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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
CL
1201
CIM LLC
New York
$209K -$8.77K -250 -4%
TC
1202
Telemus Capital
Michigan
$209K +$221K +6,307 New
VNA
1203
VNBTrust National Association
Virginia
$206K -$28.1K -800 -11%
FIM
1204
Frontier Investment Management
Texas
$205K -$7.02K -200 -3%
BBNB
1205
Baker Boyer National Bank
Washington
$205K
LOM
1206
Loeb Offshore Management
New York
$205K +$217K +6,190 New
AWM
1207
Altavista Wealth Management
North Carolina
$204K -$96.5K -2,750 -31%
PHAM
1208
Palisades Hudson Asset Management
Florida
$204K
BII
1209
Bainco International Investors
Massachusetts
$203K -$4.67M -133,125 -96%
HCM
1210
Hodges Capital Management
Texas
$202K -$67.9K -1,934 -24%
KFA
1211
Kelleher Financial Advisors
New York
$202K -$7.02K -200 -3%
JFGIW
1212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$202K -$1.4K -40 -0.7%
KS
1213
Karpas Strategies
Connecticut
$202K
HL
1214
HeadInvest LLC
Maine
$201K +$35 +1 +0%
SC
1215
Stratford Consulting
Texas
$200K +$561 +16 +0.3%
MC
1216
Martin Currie
United Kingdom
$199K
DBG
1217
De Burlo Group
Massachusetts
$195K
ST
1218
Stifel Trust
Missouri
$190K
NIM
1219
NuWave Investment Management
New Jersey
$187K +$180K +5,138 +1,026%
ACM
1220
Antonetti Capital Management
Florida
$181K +$42.1K +1,200 +28%
S
1221
SignatureFD
Georgia
$165K
DIA
1222
Davidson Investment Advisors
Montana
$164K -$3.51K -100 -2%
TSW
1223
Thompson Siegel & Walmsley
Virginia
$164K
MI
1224
Mercer Investments
Massachusetts
$161K +$170K +4,847 New
SCG
1225
Strategic Capital Group
Washington
$159K +$947 +27 +0.6%

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.