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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
TCMG
1151
TSP Capital Management Group
New Jersey
$287K
BOS
1152
Bank of Stockton
California
$285K -$5.09K -145 -2%
JAFL
1153
Jay A. Fishman Ltd
Michigan
$284K
Fisher Asset Management
1154
Fisher Asset Management
Washington
$280K -$78.8K -2,246 -21%
LC
1155
Lourd Capital
California
$279K +$140 +4 +0%
WFMPM
1156
Woodley Farra Manion Portfolio Management
Indiana
$276K +$291K +8,306 New
ANTB
1157
AMG National Trust Bank
Colorado
$274K +$290K +8,269 New
LA
1158
Lau Associates
Delaware
$271K
AAS
1159
Annex Advisory Services
Wisconsin
$269K +$11.8K +337 +4%
PAM
1160
Private Asset Management
California
$268K -$99.5K -2,836 -26%
TCM
1161
Texan Capital Management
Texas
$267K
DT
1162
Diversified Trust
Tennessee
$263K
LDB
1163
Lee, Danner & Bass
Tennessee
$258K +$7.02K +200 +3%
NDSI
1164
Newman Dignan & Sheerar Inc
Rhode Island
$257K -$1.75K -50 -0.6%
ZDA
1165
Zweig-DiMenna Associates
New York
$256K -$49.5K -1,412 -15%
ICM
1166
IMS Capital Management
Oregon
$256K +$30.3K +865 +13%
NFG
1167
Nadler Financial Group
Illinois
$253K -$47.3K -1,347 -15%
FPCM
1168
Financial Partners Capital Management
New York
$251K
SAMC
1169
Shinko Asset Management Company
Japan
$246K -$17.5K -500 -6%
EGA
1170
Eagle Global Advisors
Texas
$246K
SCM
1171
Southport Capital Management
Tennessee
$245K -$14K -400 -5%
GKIM
1172
GW&K Investment Management
Massachusetts
$242K
IB
1173
Intrust Bank
Kansas
$242K +$40.5K +1,155 +19%
KTC
1174
Kistler-Tiffany Companies
Pennsylvania
$241K +$140 +4 +0.1%
RIA
1175
Regal Investment Advisors
Michigan
$240K -$4.28K -122 -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.