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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
VIA
1326
Vantage Investment Advisors
Pennsylvania
$46K +$44.1K +1,196 New
JIR
1327
James Investment Research
Ohio
$43K
GCT
1328
Galaxy Capital Trading
British Virgin Islands
$42K -$1.06M -28,800 -96%
OC
1329
Oakworth Capital
Alabama
$42K +$40.5K +1,099 New
SAM
1330
Solaris Asset Management
New York
$39K +$23.2K +630 +158%
CAL
1331
Capital Advisors Ltd
Ohio
$39K +$37.7K +1,022 New
MCM
1332
McKinley Capital Management
Alaska
$37K +$35.9K +973 New
TFMS
1333
Trust & Fiduciary Management Services
Massachusetts
$36K -$2.58K -70 -7%
HF
1334
Hoxton Financial
West Virginia
$36K +$5.34K +145 +18%
WA
1335
Winfield Associates
Ohio
$36K +$35K +950 New
HCP
1336
Holt Capital Partners
Texas
$34K +$33.2K +900 New
MUMSS
1337
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K +$32.1K +870 New
CCM
1338
Chilton Capital Management
Texas
$32.7K
TCM
1339
Tributary Capital Management
Nebraska
$31K
SFSIG
1340
San Francisco Sentry Investment Group
California
$31K +$5.75K +156 +24%
LWA
1341
Lenox Wealth Advisors
New York
$31K +$29.6K +804 New
RA
1342
Rational Advisors
New York
$30K -$69.7K -1,891 -71%
CFA
1343
Carroll Financial Associates
North Carolina
$30K -$5.53K -150 -16%
OFS
1344
Orrstown Financial Services
Pennsylvania
$29K -$1.15M -31,254 -98%
SMG
1345
Spectrum Management Group
Indiana
$29K +$27.6K +750 New
NHFG
1346
New Harbor Financial Group
Massachusetts
$27K
CFG
1347
CKW Financial Group
Hawaii
$25K +$23.9K +649 New
HI
1348
Hudock Inc
Pennsylvania
$24K +$663 +18 +3%
FWC
1349
First Washington Corp
Washington
$23K +$22.1K +600 New
BBPWM
1350
Blue Bell Private Wealth Management
Pennsylvania
$22K +$21K +570 New

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.