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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
FA
1101
FDx Advisors
Illinois
$357K -$140K -3,988 -27%
MCWS
1102
McKinley Carter Wealth Services
West Virginia
$356K +$17.4K +496 +5%
CG
1103
Colony Group
Massachusetts
$353K -$222K -6,317 -37%
ST
1104
Smithfield Trust
Pennsylvania
$352K -$153K -4,350 -29%
P
1105
Pitcairn
Pennsylvania
$351K -$298K -8,493 -45%
CBN
1106
Cadence Bank NA
Texas
$351K +$9.02K +257 +2%
LRPA
1107
L. Roy Papp & Associates
Arizona
$348K -$3.51K -100 -0.9%
RIG
1108
Renaissance Investment Group
Massachusetts
$347K -$15.1K -431 -4%
NAM
1109
Nichols Asset Management
Massachusetts
$346K
TYCC
1110
Texas Yale Capital Corp
Florida
$345K +$100K +2,855 +38%
BIM
1111
Beach Investment Management
Pennsylvania
$343K -$235K -6,700 -39%
ITIM
1112
Indiana Trust & Investment Management
Indiana
$340K
HDIM
1113
Hanson & Doremus Investment Management
Vermont
$339K +$26.8K +764 +8%
GHAM
1114
Gilman Hill Asset Management
Connecticut
$336K -$35.1K -1,000 -9%
GD
1115
Grandfield & Dodd
New York
$336K
VCAM
1116
Van Cleef Asset Management
Ohio
$336K
SGH
1117
Schonfeld Group Holdings
New York
$336K +$355K +10,115 New
SFG
1118
SNS Financial Group
Minnesota
$336K +$355K +10,120 New
CCM
1119
Cohen Capital Management
California
$333K
CIC
1120
Canal Insurance Company
South Carolina
$332K
NSEDCP
1121
NJ State Employees Deferred Compensation Plan
New Jersey
$332K
PCM
1122
Perritt Capital Management
Illinois
$332K
BJL
1123
Brighton Jones LLC
Washington
$331K +$65.9K +1,877 +23%
IWC
1124
Integrated Wealth Counsel
California
$329K +$1.3K +37 +0.4%
CONA
1125
Capital One National Association
New York
$329K -$91.3K -2,603 -21%

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.