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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
MBT
1326
Monroe Bank & Trust
Michigan
$48K +$30.8K +800 +178%
TF
1327
Trutina Financial
Washington
$46K +$45.9K +1,190 New
TFMS
1328
Trust & Fiduciary Management Services
Massachusetts
$43K +$6.82K +177 +19%
OC
1329
Oakworth Capital
Alabama
$42K
MWP
1330
MYCIO Wealth Partners
Pennsylvania
$41K -$9.44K -245 -19%
HF
1331
Hoxton Financial
West Virginia
$41K +$4.7K +122 +13%
CAL
1332
Capital Advisors Ltd
Ohio
$39K
NYLT
1333
New York Life Trust
New York
$38K -$40.4K -1,047 -51%
WA
1334
Winfield Associates
Ohio
$37K
SFSIG
1335
San Francisco Sentry Investment Group
California
$37K +$6.36K +165 +20%
ACS
1336
Archford Capital Strategies
Illinois
$35K +$35.1K +910 New
HCP
1337
Holt Capital Partners
Texas
$35K
NIM
1338
NuWave Investment Management
New Jersey
$32K +$17.8K +463 +122%
LWA
1339
Lenox Wealth Advisors
New York
$29K -$2.08K -54 -7%
OFS
1340
Orrstown Financial Services
Pennsylvania
$29K
SMG
1341
Spectrum Management Group
Indiana
$29K
JT
1342
Jump Trading
Illinois
$28K -$158K -4,087 -85%
JIR
1343
James Investment Research
Ohio
$27K -$15.4K -400 -36%
NHFG
1344
New Harbor Financial Group
Massachusetts
$27K
FWC
1345
First Washington Corp
Washington
$23K
HI
1346
Hudock Inc
Pennsylvania
$22K -$2.16K -56 -9%
BBPWM
1347
Blue Bell Private Wealth Management
Pennsylvania
$22K
CWM
1348
Cranbrook Wealth Management
Michigan
$22K
DA
1349
Dunvegan Associates
California
$21K +$21.2K +550 New
MIM
1350
Macroview Investment Management
Maryland
$19K

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.