We are live on ! Find out more

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
HKIM
901
Hayek Kallen Investment Management
Alabama
$848K -$40.3K -1,148 -4%
AAIM
902
American Assets Investment Management
California
$846K -$211K -6,000 -19%
QT
903
Quantbot Technologies
New York
$841K -$1.16M -33,028 -57%
VDI
904
Vaughan David Investments
Illinois
$841K -$18K -512 -2%
BWM
905
Braver Wealth Management
Massachusetts
$838K +$174K +4,953 +24%
MFBTD
906
MB Financial Bank - Trust Department
Illinois
$833K -$238K -6,786 -21%
RHJA
907
Rice Hall James & Associates
California
$831K
GCM
908
Glynn Capital Management
California
$830K
NJBEST
909
New Jersey Better Educational Savings Trust
New Jersey
$830K
LS
910
Livforsakringsbolaget Skandia
Sweden
$826K
JAM
911
Jolley Asset Management
North Carolina
$823K +$46.5K +1,325 +6%
AMIM
912
Aull & Monroe Investment Management
Alabama
$820K -$451K -12,854 -34%
MFS
913
MSI Financial Services
Massachusetts
$816K -$83.7K -2,385 -9%
CCM
914
Chickasaw Capital Management
Tennessee
$814K
DWT
915
Dorsey & Whitney Trust
South Dakota
$814K +$147K +4,201 +21%
TIC
916
Trees Investment Counsel
Illinois
$813K +$859K +24,482 New
PHS
917
Pekin Hardy Strauss
Illinois
$805K -$5.09K -145 -0.6%
BB
918
Busey Bank
Illinois
$788K -$9.4K -268 -1%
CWP
919
Capital Wealth Planning
Florida
$785K -$539K -15,372 -39%
HCC
920
Hirtle Callaghan & Co
Pennsylvania
$784K +$713K +20,326 +619%
WSTAM
921
Wilbanks Smith & Thomas Asset Management
Virginia
$777K -$31.8K -905 -4%
WPC
922
White Pine Capital
Minnesota
$775K -$23.9K -680 -3%
GIA
923
Guyasuta Investment Advisors
Pennsylvania
$766K
IFS
924
Ifrah Financial Services
Arkansas
$765K +$1.58K +45 +0.2%
CDH
925
Charles D. Hyman
$761K

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.