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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
FPCM
1201
Financial Partners Capital Management
New York
$261K
LIM
1202
Lathrop Investment Management
Arkansas
$259K
SAM
1203
SignalPoint Asset Management
Missouri
$256K -$15.4K -400 -6%
MLL
1204
Moody Lynn & Lieberson
Massachusetts
$256K
BFEC
1205
Benjamin F. Edwards & Company
Missouri
$255K +$27.2K +706 +12%
HSA
1206
HBK Sorce Advisory
Pennsylvania
$251K -$19K -494 -7%
HCM
1207
Harvest Capital Management
New Hampshire
$250K
RC
1208
Reik & Co
New York
$249K +$26.2K +680 +12%
TSW
1209
Thompson Siegel & Walmsley
Virginia
$248K +$57.9K +1,502 +30%
JFGIW
1210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K -$3.51K -91 -1%
SAM
1211
Summit Asset Management
Tennessee
$246K +$231 +6 +0.1%
BIC
1212
Beach Investment Counsel
Pennsylvania
$245K -$7.36M -190,900 -97%
TA
1213
TBP Advisors
New York
$245K
IH
1214
IFC Holdings
Florida
$242K +$39 +1 +0%
SAMC
1215
Shinko Asset Management Company
Japan
$241K -$20.7K -538 -8%
GHA
1216
GW Henssler & Associates
Georgia
$240K -$19.8K -514 -8%
AWM
1217
Altavista Wealth Management
North Carolina
$238K +$9.83K +255 +4%
BPB
1218
Badgley, Phelps & Bell
Washington
$237K -$27.6K -716 -10%
PHAM
1219
Palisades Hudson Asset Management
Florida
$237K
RMA
1220
Roffman Miller Associates
Pennsylvania
$237K +$4.86K +126 +2%
BCM
1221
Beck Capital Management
Texas
$235K
KS
1222
Karpas Strategies
Connecticut
$235K
KFA
1223
Kelleher Financial Advisors
New York
$234K
SC
1224
Stratford Consulting
Texas
$234K +$732 +19 +0.3%
ECM
1225
EagleClaw Capital Management
Massachusetts
$233K +$232K +6,018 New

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.