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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
GIA
576
Gargoyle Investment Advisor
New Jersey
$2.97M -$156K -4,060 -5%
JMFC
577
J.M. Forbes & Co
Massachusetts
$2.97M -$45.4K -1,179 -2%
FBNAT
578
FirstMerit Bank N.A. Trustee
Ohio
$2.96M -$38.6K -1,002 -1%
TCM
579
Tradition Capital Management
New Jersey
$2.96M +$409K +10,604 +16%
FHA
580
First Horizon Advisors
Tennessee
$2.96M +$75.8K +1,967 +3%
DY
581
Dowling & Yahnke
California
$2.94M +$67.6K +1,753 +2%
RWM
582
Rench Wealth Management
Texas
$2.94M +$774K +20,069 +36%
FMBTD
583
First Midwest Bank Trust Division
Illinois
$2.93M +$341K +8,853 +13%
SGDR
584
SPX Gestao de Recursos
Brazil
$2.92M +$2.93M +75,950 New
APFBOT
585
Amica Pension Fund Board of Trustees
Rhode Island
$2.92M
NME
586
Notis-McConarty Edward
$2.9M +$99.3K +2,575 +4%
BT
587
Beacon Trust
New Jersey
$2.9M +$87.5K +2,271 +3%
DCMM
588
DG Capital Management (Massachusetts)
Massachusetts
$2.88M +$481K +12,470 +20%
MKC
589
M. Kraus & Co
Vermont
$2.87M -$732 -19 -0%
KFC
590
Klingenstein Fields & Co
New York
$2.85M -$16.1M -418,189 -85%
TFF
591
Timothy F. Fidgeon
$2.84M -$7.71K -200 -0.3%
BMC
592
Benin Management Corp
Connecticut
$2.83M +$1.42M +36,800 +100%
EVM
593
Evelyn V. Moreno
$2.82M +$242K +6,275 +9%
MWAC
594
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.82M -$6.55M -169,870 -70%
IA
595
Icon Advisers
Colorado
$2.8M
HTC
596
Haverford Trust Company
Pennsylvania
$2.77M -$3.91M -101,337 -58%
TAM
597
Taurus Asset Management
New York
$2.77M -$13.9K -361 -0.5%
GVT
598
Genesee Valley Trust
New York
$2.77M +$783K +20,313 +39%
VV
599
Verity & Verity
South Carolina
$2.75M +$158K +4,098 +6%
FAAS
600
First Allied Advisory Services
California
$2.75M -$935K -24,264 -26%

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.