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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
LIA
2676
Luken Investment Analytics
Tennessee
$8.51K
KSWA
2677
Kathleen S. Wright Associates
Pennsylvania
$8.4K
TJHA
2678
Thomas J. Herzfeld Advisors
Florida
$7.39K
FNBOSM
2679
First National Bank of South Miami
Florida
$7.09K -$4.43K -42 -38%
MDCM
2680
Morgan Dempsey Capital Management
Wisconsin
$6.18K -$9.29K -88 -59%
DF
2681
DecisionPoint Financial
Arizona
$6.18K +$3.27K +31 +103%
DI
2682
Disciplined Investments
Oklahoma
$5.27K -$634 -6 -10%
CWA
2683
Carolina Wealth Advisors
South Carolina
$5.06K
DMKJ
2684
David M. Knott Jr
$5K
WAS
2685
Winch Advisory Services
Wisconsin
$5K +$106 +1 +2%
RG
2686
Retirement Group
California
$5K +$4.86K +46 New
SIA
2687
SkyView Investment Advisors
New Jersey
$5K +$4.96K +47 New
ECM
2688
Everence Capital Management
Indiana
$4.44K +$428K +4,050 +10%
UFF
2689
USA Financial Formulas
Michigan
$4.15K +$4.33K +41 New
EAM
2690
Eukles Asset Management
Ohio
$4.05K
RBC
2691
Roble Belko & Company
Pennsylvania
$4K
DWA
2692
Delos Wealth Advisors
Texas
$3.54K -$8.45K -80 -70%
RDFA
2693
Ritter Daniher Financial Advisory
Ohio
$3.04K
BWS
2694
Buck Wealth Strategies
Colorado
$2.96K +$3.06K +29 New
RTL
2695
Red Tortoise LLC
Georgia
$2.73K -$211 -2 -7%
WA
2696
WestEnd Advisors
North Carolina
$2.33K -$2.11K -20 Closed
RMC
2697
Resources Management Corp
Connecticut
$2K -$6.69M -63,407 -100%
MWC
2698
MBM Wealth Consultants
Missouri
$2K
ARS
2699
Adirondack Retirement Specialists
New York
$1.95K
IHWM
2700
Iron Horse Wealth Management
Iowa
$1.92K +$2.01K +19 New

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.