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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
CWM
1351
Cranbrook Wealth Management
Michigan
$22K +$21.4K +580 New
BCMIO
1352
Beacon Capital Management Inc (Ohio)
Ohio
$21K +$20.3K +550 New
MIM
1353
Macroview Investment Management
Maryland
$19K
WAM
1354
Wallington Asset Management
Indiana
$19K
MBT
1355
Monroe Bank & Trust
Michigan
$18K -$3.69K -100 -18%
EWM
1356
Elite Wealth Management
Washington
$17K -$1.75M -47,433 -99%
FCT
1357
Family Capital Trust
Massachusetts
$17K -$1.5M -40,777 -99%
TFA
1358
Transamerica Financial Advisors
Florida
$17K -$2.58K -70 -14%
GI
1359
Gradient Investments
Minnesota
$17K +$7.82K +212 +90%
ST
1360
Somerset Trust
Pennsylvania
$17K +$15.9K +432 New
SHWM
1361
Smith & Howard Wealth Management
Georgia
$16K
PFA
1362
Paradigm Financial Advisors
Missouri
$15K +$14.7K +400 New
NIM
1363
NuWave Investment Management
New Jersey
$14K -$194K -5,261 -93%
LWM
1364
LBA Wealth Management
Florida
$14K +$13.2K +357 New
CBT
1365
Central Bank & Trust
Kentucky
$11K -$811 -22 -7%
FAM
1366
Fred Alger Management
New York
$10K +$2.25K +61 +31%
PIM
1367
Profit Investment Management
Maryland
$9K -$15.1M -408,308 -100%
DBT
1368
Dubuque Bank & Trust
Iowa
$9K -$3.67M -99,537 -100%
UB
1369
UMB Bank
Missouri
$8.39K -$33.9K -919 -0.4%
KIG
1370
Kessler Investment Group
Indiana
$8K -$537K -14,558 -99%
LFR
1371
Lehman Financial Resources
Pennsylvania
$8K
ACM
1372
Aviance Capital Management
Florida
$7K
DIA
1373
Denver Investment Advisors
Colorado
$6.78K +$577K +15,661 +10%
SNBOSCI
1374
Security National Bank of Sioux City Iowa
Iowa
$6K
TDC
1375
Thompson Davis & Co
Virginia
$5K +$4.61K +125 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.