We are live on ! Find out more

2,705 hedge funds and large institutions have $132B invested in Abbott in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,069 increasing their positions, 1,073 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $976M | Put options by funds: $846M

0.45% more ownership

Funds ownership: 74.55%75% (+0.45%)

0% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 158

0% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,073

2% less funds holding

Funds holding: 2,7652,705 (-60)

22% less capital invested

Capital invested by funds: $170B → $132B (-$37.6B)

31% less funds holding in top 10

Funds holding in top 10: 13291 (-41)

Holders
2,705
Holders Change
-60
Holders Change %
-2.17%
% of All Funds
43.1%
Holding in Top 10
91
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-31.06%
% of All Funds
1.45%
New
158
Increased
1,069
Reduced
1,073
Closed
158
Calls
$976M
Puts
$846M
Net Calls
+$130M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
2501
Carl P. Sherr & Co
Massachusetts
$202K
SWM
2502
Shakespeare Wealth Management
Wisconsin
$202K
PFM
2503
Phillips Financial Management
Indiana
$202K -$2.32K -22 -1%
AFG
2504
Atomi Financial Group
New York
$201K +$210K +1,988 New
HCM
2505
Hutchinson Capital Management
California
$201K -$9.5K -90 -4%
JSAM
2506
J. Safra Asset Management
New York
$201K +$210K +1,985 New
WGAM
2507
Wilkinson Global Asset Management
New York
$201K
PAIM
2508
Punch & Associates Investment Management
Minnesota
$200K
FPWM
2509
FSB Premier Wealth Management
Iowa
$200K +$10.9K +103 +5%
OAJ
2510
Ogorek Anthony Joseph
New York
$198K +$52.8K +500 +34%
CA
2511
Crewe Advisors
Utah
$192K -$4.43K -42 -2%
EWM
2512
Endurance Wealth Management
Rhode Island
$191K +$124K +1,176 +164%
DMBA
2513
Deseret Mutual Benefit Administrators
Utah
$191K +$8.66K +82 +5%
SIC
2514
SJS Investment Consulting
Ohio
$189K -$13.4K -127 -6%
MIM
2515
Meridiem Investment Management
United Kingdom
$188K
RCG
2516
Rock Creek Group
District of Columbia
$187K +$38.2K +362 +24%
KA
2517
Kozak & Associates
Colorado
$184K -$3.27K -31 -2%
SSC
2518
Syverson Strege & Co
Iowa
$183K +$739 +7 +0.4%
FCT
2519
First Community Trust
Iowa
$176K
MCI
2520
MRP Capital Investments
Georgia
$176K +$106K +1,001 +136%
HIM
2521
Hillsdale Investment Management
Ontario, Canada
$174K +$72.9K +690 +67%
CAL
2522
Capital Advisors Ltd
Ohio
$169K -$122K -1,152 -41%
GC
2523
Garde Capital
Washington
$168K -$13.3K -126 -7%
AFG
2524
Albion Financial Group
Utah
$166K
EIM
2525
Essex Investment Management
Massachusetts
$166K

ABT Hedge Fund Activity: Q1 2023 in Review

2,705 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2023, worth a combined $132B — down 22% from $170B a quarter earlier.

Fund positioning in ABT was balanced in Q1 2023: 158 funds opened new positions, 158 closed out, 1,069 added to existing stakes and 1,073 trimmed.

The largest buyer was UBS AM, adding an estimated $950M. The largest seller was Massachusetts Financial Services, cutting an estimated $388M.

  • 2,705 institutional investors held Abbott (ABT) as of Q1 2023, down from 2,765 in Q4 2022.
  • Funds reported $132B of Abbott stock for Q1 2023, down 22% quarter-over-quarter.
  • 158 funds opened new Abbott positions in Q1 2023 and 158 closed out, a net change of 0 holders.
  • The largest Abbott buyer in Q1 2023 was UBS AM, an estimated $950M added.
  • The largest Abbott seller in Q1 2023 was Massachusetts Financial Services, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2023.