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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
PAS
1301
Partnervest Advisory Services
California
$87K -$15.7K -407 -15%
VNB
1302
Valley National Bancorp
New York
$87K -$13.5K -350 -14%
BG
1303
Bollard Group
Massachusetts
$87K
VIM
1304
Veritas Investment Management
United Kingdom
$85K -$116K -3,000 -58%
WIL
1305
Winifred I. Li
$78K
CFSG
1306
Community Financial Services Group
Vermont
$78K +$78.3K +2,030 New
HHMI
1307
Howard Hughes Medical Institute
Maryland
$78K +$78.5K +2,036 New
CFN
1308
Cordasco Financial Network
Florida
$77K
WA
1309
WealthTrust-Arizona
Arizona
$77K +$8.25K +214 +12%
FCE
1310
Fiera Capital (Europe)
Cayman Islands
$75K +$10.3K +267 +16%
MIC
1311
MU Investments Company
Japan
$74K -$698K -18,100 -90%
PCM
1312
Prelude Capital Management
New York
$74K +$73.8K +1,914 New
JIC
1313
Joel Isaacson & Co
New York
$72K +$7.25K +188 +11%
TCM
1314
Tradewinds Capital Management
Washington
$67K
AR
1315
Advisory Research
Illinois
$67K +$66.7K +1,731 New
Group One Trading
1316
Group One Trading
Illinois
$62K +$61.7K +1,600 New
SSG
1317
Summit Securities Group
New York
$58K -$910K -23,600 -94%
PIM
1318
Parasol Investment Management
Illinois
$57K
TIM
1319
Tortoise Investment Management
New York
$55K
VIA
1320
Vantage Investment Advisors
Pennsylvania
$55K +$8.79K +228 +19%
M
1321
MOTCO
Texas
$52K
SNBOSD
1322
Security National Bank of So Dak
Iowa
$52K +$964 +25 +2%
CFA
1323
Carroll Financial Associates
North Carolina
$51K +$20.4K +530 +67%
NC
1324
Nicholas Company
Wisconsin
$50K
CFG
1325
CKW Financial Group
Hawaii
$49K -$809 -21 -3%

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.