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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
MA
626
Montag & Associates
Georgia
$2.14M +$132K +3,766 +6%
IHL
627
Investment House LLC
California
$2.13M -$52.6K -1,500 -2%
AP
628
Appleton Partners
Massachusetts
$2.13M +$176K +5,025 +8%
CCM
629
Carderock Capital Management
Maryland
$2.12M -$17.4K -496 -0.8%
LJHT
630
Laurie J. Hall Trustee
$2.12M
PLFAM
631
Pineno Levin & Ford Asset Management
Virginia
$2.1M +$9.23K +263 +0.4%
KFS
632
Kurt F. Somerville
$2.1M +$360K +10,260 +19%
MC
633
Martin & Co
Tennessee
$2.09M +$21.4K +610 +1%
PJSIMP
634
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.08M -$13.6K -389 -0.6%
TCOT
635
Trust Company of Toledo
Ohio
$2.08M -$558K -15,915 -20%
SCM
636
Salem Capital Management
Massachusetts
$2.08M -$63.2K -1,800 -3%
NRS
637
Neville Rodie & Shaw
New York
$2.07M +$35 +1 +0%
FAT
638
First American Trust
California
$2.07M -$4.28K -122 -0.2%
SI
639
Stephens Inc
Arkansas
$2.05M +$105K +3,005 +5%
BIM
640
BRC Investment Management
Colorado
$2.05M
BIC
641
Bridges Investment Counsel
Nebraska
$2.04M -$2.21K -63 -0.1%
DCC
642
Dow Chemical Company
Michigan
$2.04M
WIC
643
Woodmont Investment Counsel
Tennessee
$2.04M -$24K -685 -1%
MA
644
Menlo Advisors
California
$2.04M
MYLI
645
Meiji Yasuda Life Insurance
Japan
$2.03M -$4K -114 -0.2%
WT
646
Washington Trust
Rhode Island
$2.03M -$2.47M -70,387 -54%
Natixis Advisors
647
Natixis Advisors
Massachusetts
$2.03M +$213K +6,061 +11%
SCA
648
SAC Capital Advisors
Connecticut
$2.02M -$7.79M -222,114 -79%
SHGA
649
Sand Hill Global Advisors
California
$2.01M +$544K +15,498 +34%
GIM
650
Greylin Investment Management
Virginia
$2M -$489K -13,930 -19%

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.