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1,470 hedge funds and large institutions have $41.7B invested in Abbott in 2015 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 551 increasing their positions, 592 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $333M | Put options by funds: $243M

0.28% more ownership

Funds ownership: 69.55%69.82% (+0.28%)

7% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 592

8% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4881,470 (-18)

18% less capital invested

Capital invested by funds: $50.6B → $41.7B (-$8.91B)

51% less funds holding in top 10

Funds holding in top 10: 5527 (-28)

Holders
1,470
Holders Change
-18
Holders Change %
-1.21%
% of All Funds
41.03%
Holding in Top 10
27
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-50.91%
% of All Funds
0.75%
New
86
Increased
551
Reduced
592
Closed
93
Calls
$333M
Puts
$243M
Net Calls
+$89.6M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1001
Walter & Keenan Wealth Management
Indiana
$684K
RBC
1002
Ronald Blue & Co
Georgia
$683K -$99.5K -2,111 -11%
FBA
1003
Front Barnett Associates
Illinois
$680K +$33K +700 +4%
HCM
1004
Hollencrest Capital Management
California
$674K -$47.5K -1,007 -6%
HVIA
1005
Hudson Valley Investment Advisors
New York
$673K -$16.5K -350 -2%
BSWMG
1006
Barrington Strategic Wealth Management Group
Illinois
$670K +$35.1K +745 +5%
LH
1007
Lebenthal Holdings
New York
$670K +$322K +6,828 +70%
TIA
1008
Tiemann Investment Advisors
California
$669K -$10.5K -223 -1%
LCM
1009
Logan Capital Management
Pennsylvania
$666K
CCT
1010
Capital City Trust
Florida
$663K -$149K -3,170 -16%
OMC
1011
Overbrook Management Corp
New York
$663K -$82.7K -1,755 -10%
GF
1012
Gerstein Fisher
New York
$662K -$43.5K -923 -5%
NERM
1013
New England Research & Management
Illinois
$661K -$18.9K -400 -2%
EMG
1014
Ellington Management Group
Connecticut
$661K +$775K +16,439 New
BT
1015
Beacon Trust
New Jersey
$660K -$23.6K -500 -3%
SGAM
1016
Steinberg Global Asset Management
Florida
$660K -$3.63K -77 -0.5%
SEC
1017
Seven Eight Capital
New York
$660K +$773K +16,400 New
MAM
1018
Mizuho Asset Management
Japan
$659K +$119K +2,521 +18%
BSW
1019
Buckingham Strategic Wealth
Missouri
$658K +$26.9K +570 +4%
W
1020
Wealthfront
California
$654K -$127K -2,694 -14%
BHBT
1021
Burke & Herbert Bank & Trust
Virginia
$653K +$25.3K +536 +3%
JFA
1022
JNBA Financial Advisors
Minnesota
$650K +$54.9K +1,164 +8%
RCM
1023
Rotella Capital Management
Washington
$648K +$759K +16,100 New
PTC
1024
Provident Trust Company
Wisconsin
$643K -$22.2K -471 -3%
FC
1025
Fayerweather Charles
$638K +$21.7K +460 +3%

ABT Hedge Fund Activity: Q3 2015 in Review

1,470 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2015, worth a combined $41.7B — down 18% from $50.6B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of ABT and 86 opened new positions — a net loss of 7 holders — while 592 trimmed existing stakes and 551 added.

The largest buyer was Bank of America, adding an estimated $284M. The largest seller was JP Morgan Chase, cutting an estimated $394M.

  • 1,470 institutional investors held Abbott (ABT) as of Q3 2015, down from 1,488 in Q2 2015.
  • Funds reported $41.7B of Abbott stock for Q3 2015, down 18% quarter-over-quarter.
  • 86 funds opened new Abbott positions in Q3 2015 and 93 closed out, a net change of -7 holders.
  • The largest Abbott buyer in Q3 2015 was Bank of America, an estimated $284M added.
  • The largest Abbott seller in Q3 2015 was JP Morgan Chase, an estimated $394M sold.

Based on aggregated 13F filings for Q3 2015.