Increased
513
Reduced
534
Closed
71
Calls
$271M
Puts
$280M
Net Calls
-$9.02M
Net Calls Change
+$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$330M -$60.4M -1,639,512 -16%
JP Morgan Chase
27
JP Morgan Chase
New York
$320M +$6.68M +181,176 +2%
IFP
28
Independent Franchise Partners
United Kingdom
$319M +$19.4M +525,664 +7%
Polen Capital Management
29
Polen Capital Management
Florida
$293M +$51.5M +1,398,291 +22%
Franklin Resources
30
Franklin Resources
California
$282M +$5.53M +150,079 +2%
Legal & General Group
31
Legal & General Group
United Kingdom
$275M +$3.54M +95,916 +1%
UBS AM
32
UBS AM
Illinois
$262M -$515K -13,970 -0.2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$251M +$198M +5,358,370 +450%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$247M +$237M +6,441,971 New
Pzena Investment Management
35
Pzena Investment Management
New York
$246M -$837K -22,719 -0.4%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$244M +$68M +1,844,127 +41%
MAA
37
Managed Account Advisors
New Jersey
$242M +$51.6M +1,398,901 +29%
BA
38
BlackRock Advisors
Delaware
$235M -$62.4M -1,691,906 -22%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$230M -$4.26M -115,533 -2%
Prudential Financial
40
Prudential Financial
New Jersey
$225M -$7.8M -211,600 -3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$203M +$30.3M +822,546 +18%
AllianceBernstein
42
AllianceBernstein
Tennessee
$202M +$6.43M +174,517 +3%
Deutsche Bank
43
Deutsche Bank
Germany
$199M -$56.4M -1,529,797 -23%
EVM
44
Eaton Vance Management
Massachusetts
$194M +$5.6M +151,853 +3%
EIP
45
Epoch Investment Partners
New York
$194M -$7.97M -216,286 -4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$187M -$4.88M -132,524 -3%
BlackRock
47
BlackRock
New York
$183M -$22.8M -619,507 -12%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$179M +$81.9M +2,221,261 +91%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$179M -$6.89M -187,025 -4%
AQR Capital Management
50
AQR Capital Management
Connecticut
$177M +$14.3M +388,175 +9%

ABT Hedge Fund Activity: Q4 2013 in Review

1,383 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2013, worth a combined $40.9B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new ABT positions and 71 closed out — a net gain of 89 holders — while 513 added to existing stakes and 534 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $198M. The largest seller was BlackRock Institutional Trust, cutting an estimated $128M.

  • 1,383 institutional investors held Abbott (ABT) as of Q4 2013, up from 1,308 in Q3 2013.
  • Funds reported $40.9B of Abbott stock for Q4 2013, up 17% quarter-over-quarter.
  • 160 funds opened new Abbott positions in Q4 2013 and 71 closed out, a net change of +89 holders.
  • The largest Abbott buyer in Q4 2013 was Neuberger Berman Group, an estimated $198M added.
  • The largest Abbott seller in Q4 2013 was BlackRock Institutional Trust, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2013.