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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
PFC
976
Poplar Forest Capital
California
$630K
TT
977
Tower Trust
Indiana
$630K +$68.3K +1,946 +11%
PFM
978
PacWest Financial Management
Arizona
$629K -$21.9K -625 -3%
NIC
979
Northwest Investment Counselors
Oregon
$628K -$147K -4,195 -18%
FBA
980
Front Barnett Associates
Illinois
$627K +$2.07K +59 +0.3%
AB
981
Atlas Brown
Kentucky
$624K -$298K -8,492 -31%
GLI
982
Guardian Life Insurance
New York
$623K -$4.35K -124 -0.7%
LNWWM
983
Laird Norton Wetherby Wealth Management
California
$616K +$1.93K +55 +0.3%
WSC
984
Wellington Shields & Co
New York
$616K +$121K +3,450 +23%
SAG
985
Sterne Agee Group
Alabama
$614K +$157K +4,479 +32%
RT
986
Reliance Trust
Georgia
$609K -$522K -14,874 -45%
BAIA
987
Bel Air Investment Advisors
California
$599K +$211 +6 +0%
LCM
988
Logan Capital Management
Pennsylvania
$595K -$43.6K -1,244 -6%
ACM
989
Avalon Capital Management
California
$595K
SIM
990
SSI Investment Management
California
$594K -$13.7K -390 -2%
IIC
991
Ironwood Investment Counsel
Arizona
$589K -$29.8K -850 -5%
CCM
992
Condor Capital Management
New Jersey
$585K -$12.9K -369 -2%
B
993
Bailard
California
$582K -$660K -18,822 -52%
DSAM
994
Dock Street Asset Management
Florida
$575K
NES
995
New England Securities
New York
$574K +$380K +10,828 +167%
CCMG
996
Clark Capital Management Group
Pennsylvania
$571K -$740K -21,090 -55%
AHC
997
Adell Harriman & Carpenter
Texas
$562K +$70.1K +1,999 +13%
OC
998
Oarsman Capital
Wisconsin
$559K -$2.46K -70 -0.4%
PFS
999
Penseco Financial Services
Pennsylvania
$557K +$7.02K +200 +1%
BHBT
1000
Burke & Herbert Bank & Trust
Virginia
$553K -$12.6K -360 -2%

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.