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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
SIC
501
SFE Investment Counsel
California
$3.44M +$188K +5,353 +5%
BAM
502
Barrett Asset Management
New York
$3.43M +$171K +4,875 +5%
SIM
503
Sentry Investment Management
Wisconsin
$3.43M +$1.25M +35,500 +52%
H
504
Hexavest
Quebec, Canada
$3.43M +$106K +3,019 +3%
PAMG
505
Patton Albertson Miller Group
Tennessee
$3.41M -$23.2K -660 -0.6%
DC
506
Davenport & Co
Virginia
$3.4M -$53.5K -1,524 -1%
QI
507
Qualcomm Inc
California
$3.4M
SMI
508
Shelter Mutual Insurance
Missouri
$3.39M
1IC
509
1919 Investment Counsel
Maryland
$3.38M -$253K -7,211 -7%
FFBTD
510
First Financial Bank - Trust Division
Ohio
$3.38M -$82.1K -2,340 -2%
SCCM
511
Schafer Cullen Capital Management
New York
$3.34M -$68.3K -1,946 -2%
MIM
512
Marco Investment Management
Georgia
$3.33M +$3.52M +100,255 New
DBT
513
Dubuque Bank & Trust
Iowa
$3.31M +$98.4K +2,805 +3%
LTFS
514
Ladenburg Thalmann Financial Services
Florida
$3.29M -$645K -18,394 -16%
IA
515
Icon Advisers
Colorado
$3.24M -$432K -12,310 -11%
HBWM
516
Hollow Brook Wealth Management
New York
$3.23M -$90.3K -2,573 -3%
LIA
517
LS Investment Advisors
Michigan
$3.2M -$153K -4,368 -4%
ST
518
Sageworth Trust
Pennsylvania
$3.2M
RB
519
Rodgers Brothers
Pennsylvania
$3.19M +$3.51K +100 +0.1%
MCM
520
Monarch Capital Management
Indiana
$3.16M +$153K +4,367 +5%
MYAM
521
Meiji Yasuda Asset Management
Japan
$3.16M +$595K +16,956 +22%
LTI
522
Laffer Tengler Investments
Tennessee
$3.15M -$1.48M -42,240 Closed
CPIM
523
Columbia Partners Investment Management
Virginia
$3.14M +$557K +15,868 +20%
WCM
524
Wisconsin Capital Management
Wisconsin
$3.13M +$35.1K +1,000 +1%
PRA
525
Parametric Risk Advisors
Connecticut
$3.12M +$17.8K +506 +0.5%

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.