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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
SWM
1101
SVA Wealth Management
Wisconsin
$418K +$95.8K +2,486 +30%
GD
1102
Grandfield & Dodd
New York
$417K +$27.2K +706 +7%
FMLI
1103
Fukoku Mutual Life Insurance
Japan
$416K -$11.6K -300 -3%
ST
1104
Smithfield Trust
Pennsylvania
$414K
CPA
1105
Court Place Advisors
Maryland
$413K
HL
1106
HeadInvest LLC
Maine
$410K +$143K +3,701 +53%
NAM
1107
Nichols Asset Management
Massachusetts
$405K +$3.85K +100 +1%
CCA
1108
Conestoga Capital Advisors
Pennsylvania
$402K -$42.8K -1,110 -10%
GIM
1109
Grassi Investment Management
California
$401K +$11.6K +300 +3%
HDIM
1110
Hanson & Doremus Investment Management
Vermont
$400K -$5.78K -150 -1%
IWC
1111
Integrated Wealth Counsel
California
$397K
BHA
1112
Beech Hill Advisors
New York
$395K +$24.2K +628 +7%
BJL
1113
Brighton Jones LLC
Washington
$394K -$33.5K -869 -8%
PCMC
1114
Paragon Capital Management (Colorado)
Colorado
$392K +$393K +10,187 New
VCAM
1115
Van Cleef Asset Management
Ohio
$390K +$7.71K +200 +2%
KLWA
1116
Kelly Lawrence W & Associates
California
$388K -$40.5K -1,050 -9%
RIM
1117
Regent Investment Management
Kentucky
$388K +$15.4K +400 +4%
CCM
1118
Cohen Capital Management
California
$387K
CIC
1119
Canal Insurance Company
South Carolina
$385K
NSEDCP
1120
NJ State Employees Deferred Compensation Plan
New Jersey
$385K
FDCC
1121
Foster Dykema Cabot & Co
Massachusetts
$384K -$36.2K -940 -9%
PCM
1122
Perritt Capital Management
Illinois
$383K -$1.47K -38 -0.4%
CNAM
1123
Campbell Newman Asset Management
Wisconsin
$380K
MCM
1124
Manchester Capital Management
Vermont
$374K -$35.7K -925 -9%
NCCM
1125
Nine Chapters Capital Management
New Jersey
$374K +$374K +9,700 New

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.