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1,383 hedge funds and large institutions have $40.9B invested in Abbott in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 513 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 71

69% more funds holding in top 10

Funds holding in top 10: 1627 (+11)

17% more capital invested

Capital invested by funds: $34.9B → $40.9B (+$5.97B)

6% more funds holding

Funds holding: 1,3081,383 (+75)

1.23% more ownership

Funds ownership: 67.4%68.63% (+1.2%)

3% less call options, than puts

Call options by funds: $271M | Put options by funds: $280M

4% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 534

Holders
1,383
Holders Change
+75
Holders Change %
+5.73%
% of All Funds
40.15%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.78%
New
160
Increased
513
Reduced
534
Closed
71
Calls
$271M
Puts
$280M
Net Calls
-$9.02M
Net Calls Change
+$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1151
Becker Capital Management
Oregon
$329K +$316K +8,583 New
JAFL
1152
Jay A. Fishman Ltd
Michigan
$328K
HRIA
1153
Haberer Registered Investment Advisor
Ohio
$327K -$33.2K -900 -10%
WA
1154
Wheatland Advisors
Pennsylvania
$327K +$314K +8,525 New
CCA
1155
Catalyst Capital Advisors
New York
$324K -$1.14M -30,926 -79%
RIG
1156
Renaissance Investment Group
Massachusetts
$324K -$74.8K -2,028 -19%
LC
1157
Lourd Capital
California
$324K +$1.95K +53 +0.6%
BOS
1158
Bank of Stockton
California
$322K -$6.27K -170 -2%
AAS
1159
Annex Advisory Services
Wisconsin
$322K +$10.3K +279 +3%
MHS
1160
M Holdings Securities
Oregon
$322K +$309K +8,391 New
SWM
1161
SVA Wealth Management
Wisconsin
$321K +$309K +8,380 New
ANTB
1162
AMG National Trust Bank
Colorado
$319K +$2.14K +58 +0.7%
WFMPM
1163
Woodley Farra Manion Portfolio Management
Indiana
$318K
LA
1164
Lau Associates
Delaware
$313K
PAM
1165
Private Asset Management
California
$306K -$2.95K -80 -1%
Fisher Asset Management
1166
Fisher Asset Management
Washington
$293K -$29.3K -794 -9%
NFG
1167
Nadler Financial Group
Illinois
$292K +$37 +1 +0%
BSW
1168
Buckingham Strategic Wealth
Missouri
$292K +$281K +7,631 New
ICM
1169
IMS Capital Management
Oregon
$290K -$5.53K -150 -2%
KTC
1170
Kistler-Tiffany Companies
Pennsylvania
$285K +$7.08K +192 +3%
FIM
1171
Fernwood Investment Management
Massachusetts
$285K +$274K +7,434 New
EGA
1172
Eagle Global Advisors
Texas
$284K
MA
1173
MCF Advisors
Kentucky
$283K -$29.3K -794 -10%
SCM
1174
Southport Capital Management
Tennessee
$283K
FIG
1175
Fusion Investment Group
Pennsylvania
$281K +$270K +7,322 New

ABT Hedge Fund Activity: Q4 2013 in Review

1,383 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2013, worth a combined $40.9B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new ABT positions and 71 closed out — a net gain of 89 holders — while 513 added to existing stakes and 534 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $198M. The largest seller was BlackRock Institutional Trust, cutting an estimated $128M.

  • 1,383 institutional investors held Abbott (ABT) as of Q4 2013, up from 1,308 in Q3 2013.
  • Funds reported $40.9B of Abbott stock for Q4 2013, up 17% quarter-over-quarter.
  • 160 funds opened new Abbott positions in Q4 2013 and 71 closed out, a net change of +89 holders.
  • The largest Abbott buyer in Q4 2013 was Neuberger Berman Group, an estimated $198M added.
  • The largest Abbott seller in Q4 2013 was BlackRock Institutional Trust, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2013.