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
SGAM
1026
Steinberg Global Asset Management
Florida
$501K -$274K -7,804 -34%
UR
1027
USCA RIA
Texas
$501K
ANRIA
1028
American National Registered Investment Advisor
Texas
$499K -$28.6K -815 -5%
MNBTD
1029
Moody National Bank Trust Division
Texas
$499K -$28.2K -805 -5%
PL
1030
Perpetual Ltd
Australia
$492K -$17.5K -500 -3%
KIG
1031
Kessler Investment Group
Indiana
$490K -$302K -8,609 -37%
HC
1032
Highmount Capital
New York
$490K +$132K +3,757 +34%
UBV
1033
United Bank (Virginia)
Virginia
$483K +$22.8K +649 +5%
BOS
1034
Bingham Osborn & Scarborough
California
$483K +$26.9K +766 +6%
CA
1035
Cetera Advisors
Colorado
$477K +$4.17K +119 +0.8%
FC
1036
FIC Capital
New York
$475K
NAM
1037
NTV Asset Management
West Virginia
$473K +$45.6K +1,301 +10%
FAM
1038
Formidable Asset Management
Ohio
$472K +$488K +13,918 New
FCCM
1039
First City Capital Management
Georgia
$465K +$56.1K +1,600 +13%
TBA
1040
Train Babcock Advisors
New York
$460K
NL
1041
NWAM LLC
Washington
$458K +$947 +27 +0.2%
IIM
1042
Intact Investment Management
Quebec, Canada
$458K +$484K +13,800 New
JFA
1043
JNBA Financial Advisors
Minnesota
$455K +$11.5K +329 +2%
ACM
1044
Argyle Capital Management
Pennsylvania
$446K
PFPT
1045
Pinnacle Financial Partners (Tennessee)
Tennessee
$446K +$18K +514 +4%
NFGCM
1046
Norman Fields Gottscho Capital Management
New York
$443K
AP
1047
Advisor Partners
California
$442K +$65.2K +1,857 +16%
BSWMG
1048
Barrington Strategic Wealth Management Group
Illinois
$442K +$79.6K +2,270 +21%
WTB
1049
Washington Trust Bank
Washington
$441K -$1.76M -50,193 -79%
FAB
1050
First American Bank
Illinois
$438K -$8.77K -250 -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.