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1,380 hedge funds and large institutions have $39.7B invested in Abbott in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 542 increasing their positions, 576 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 63

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

7% more call options, than puts

Call options by funds: $184M | Put options by funds: $172M

0% less funds holding

Funds holding: 1,3831,380 (-3)

3% less capital invested

Capital invested by funds: $40.9B → $39.7B (-$1.13B)

6% less repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 576

2.06% less ownership

Funds ownership: 68.63%66.57% (-2.1%)

Holders
1,380
Holders Change
-3
Holders Change %
-0.22%
% of All Funds
39.85%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
75
Increased
542
Reduced
576
Closed
63
Calls
$184M
Puts
$172M
Net Calls
+$11.9M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1051
FIC Capital
New York
$528K
FMWA
1052
Forvis Mazars Wealth Advisors
Missouri
$526K -$57K -1,478 -10%
WRM
1053
Westport Resources Management
Connecticut
$526K +$25.1K +650 +5%
FAB
1054
First American Bank
Illinois
$525K +$15.4K +400 +3%
FBT
1055
Founders Bank & Trust
Michigan
$524K +$50.9K +1,320 +11%
NFGCM
1056
Norman Fields Gottscho Capital Management
New York
$513K
ANRIA
1057
American National Registered Investment Advisor
Texas
$510K
MNBTD
1058
Moody National Bank Trust Division
Texas
$510K
PNAA
1059
Pictet North America Advisors
Switzerland
$510K +$19.3K +500 +4%
Mariner
1060
Mariner
Kansas
$505K -$279K -7,237 -36%
CCMG
1061
Clark Capital Management Group
Pennsylvania
$503K +$2.35K +61 +0.5%
ACM
1062
Argyle Capital Management
Pennsylvania
$499K
MBT
1063
Montecito Bank & Trust
California
$497K +$33.4K +867 +7%
FHB
1064
First Hawaiian Bank
Hawaii
$489K -$56.2K -1,458 -10%
HCM
1065
Hutchinson Capital Management
California
$486K
BCM
1066
Becker Capital Management
Oregon
$485K +$154K +4,000 +47%
DDC
1067
DF Dent & Co
Maryland
$484K -$189K -4,892 -28%
BOC
1068
Barbara Oil Co
Illinois
$481K
MTC
1069
McDaniel Terry & Co
Texas
$481K
HC
1070
Highmount Capital
New York
$480K -$85K -2,205 -15%
WG
1071
Welch Group
Alabama
$478K -$12.5K -324 -3%
FGP
1072
Foyston, Gordon, & Payne
Ontario, Canada
$477K -$7.09K -184 -1%
PL
1073
Plancorp LLC
Missouri
$475K +$51.7K +1,342 +12%
CC
1074
Capital Counsel
New York
$470K
PIM
1075
Provident Investment Management
Michigan
$470K

ABT Hedge Fund Activity: Q1 2014 in Review

1,380 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2014, worth a combined $39.7B — down 2.8% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ABT positions and 63 closed out — a net gain of 12 holders — while 542 added to existing stakes and 576 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $299M. The largest seller was Vanguard Group, cutting an estimated $421M.

  • 1,380 institutional investors held Abbott (ABT) as of Q1 2014, down from 1,383 in Q4 2013.
  • Funds reported $39.7B of Abbott stock for Q1 2014, down 2.8% quarter-over-quarter.
  • 75 funds opened new Abbott positions in Q1 2014 and 63 closed out, a net change of +12 holders.
  • The largest Abbott buyer in Q1 2014 was JP Morgan Chase, an estimated $299M added.
  • The largest Abbott seller in Q1 2014 was Vanguard Group, an estimated $421M sold.

Based on aggregated 13F filings for Q1 2014.