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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
GLRA
876
Gerald L. Ray & Associates
Texas
$913K +$35 +1 +0%
Fuller & Thaler Asset Management
877
Fuller & Thaler Asset Management
California
$910K -$137K -3,900 -12%
NCMG
878
NCM Capital Management Group
North Carolina
$908K -$526K -15,000 -35%
FTC
879
Farmers Trust Company
Ohio
$908K -$14.6K -415 -1%
MCM
880
McMillion Capital Management
North Carolina
$904K -$54K -1,540 -5%
CSUI
881
Cincinnati Specialty Underwriters Insurance
Ohio
$903K
FM
882
Foster & Motley
Ohio
$901K -$1.96M -55,843 -67%
HA
883
Halsey Associates
Connecticut
$900K -$28.1K -800 -3%
HIMC
884
Heritage Investors Management Corp
Maryland
$894K +$15.8K +450 +2%
BCMO
885
Buckingham Capital Management (Ohio)
Ohio
$891K -$88.9K -2,533 -9%
CG
886
Clinton Group
New York
$888K +$101K +2,886 +12%
MRCM
887
M&R Capital Management
New Jersey
$883K -$7.02K -200 -0.7%
HR
888
Howe & Rusling
New York
$880K -$91.6K -2,611 -9%
CI
889
Constellation Investments
Ohio
$880K +$52.6K +1,500 +6%
JEW
890
Jamison Eaton & Wood
New Jersey
$875K +$31.6K +900 +4%
BRM
891
Boston Research & Management
Massachusetts
$873K +$110K +3,147 +14%
ISB
892
Iowa State Bank
Iowa
$870K +$110K +3,137 +14%
BIM
893
Bridges Investment Management
Nebraska
$869K -$21.7K -618 -2%
SWM
894
Segment Wealth Management
Texas
$869K +$65.9K +1,879 +8%
CWM
895
Concert Wealth Management
California
$867K -$2.98K -85 -0.3%
Capstone Investment Advisors
896
Capstone Investment Advisors
New York
$860K +$910K +25,928 New
IT
897
Independence Trust
Tennessee
$855K -$5.96K -170 -0.7%
EWM
898
Edge Wealth Management
New York
$853K +$206K +5,880 +30%
BVDMP
899
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$852K
CCA
900
Cobblestone Capital Advisors
New York
$851K -$37.9K -1,080 -4%

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.