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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
CCA
2726
Criterion Capital Advisors
Tennessee
$111K +$101K +1,011 New
PCM
2727
Perritt Capital Management
Illinois
$111K +$999 +10 +1%
SWA
2728
SOA Wealth Advisors
New York
$110K -$6.2K -62 -6%
CSC
2729
Cove Street Capital
California
$110K
EC
2730
EdgeRock Capital
Colorado
$106K +$94K +941 New
VCM
2731
Versant Capital Management
Arizona
$104K -$3.4K -34 -3%
CCMI
2732
Creative Capital Management Investments
California
$103K
DI
2733
DAGCO Inc
Ohio
$103K -$766K -7,665 -89%
DWS
2734
Dynamic Wealth Strategies
California
$103K +$93.4K +935 New
FA
2735
Financial Avengers
California
$103K +$500 +5 +0.5%
NMG
2736
New Millennium Group
Utah
$102K +$200 +2 +0.2%
KFP
2737
Keener Financial Planning
Texas
$102K +$92.6K +927 New
RAM
2738
Riggs Asset Management
Pennsylvania
$102K
HGA
2739
Hobbs Group Advisors
South Carolina
$99.1K +$89.9K +900 New
IRAG
2740
Investment Research & Advisory Group
Georgia
$97.7K
FMP
2741
Financial Management Professionals
Texas
$97K +$4.3K +43 +5%
CA
2742
Centerpoint Advisors
Massachusetts
$95K -$56.2K -562 -39%
HFS
2743
HBC Financial Services
Washington
$95K
LFA
2744
Level Financial Advisors
New York
$93.7K
KFS
2745
Kelly Financial Services
Massachusetts
$92K +$13.8K +138 +20%
RFG
2746
RFP Financial Group
Georgia
$89.6K +$100 +1 +0.1%
W
2747
WealthCollab
Washington
$87.4K +$79.3K +794 New
RFG
2748
REAP Financial Group
Texas
$87K +$79K +791 New
FWM
2749
FSA Wealth Management
Massachusetts
$86K +$78K +781 New
FWM
2750
Focused Wealth Management
New York
$85.3K -$13.8K -138 -15%

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.