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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: 2,6812,886 (+205)

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
+205
Holders Change %
+7.65%
% 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
CCM
2701
Copeland Capital Management
Pennsylvania
$137K
PCMC
2702
Planning Capital Management Corporation
Pennsylvania
$135K +$122K +1,224 New
KA
2703
Kozak & Associates
Colorado
$135K -$50.1K -501 -30%
CAC
2704
Core Alternative Capital
Georgia
$134K -$12.6K -126 -9%
NFA
2705
Northwest Financial Advisors
Virginia
$130K +$118K +1,182 New
SVCP
2706
Silicon Valley Capital Partners
California
$130K -$5K -50 -4%
CIA
2707
Cape Investment Advisory
Georgia
$129K +$1.8K +18 +2%
AWM
2708
Abound Wealth Management
Tennessee
$128K +$14.7K +147 +14%
CAM
2709
Creekmur Asset Management
Illinois
$128K +$116K +1,162 New
SPWM
2710
Spartan Planning & Wealth Management
North Carolina
$128K +$116K +1,160 New
GWSG
2711
GPS Wealth Strategies Group
Colorado
$126K -$4.6K -46 -4%
NJIM
2712
Nabity-Jensen Investment Management
Nebraska
$126K +$114K +1,144 New
BCMLT
2713
Beacon Capital Management LLC (Tennessee)
Tennessee
$125K -$11.4K -114 -8%
SN
2714
Sittner & Nelson
Oregon
$124K +$5K +50 +5%
GTAM
2715
Global Trust Asset Management
Florida
$124K -$9.69K -97 -8%
PCWA
2716
Pacific Capital Wealth Advisors
California
$124K +$112K +1,125 New
FBC
2717
Fairfield, Bush & Co
Connecticut
$121K +$110K +1,103 New
GWMIA
2718
Global Wealth Management Investment Advisory
Florida
$121K +$2.3K +23 +2%
ME
2719
McIlrath & Eck
Washington
$119K
CG
2720
Cutler Group
California
$118K +$104K +1,039 +2,474%
BFS
2721
Burkett Financial Services
South Carolina
$117K +$106K +1,064 New
NSG
2722
Nalls Sherbakoff Group
Tennessee
$117K
FCG
2723
Financial Connections Group
California
$117K
WPWM
2724
Western Pacific Wealth Management
Illinois
$117K -$3.7K -37 -3%
PPWM
2725
PFG Private Wealth Management
Florida
$113K -$34.8K -348 -25%

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 2,681 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.