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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
GPFA
2626
Game Plan Financial Advisors
Ohio
$213K +$193K +1,934 New
CHJWM
2627
Carlton Hofferkamp & Jenks Wealth Management
Texas
$213K +$192K +1,919 New
4WM
2628
49 Wealth Management
Texas
$212K +$193K +1,928 New
BEW
2629
Burton Enright Welch
California
$212K +$193K +1,927 New
SIC
2630
SJS Investment Consulting
Ohio
$212K +$8.09K +81 +4%
WGAM
2631
Wilkinson Global Asset Management
New York
$212K +$192K +1,926 New
RCA
2632
Riverview Capital Advisers
Massachusetts
$212K +$192K +1,925 New
HCM
2633
Hutchinson Capital Management
California
$212K +$192K +1,923 New
AIA
2634
Arbor Investment Advisors
North Carolina
$212K -$35.1K -351 -15%
LF
2635
LifeSteps Financial
California
$211K +$192K +1,921 New
PAG
2636
Paladin Advisory Group
Iowa
$211K -$12.7K -127 -6%
PAIM
2637
Punch & Associates Investment Management
Minnesota
$210K -$23.1K -231 -11%
FDDB
2638
Fidelity D&D Bancorp
Pennsylvania
$210K -$33.4K -334 -15%
BFA
2639
Brown Financial Advisory
Alabama
$210K +$190K +1,904 New
WA
2640
Waddell & Associates
Tennessee
$209K -$55K -550 -22%
AWP
2641
Abacus Wealth Partners
California
$207K +$188K +1,884 New
AWM
2642
Aviso Wealth Management
Washington
$207K +$188K +1,882 New
FWP
2643
Falcon Wealth Planning
California
$207K +$188K +1,882 New
KWA
2644
Kellett Wealth Advisors
Ohio
$207K -$40K -400 -18%
NCFG
2645
New Century Financial Group
New Jersey
$207K +$188K +1,877 New
LAS
2646
LWM Advisory Services
Florida
$207K +$188K +1,877 New
MAG
2647
MRA Advisory Group
New Jersey
$206K -$158K -1,580 -46%
BC
2648
Barrett & Company
Rhode Island
$206K -$12.6K -126 -6%
PIM
2649
Progressive Investment Management
Oregon
$206K -$21.8K -218 -10%
KIA
2650
Kraematon Investment Advisors
Massachusetts
$206K +$187K +1,868 New

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.