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1,470 hedge funds and large institutions have $41.7B invested in Abbott in 2015 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 551 increasing their positions, 592 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $333M | Put options by funds: $243M

0.28% more ownership

Funds ownership: 69.55%69.82% (+0.28%)

7% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 592

8% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4881,470 (-18)

18% less capital invested

Capital invested by funds: $50.6B → $41.7B (-$8.91B)

51% less funds holding in top 10

Funds holding in top 10: 5527 (-28)

Holders
1,470
Holders Change
-18
Holders Change %
-1.21%
% of All Funds
41.03%
Holding in Top 10
27
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-50.91%
% of All Funds
0.75%
New
86
Increased
551
Reduced
592
Closed
93
Calls
$333M
Puts
$243M
Net Calls
+$89.6M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1401
Vantage Investment Advisors
Pennsylvania
$47K +$471 +10 +0.9%
LWA
1402
Lenox Wealth Advisors
New York
$47K +$31.4K +665 +133%
VIA
1403
Vident Investment Advisory
Georgia
$46K +$23.5K +498 +78%
RAM
1404
Riggs Asset Management
Pennsylvania
$42K -$4.71K -100 -9%
TFA
1405
Transamerica Financial Advisors
Florida
$42K -$1.89K -40 -4%
DA
1406
Dunvegan Associates
California
$42K +$5.19K +110 +12%
SMG
1407
Spectrum Management Group
Indiana
$42K +$14.1K +300 +40%
SIM
1408
Sonora Investment Management
Arizona
$42K +$45.7K +969 New
M
1409
MOTCO
Texas
$41K -$9.48K -201 -16%
CAL
1410
Capital Advisors Ltd
Ohio
$41K
HF
1411
Hoxton Financial
West Virginia
$41K
PG
1412
Patten Group
Tennessee
$40.9K
IRS
1413
Invictus RG (Singapore)
Singapore
$40K -$75.7K -1,606 -62%
OC
1414
Oakworth Capital
Alabama
$39K
ACS
1415
Archford Capital Strategies
Illinois
$37K
TJHA
1416
Thomas J. Herzfeld Advisors
Florida
$37K +$21.5K +457 +98%
LWM
1417
LBA Wealth Management
Florida
$36K
TSU
1418
TD Securities (USA)
New York
$34K -$28.4M -602,088 -100%
EWM
1419
Endurance Wealth Management
Rhode Island
$32K -$6.6K -140 -16%
PVH
1420
Psagot Value Holdings
Israel
$28K
IMS
1421
Index Management Solutions
Pennsylvania
$28K +$896 +19 +3%
LIM
1422
Lagoda Investment Management
New York
$26K
BKA
1423
Brick & Kyle Associates
Pennsylvania
$24K
FWC
1424
First Washington Corp
Washington
$24K
JIR
1425
James Investment Research
Ohio
$24K

ABT Hedge Fund Activity: Q3 2015 in Review

1,470 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2015, worth a combined $41.7B — down 18% from $50.6B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of ABT and 86 opened new positions — a net loss of 7 holders — while 592 trimmed existing stakes and 551 added.

The largest buyer was Bank of America, adding an estimated $284M. The largest seller was JP Morgan Chase, cutting an estimated $394M.

  • 1,470 institutional investors held Abbott (ABT) as of Q3 2015, down from 1,488 in Q2 2015.
  • Funds reported $41.7B of Abbott stock for Q3 2015, down 18% quarter-over-quarter.
  • 86 funds opened new Abbott positions in Q3 2015 and 93 closed out, a net change of -7 holders.
  • The largest Abbott buyer in Q3 2015 was Bank of America, an estimated $284M added.
  • The largest Abbott seller in Q3 2015 was JP Morgan Chase, an estimated $394M sold.

Based on aggregated 13F filings for Q3 2015.