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1,383 hedge funds and large institutions have $40.9B invested in Abbott in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 513 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 71

69% more funds holding in top 10

Funds holding in top 10: 1627 (+11)

17% more capital invested

Capital invested by funds: $34.9B → $40.9B (+$5.97B)

6% more funds holding

Funds holding: 1,3081,383 (+75)

1.23% more ownership

Funds ownership: 67.4%68.63% (+1.2%)

3% less call options, than puts

Call options by funds: $271M | Put options by funds: $280M

4% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 534

Holders
1,383
Holders Change
+75
Holders Change %
+5.73%
% of All Funds
40.15%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.78%
New
160
Increased
513
Reduced
534
Closed
71
Calls
$271M
Puts
$280M
Net Calls
-$9.02M
Net Calls Change
+$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1301
SeaBridge Investment Advisors
New Jersey
$100K
VNB
1302
Valley National Bancorp
New York
$99K +$95.5K +2,590 New
LWM
1303
Lenox Wealth Management
Ohio
$89K +$85.5K +2,320 New
BG
1304
Bollard Group
Massachusetts
$86K
CAL
1305
Capital Analysts LLC
Pennsylvania
$85.6K
FIG
1306
Fortress Investment Group
New York
$84K -$55.3K -1,500 -41%
WIL
1307
Winifred I. Li
$78K -$25.3K -687 -25%
NYLT
1308
New York Life Trust
New York
$78K +$1.11K +30 +1%
CFN
1309
Cordasco Financial Network
Florida
$77K +$73.7K +2,000 New
WCM
1310
Windsor Capital Management
Arizona
$75K +$111 +3 +0.2%
IMS
1311
Index Management Solutions
Pennsylvania
$71K +$663 +18 +1%
WA
1312
WealthTrust-Arizona
Arizona
$69K +$9.33K +253 +16%
TCM
1313
Tradewinds Capital Management
Washington
$67K +$64.4K +1,746 New
JIC
1314
Joel Isaacson & Co
New York
$65K
TRCT
1315
Tower Research Capital (TRC)
New York
$64K -$956K -25,924 -94%
FCE
1316
Fiera Capital (Europe)
Cayman Islands
$64K +$61.7K +1,673 New
Carson Wealth (CWM LLC)
1317
Carson Wealth (CWM LLC)
Nebraska
$61K -$1.77K -48 -3%
PIM
1318
Parasol Investment Management
Illinois
$57K +$54.5K +1,479 New
TIM
1319
Tortoise Investment Management
New York
$55K
M
1320
MOTCO
Texas
$52K -$28K -760 -36%
SNBOSD
1321
Security National Bank of So Dak
Iowa
$50K +$922 +25 +2%
MWP
1322
MYCIO Wealth Partners
Pennsylvania
$50K +$5.53K +150 +13%
FA
1323
Financial Advantage
Maryland
$49K
NC
1324
Nicholas Company
Wisconsin
$49K
ST
1325
Spot Trading
Illinois
$48K +$44.2K +1,200 +2,034%

ABT Hedge Fund Activity: Q4 2013 in Review

1,383 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2013, worth a combined $40.9B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new ABT positions and 71 closed out — a net gain of 89 holders — while 513 added to existing stakes and 534 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $198M. The largest seller was BlackRock Institutional Trust, cutting an estimated $128M.

  • 1,383 institutional investors held Abbott (ABT) as of Q4 2013, up from 1,308 in Q3 2013.
  • Funds reported $40.9B of Abbott stock for Q4 2013, up 17% quarter-over-quarter.
  • 160 funds opened new Abbott positions in Q4 2013 and 71 closed out, a net change of +89 holders.
  • The largest Abbott buyer in Q4 2013 was Neuberger Berman Group, an estimated $198M added.
  • The largest Abbott seller in Q4 2013 was BlackRock Institutional Trust, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2013.