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2,704 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: 2,7652,704 (-61)

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
2,704
Holders Change
-61
Holders Change %
-2.21%
% of All Funds
43.09%
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
SVCP
2551
Silicon Valley Capital Partners
California
$131K +$13.7K +130 +11%
CCM
2552
Copeland Capital Management
Pennsylvania
$126K
ABLA
2553
Alan B. Lancz & Associates
Ohio
$126K
NMG
2554
New Millennium Group
Utah
$125K -$739 -7 -0.6%
BCMLT
2555
Beacon Capital Management LLC (Tennessee)
Tennessee
$125K -$20.9K -198 -14%
TIM
2556
Tortoise Investment Management
New York
$123K -$12.7K -120 -9%
GWSG
2557
GPS Wealth Strategies Group
Colorado
$123K +$128K +1,214 New
FCA
2558
Fortis Capital Advisors
Kansas
$122K -$61K -578 -32%
LPIC
2559
LeJeune Puetz Investment Counsel
Michigan
$121K +$4.01K +38 +3%
SWA
2560
SOA Wealth Advisors
New York
$118K +$106 +1 +0.1%
MIA
2561
Milestone Investment Advisors
Wisconsin
$117K +$122K +1,153 New
CCMI
2562
Creative Capital Management Investments
California
$116K +$22K +208 +22%
CIA
2563
Cape Investment Advisory
Georgia
$111K +$116K +1,099 New
WPWM
2564
Western Pacific Wealth Management
Illinois
$111K
SOW
2565
State of Wyoming
Wyoming
$111K -$116K -1,103 -50%
SN
2566
Sittner & Nelson
Oregon
$109K +$5.91K +56 +5%
FCMT
2567
Founders Capital Management (Texas)
Texas
$109K
FCG
2568
Financial Connections Group
California
$107K -$15.4K -146 -12%
Cohen & Steers
2569
Cohen & Steers
New York
$107K
BWL
2570
Bogart Wealth LLC
Virginia
$105K +$11.6K +110 +12%
CAC
2571
Core Alternative Capital
Georgia
$103K +$39.7K +376 +59%
AWM
2572
Accel Wealth Management
Iowa
$102K
LSA
2573
Lansing Street Advisors
Pennsylvania
$102K +$211 +2 +0.2%
PCM
2574
Perritt Capital Management
Illinois
$101K
WAM
2575
Worth Asset Management
Texas
$101K

ABT Hedge Fund Activity: Q1 2023 in Review

2,704 of the 6,275 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.

  • 2,704 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.