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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
Bank of Nova Scotia
951
Bank of Nova Scotia
Ontario, Canada
$693K -$62.7K -1,786 -8%
EHWM
952
Eads & Heald Wealth Management
Georgia
$693K +$60.1K +1,714 +9%
CAM
953
Congress Asset Management
Massachusetts
$682K +$19.7K +561 +3%
ANBTV
954
American National Bank & Trust (Virginia)
Virginia
$680K -$16.7K -475 -2%
PWP
955
Private Wealth Partners
California
$677K
MJP
956
Michael J. Puzo
$674K +$107K +3,050 +18%
FAAM
957
First Allied Asset Management
California
$673K -$2.84K -81 -0.4%
AWCI
958
Alpine Woods Capital Investors
New York
$672K
DDC
959
DF Dent & Co
Maryland
$672K
BDF
960
Balasa Dinverno & Foltz
$672K +$140 +4 +0%
JMH
961
J.M. Hartwell
New York
$665K
SA
962
Strategic Advisors
New York
$661K -$20.1K -573 -3%
EM
963
Excalibur Management
Massachusetts
$660K -$11.4K -325 -2%
WA
964
WBH Advisory
Maryland
$659K -$54.9K -1,566 -7%
SACTSONJ
965
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$659K
OIA
966
Optimum Investment Advisors
Illinois
$656K +$693K +19,763 New
NIMI
967
Natixis Investment Managers International
France
$653K +$53.2K +1,515 +8%
G
968
GlobalBridge
Minnesota
$651K +$79.6K +2,269 +13%
RCAMU
969
Rothschild & Co Asset Management US
Connecticut
$651K +$224K +6,381 +48%
PFBT
970
Parkside Financial Bank & Trust
Missouri
$650K -$70.2K -2,000 -9%
ECM
971
Estabrook Capital Management
New York
$648K -$705K -20,089 -51%
AF
972
Arrow Financial
New York
$645K -$133K -3,800 -16%
CIM
973
CIM Investment Management
Pennsylvania
$642K -$24.7K -704 -4%
PP
974
Patten & Patten
Tennessee
$642K -$21.1K -600 -3%
STMM
975
South Texas Money Management
Texas
$632K +$2.1K +60 +0.3%

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.