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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
ARMC
1276
American Research & Management Company
Massachusetts
$145K
CAM
1277
ClariVest Asset Management
California
$143K -$77 -2 -0.1%
IRS
1278
Invictus RG (Singapore)
Singapore
$142K -$272K -7,058 -66%
W
1279
Wealthfront
California
$140K +$140K +3,627 New
GAM
1280
Gemmer Asset Management
California
$140K +$140K +3,644 New
EWM
1281
Edge Wealth Management
New York
$137K -$1.17M -30,277 -89%
AA
1282
Apriem Advisors
California
$133K -$5.78K -150 -4%
RFA
1283
Reilly Financial Advisors
California
$133K +$154 +4 +0.1%
SFM
1284
Systematic Financial Management
New Jersey
$130K
CPA
1285
Cowen Prime Advisors
New York
$130K +$15.5K +401 +14%
NCM
1286
Nelson Capital Management
California
$125K
MAM
1287
Mizuho Asset Management
Japan
$121K +$15.9K +412 +15%
AC
1288
Alexandria Capital
Virginia
$115K +$308 +8 +0.3%
Manulife (Manufacturers Life Insurance)
1289
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K +$7.54M +195,695 +7%
PVH
1290
Psagot Value Holdings
Israel
$110K
HIM
1291
Hillsdale Investment Management
Ontario, Canada
$104K -$258K -6,700 -71%
CA
1292
CapWealth Advisors
Tennessee
$103K
LWM
1293
Lenox Wealth Management
Ohio
$102K +$13K +336 +14%
LC
1294
Lubar & Co
Wisconsin
$101K -$156K -4,060 -61%
S
1295
SignatureFD
Georgia
$100K -$93.7K -2,431 -48%
SIA
1296
SeaBridge Investment Advisors
New Jersey
$100K
ST
1297
Spot Trading
Illinois
$99K +$50.7K +1,316 +105%
CAL
1298
Capital Analysts LLC
Pennsylvania
$97.5K +$11.6K +300 +13%
NCMG
1299
NCM Capital Management Group
North Carolina
$90K -$964K -25,000 -91%
FWM
1300
Focused Wealth Management
New York
$88K -$99.6K -2,584 -53%

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.