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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
FI
1151
FCM Investments
Texas
$332K
GIM
1152
Goelzer Investment Management
Indiana
$330K -$62.7K -1,626 -16%
JAFL
1153
Jay A. Fishman Ltd
Michigan
$329K
ANTB
1154
AMG National Trust Bank
Colorado
$329K +$8.33K +216 +3%
WA
1155
Wheatland Advisors
Pennsylvania
$328K
PCM
1156
Perkins Capital Management
Minnesota
$328K +$329K +8,525 New
WKA
1157
Wilson Kemp & Associates
Michigan
$326K -$92.5K -2,400 -22%
CCA
1158
Catalyst Capital Advisors
New York
$325K
GIP
1159
Greatmark Investment Partners
Georgia
$324K -$73.4K -1,903 -18%
CHA
1160
Cedar Hill Associates
Illinois
$323K -$19.3K -500 -6%
HRIA
1161
Haberer Registered Investment Advisor
Ohio
$319K -$9.64K -250 -3%
NGA
1162
Naples Global Advisors
Florida
$316K +$51.7K +1,340 +19%
DWA
1163
Douglass Winthrop Advisors
New York
$316K +$55.4K +1,437 +21%
LA
1164
Lau Associates
Delaware
$315K
RIG
1165
Renaissance Investment Group
Massachusetts
$311K -$14.3K -370 -4%
CL
1166
Choreo LLC
Illinois
$309K +$309K +8,026 New
PAM
1167
Private Asset Management
California
$308K
LC
1168
Lourd Capital
California
$303K -$22.9K -595 -7%
BOS
1169
Bank of Stockton
California
$299K -$24.9K -645 -8%
NDSI
1170
Newman Dignan & Sheerar Inc
Rhode Island
$298K
AAS
1171
Annex Advisory Services
Wisconsin
$295K -$27.7K -718 -9%
BSW
1172
Buckingham Strategic Wealth
Missouri
$295K +$925 +24 +0.3%
NFG
1173
Nadler Financial Group
Illinois
$294K +$77 +2 +0%
CEP
1174
Chicago Equity Partners
Illinois
$291K -$842K -21,850 -74%
EBSAM
1175
Eubel Brady & Suttman Asset Management
Ohio
$291K +$13.3K +345 +5%

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.