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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
WAM
1351
Wallington Asset Management
Indiana
$19K
MUMSS
1352
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$17K -440 -51%
FCT
1353
Family Capital Trust
Massachusetts
$17K
ST
1354
Somerset Trust
Pennsylvania
$17K
TFA
1355
Transamerica Financial Advisors
Florida
$17K
ECM
1356
Exchange Capital Management
Michigan
$17K +$16.9K +438 New
SAM
1357
Solaris Asset Management
New York
$15K -$24.3K -630 -61%
GI
1358
Gradient Investments
Minnesota
$13K -$4.32K -112 -25%
CBT
1359
Central Bank & Trust
Kentucky
$13K +$1.7K +44 +16%
BCI
1360
Brinker Capital Investments
Pennsylvania
$12K +$7.71K +200 +200%
AWM
1361
Avior Wealth Management
Nebraska
$11K +$11.2K +291 New
FAM
1362
Fred Alger Management
New York
$10K
FIG
1363
Fusion Investment Group
Pennsylvania
$8K -$275K -7,122 -97%
WA
1364
Waverly Advisors
Alabama
$8K -$178K -4,607 -96%
PFA
1365
Paradigm Financial Advisors
Missouri
$8K -$7.71K -200 -50%
KIG
1366
Kessler Investment Group
Indiana
$8K
LFR
1367
Lehman Financial Resources
Pennsylvania
$8K
WAS
1368
Winch Advisory Services
Wisconsin
$7K +$6.63K +172 New
LWM
1369
LBA Wealth Management
Florida
$6K -$7.59K -197 -55%
SNBOSCI
1370
Security National Bank of Sioux City Iowa
Iowa
$6K
DBT
1371
Dubuque Bank & Trust
Iowa
$4K -$5.59K -145 -59%
HP
1372
Hikari Power
Japan
$3.86K +$3.87M +100,300 New
Walleye Trading
1373
Walleye Trading
New York
$3.46K +$2.93M +76,131 +557%
PCTC
1374
Perkins Coie Trust Company
Washington
$3K
Winslow Capital Management
1375
Winslow Capital Management
Minnesota
$3K +$3.04K +79 New

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.