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2,886 hedge funds and large institutions have $148B invested in Abbott in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 962 increasing their positions, 1,222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 96

27% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.09B

23% more funds holding in top 10

Funds holding in top 10: 84103 (+19)

18% more capital invested

Capital invested by funds: $126B → $148B (+$22.3B)

8% more funds holding

Funds holding: 2,6822,886 (+204)

2.68% more ownership

Funds ownership: 74.78%77.46% (+2.7%)

21% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 1,222

Holders
2,886
Holders Change
+204
Holders Change %
+7.61%
% of All Funds
42.08%
Holding in Top 10
103
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+22.62%
% of All Funds
1.5%
New
342
Increased
962
Reduced
1,222
Closed
96
Calls
$1.39B
Puts
$1.09B
Net Calls
+$295M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2551
Kaydan Wealth Management
Michigan
$232K -$12.1K -121 -5%
MFC
2552
Morris Financial Concepts
South Carolina
$232K
CICI
2553
Capital Investment Counsel Inc
North Carolina
$232K +$210K +2,106 New
WCM
2554
Winthrop Capital Management
Indiana
$232K +$210K +2,105 New
ANB
2555
Amarillo National Bank
Texas
$232K +$2.1K +21 +1%
PFM
2556
Phillips Financial Management
Indiana
$231K +$210K +2,103 New
AFAS
2557
Acorn Financial Advisory Services
Virginia
$231K -$134K -1,341 -39%
PIAS
2558
PCA Investment Advisory Services
Ohio
$231K +$100 +1 +0%
BWP
2559
Bernardo Wealth Planning
Pennsylvania
$231K -$30K -300 -13%
WAG
2560
Windsor Advisory Group
Ohio
$231K
GAMC
2561
Garner Asset Management Corp
Texas
$230K -$18K -180 -8%
SFG
2562
Sather Financial Group
Texas
$230K
UWPG
2563
Ullmann Wealth Partners Group
Florida
$230K +$208K +2,086 New
SAI
2564
Savvy Advisors Inc
New York
$230K +$208K +2,086 New
NJBEST
2565
New Jersey Better Educational Savings Trust
New Jersey
$229K
MRWM
2566
ML&R Wealth Management
Texas
$229K -$2.6K -26 -1%
LWP
2567
LMG Wealth Partners
Louisiana
$229K
GSAM
2568
Grant Street Asset Management
Pennsylvania
$229K +$208K +2,081 New
SIS
2569
Sound Income Strategies
Florida
$229K +$3.1K +31 +2%
WRM
2570
Weybosset Research & Management
Rhode Island
$229K +$208K +2,080 New
RIM
2571
Rockbridge Investment Management
New York
$229K -$5.3K -53 -2%
KFS
2572
Kaizen Financial Strategies
California
$228K +$207K +2,071 New
AEPWM
2573
Atlantic Edge Private Wealth Management
Florida
$226K +$205K +2,056 New
JHP
2574
James Hambro & Partners
United Kingdom
$226K -$99.9K -1,000 -33%
MS
2575
Madden Securities
Texas
$226K -$40K -400 -16%

ABT Hedge Fund Activity: Q4 2023 in Review

2,886 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2023, worth a combined $148B — up 18% from $126B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new ABT positions and 96 closed out — a net gain of 246 holders — while 962 added to existing stakes and 1,222 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.62B. The largest seller was Putnam Investments, cutting an estimated $371M.

  • 2,886 institutional investors held Abbott (ABT) as of Q4 2023, up from 2,682 in Q3 2023.
  • Funds reported $148B of Abbott stock for Q4 2023, up 18% quarter-over-quarter.
  • 342 funds opened new Abbott positions in Q4 2023 and 96 closed out, a net change of +246 holders.
  • The largest Abbott buyer in Q4 2023 was Morgan Stanley, an estimated $3.62B added.
  • The largest Abbott seller in Q4 2023 was Putnam Investments, an estimated $371M sold.

Based on aggregated 13F filings for Q4 2023.