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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
GAG
1176
GM Advisory Group
New York
$289K +$296K +7,674 New
PFS
1177
Prospera Financial Services
Texas
$288K +$89.5K +2,322 +42%
KTC
1178
Kistler-Tiffany Companies
Pennsylvania
$286K -$887 -23 -0.3%
ICM
1179
IMS Capital Management
Oregon
$284K -$7.52K -195 -3%
SCM
1180
Southport Capital Management
Tennessee
$284K
TF
1181
Tompkins Financial
New York
$283K -$66.9K -1,735 -19%
EGA
1182
Eagle Global Advisors
Texas
$283K -$1.93K -50 -0.7%
RU
1183
RobecoSam USA
New York
$282K +$34.1K +884 +14%
OA
1184
Oxbow Advisors
Texas
$277K
MWP
1185
Moller Wealth Partners
$277K +$278K +7,202 New
SIM
1186
SSI Investment Management
California
$275K -$416K -10,800 -60%
FIM
1187
Fernwood Investment Management
Massachusetts
$275K -$11.6K -300 -4%
FC
1188
Fayerweather Charles
$275K +$5.78K +150 +2%
MCWS
1189
McKinley Carter Wealth Services
West Virginia
$273K -$82K -2,126 -23%
EFSCE
1190
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$1.81K +47 +0.7%
NPIT
1191
National Penn Investors Trust
Pennsylvania
$269K -$148K -3,851 -36%
BT
1192
Bankers Trust
Iowa
$269K -$12.2K -316 -4%
KT
1193
Kanaly Trust
Texas
$269K -$6.25K -162 -2%
PAA
1194
Peregrine Asset Advisers
Oregon
$268K
CCS
1195
Crosspoint Capital Strategies
California
$265K
GEM
1196
Global Endowment Management
North Carolina
$265K
CL
1197
CIM LLC
New York
$265K +$15.4K +400 +6%
ARM
1198
Adirondack Research & Management
New York
$263K
BP
1199
Ballentine Partners
Massachusetts
$262K +$1.81K +47 +0.7%
FIM
1200
Frontier Investment Management
Texas
$261K -$2.47K -64 -0.9%

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.