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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
IC
1251
InterOcean Capital
Illinois
$208K -$143K -3,700 -41%
HB
1252
Homrich & Berg
Georgia
$207K -$48.2K -1,250 -19%
GIA
1253
GHP Investment Advisors
Colorado
$205K +$77 +2 +0%
PAM
1254
Premier Asset Management
Illinois
$204K
GI
1255
Glovista Investments
New Jersey
$204K +$116 +3 +0.1%
FNBOMD
1256
First National Bank of Mount Dora
Florida
$203K
AP
1257
Atwood & Palmer
Missouri
$202K
CIP
1258
Convergence Investment Partners
Florida
$202K +$1.12K +29 +0.6%
DBG
1259
De Burlo Group
Massachusetts
$200K -$18.4K -477 -8%
BRWM
1260
B. Riley Wealth Management
Tennessee
$198K +$198K +5,129 New
DIA
1261
Davidson Investment Advisors
Montana
$190K
ACM
1262
Argent Capital Management
Missouri
$189K +$189K +4,900 New
RIA
1263
Regal Investment Advisors
Michigan
$187K +$12.9K +334 +7%
IMS
1264
Index Management Solutions
Pennsylvania
$187K +$116K +2,999 +161%
MA
1265
MCF Advisors
Kentucky
$183K -$100K -2,605 -35%
ST
1266
Stifel Trust
Missouri
$182K -$37.8K -980 -17%
CS
1267
Credential Securities
$176K +$176K +4,563 New
PFG
1268
Piershale Financial Group
Illinois
$171K -$1.97K -51 -1%
ZTNA
1269
Zions Trust National Association
Utah
$171K +$7.71K +200 +5%
AW
1270
Alpha Windward
Massachusetts
$169K +$1.47K +38 +0.9%
CG
1271
Colony Group
Massachusetts
$156K -$66.1K -1,715 -30%
BAM
1272
Brave Asset Management
New Jersey
$156K
FNBSF
1273
First National Bank Sioux Falls
South Dakota
$155K
DAM
1274
Delta Asset Management
Tennessee
$149K -$7.71K -200 -5%
ACM
1275
Antonetti Capital Management
Florida
$147K -$9.64K -250 -6%

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.