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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
WA
1226
Waverly Advisors
Alabama
$157K +$166K +4,728 New
PFG
1227
Piershale Financial Group
Illinois
$149K -$4.32K -123 -3%
AW
1228
Alpha Windward
Massachusetts
$143K +$2.53K +72 +2%
ZTNA
1229
Zions Trust National Association
Utah
$136K
BFEC
1230
Benjamin F. Edwards & Company
Missouri
$135K +$43.5K +1,241 +44%
FNBSF
1231
First National Bank Sioux Falls
South Dakota
$133K -$38.6K -1,100 -21%
DAM
1232
Delta Asset Management
Tennessee
$133K
ARMC
1233
American Research & Management Company
Massachusetts
$128K
AFC
1234
AFT Forsyth & Company
Florida
$126K -$2.84K -81 -2%
FIG
1235
Fortress Investment Group
New York
$123K +$30.2K +862 +30%
FANJ
1236
Financial Architects (New Jersey)
New Jersey
$115K
SFM
1237
Systematic Financial Management
New Jersey
$112K
MAM
1238
Mizuho Asset Management
Japan
$110K
NCM
1239
Nelson Capital Management
California
$109K
AA
1240
Apriem Advisors
California
$106K +$49.1K +1,400 +78%
CPA
1241
Cowen Prime Advisors
New York
$100K +$22.5K +642 +27%
PVH
1242
Psagot Value Holdings
Israel
$95K +$100K +2,850 New
Manulife (Manufacturers Life Insurance)
1243
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.7K +$12.7M +363,142 +15%
FWM
1244
Focused Wealth Management
New York
$91K +$96.1K +2,738 New
WIL
1245
Winifred I. Li
$90K -$58.7K -1,672 -38%
RA
1246
Rational Advisors
New York
$88K -$46.6K -1,327 -33%
CA
1247
CapWealth Advisors
Tennessee
$88K -$3.61K -103 -4%
SIA
1248
SeaBridge Investment Advisors
New Jersey
$86K
TCM
1249
TD Capital Management
Tennessee
$85K +$351 +10 +0.4%
MP
1250
Manifold Partners
California
$80K -$15.8K -450 -16%

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.