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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
MC
1226
Martin Currie
United Kingdom
$231K
MCM
1227
Marathon Capital Management
Maryland
$231K +$3.85K +100 +2%
GBA
1228
Garrison Bradford & Associates
New York
$227K
GGPS
1229
Gary Goldberg Planning Services
New York
$225K +$30.6K +793 +16%
Kayne Anderson Rudnick Investment Management
1230
Kayne Anderson Rudnick Investment Management
California
$223K
FUBT
1231
First United Bank & Trust
Maryland
$221K -$17.1K -443 -7%
RCM
1232
Reynolds Capital Management
Nevada
$220K -$30.8K -800 -12%
WRM
1233
Weybosset Research & Management
Rhode Island
$220K -$1.93K -50 -0.9%
AIM
1234
Aspen Investment Management
Michigan
$219K
CFA
1235
CT Financial Advisors
Pennsylvania
$219K +$182K +4,723 New
CC
1236
Cognios Capital
Kansas
$218K
TCM
1237
Texan Capital Management
Texas
$217K
BRWA
1238
B. Riley Wealth Advisors
Florida
$217K +$8.06K +209 +4%
GKIM
1239
GW&K Investment Management
Massachusetts
$216K -$65.5K -1,700 -23%
KJHP
1240
K.J. Harrison & Partners
Ontario, Canada
$216K
TWM
1241
Torch Wealth Management
Ohio
$214K
RCAG
1242
Rehmann Capital Advisory Group
Michigan
$214K +$6.9K +179 +3%
SIC
1243
Sigma Investment Counselors
Michigan
$213K -$17K -440 -7%
FNT
1244
First Nebraska Trust
Nebraska
$213K +$213K +5,530 New
HCM
1245
Hodges Capital Management
Texas
$211K -$23.1K -600 -10%
ACP
1246
Aviance Capital Partners
Florida
$210K -$19.4K -502 -8%
ESBC
1247
E.S. Barr & Co
Kentucky
$210K -$9.48K -246 -4%
SCG
1248
Strategic Capital Group
Washington
$210K +$23.9K +619 +13%
Capstone Investment Advisors
1249
Capstone Investment Advisors
New York
$210K +$210K +5,459 New
FCIM
1250
Fairview Capital Investment Management
California
$209K

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.