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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
ZIM
1126
Zacks Investment Management
Illinois
$373K -$1.34M -34,848 -78%
CWP
1127
Capital Wealth Planning
Florida
$371K -$1.13M -29,372 -75%
LRPA
1128
L. Roy Papp & Associates
Arizona
$369K -$6.17K -160 -2%
GF
1129
Gerstein Fisher
New York
$368K -$2.37M -61,593 -87%
PWAP
1130
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$366K +$77 +2 +0%
CIA
1131
Capital Investment Advisors
Georgia
$363K -$24.1K -624 -6%
VCM
1132
Violich Capital Management
California
$363K -$19.3K -500 -5%
HIC
1133
Hartline Investment Corp
Illinois
$360K
LDB
1134
Lee, Danner & Bass
Tennessee
$358K +$15K +390 +4%
ATC
1135
Adirondack Trust Company
New York
$353K -$7.9K -205 -2%
EMG
1136
Ellington Management Group
Connecticut
$350K +$351K +9,100 New
NAMA
1137
Nikko Asset Management Americas
New York
$349K -$23.1K -600 -6%
AIM
1138
Avity Investment Management
Connecticut
$344K -$11.6K -300 -3%
CFMC
1139
Curbstone Financial Management Corp
New Hampshire
$343K +$343K +8,906 New
PAM
1140
Princeton Alpha Management
New Jersey
$343K +$343K +8,909 New
RCA
1141
Rex Capital Advisors
Rhode Island
$342K
BCM
1142
Boltwood Capital Management
California
$341K -$11.6K -300 -3%
PIA
1143
Peachtree Investment Advisors
Georgia
$341K
CYG
1144
Clean Yield Group
Vermont
$337K
Fisher Asset Management
1145
Fisher Asset Management
Washington
$337K +$42.4K +1,101 +14%
GLI
1146
Guardian Life Insurance
New York
$335K -$2.51K -65 -0.7%
AAM
1147
AR Asset Management
California
$335K
CBB
1148
Citizens Business Bank
California
$335K
TCMG
1149
TSP Capital Management Group
New Jersey
$333K
CONA
1150
Capital One National Association
New York
$332K -$23.7K -615 -7%

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.