We are live on ! Find out more

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: 2,7642,704 (-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
2,704
Holders Change
-60
Holders Change %
-2.17%
% 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
RWM
2626
Ruedi Wealth Management
Illinois
$43.5K
FSWA
2627
Financial Synergies Wealth Advisors
Texas
$41K +$19.9K +188 +87%
CWM
2628
CarsonAllaria Wealth Management
Illinois
$39.9K +$211 +2 +0.5%
IWP
2629
IAG Wealth Partners
Wisconsin
$39.3K
PP
2630
PrairieView Partners
Minnesota
$38K -$4.12K -39 -9%
PCFFS
2631
Pacific Center for Financial Services
California
$37.5K +$39.1K +370 New
JMF
2632
Johnson Midwest Financial
Iowa
$36.7K +$106 +1 +0.3%
RI
2633
Ridgewood Investments
New Jersey
$35.9K +$37.5K +355 New
LIM
2634
Lagoda Investment Management
New York
$34.4K
SA
2635
SRH Advisors
Kansas
$33K
MFG
2636
Monumental Financial Group
Maryland
$32K +$33.8K +320 New
PP
2637
PFS Partners
New Jersey
$31.2K
YDMI
2638
Y.D. More Investments
Israel
$31K +$11.2K +106 +53%
TWD
2639
True Wealth Design
Ohio
$30.5K +$211 +2 +0.7%
CWAF
2640
Core Wealth Advisors (Florida)
Florida
$26.8K +$2.64K +25 +10%
BCM
2641
Bourgeon Capital Management
Connecticut
$26.5K +$106 +1 +0.4%
OLVIG
2642
Oliver Lagore Vanvalin Investment Group
Michigan
$25.3K
JFG
2643
JDM Financial Group
Texas
$24.3K
HWP
2644
Highline Wealth Partners
California
$22.6K
SFG
2645
Steward Financial Group
Texas
$22K +$13.2K +125 +133%
LWA
2646
Lowe Wealth Advisors
Maryland
$21.8K
DWMG
2647
DB Wealth Management Group
California
$20.7K
SL
2648
Savior LLC
Massachusetts
$20.3K
RWPA
2649
Richard W. Paul & Associates
Michigan
$19.2K -$304K -2,875 -94%
RA
2650
Rational Advisors
New York
$19K

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 2,764 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.