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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
SA
2751
Scarborough Advisors
Maryland
$83.6K +$75.9K +760 New
OBWP
2752
O'Brien Wealth Partners
Massachusetts
$83.4K +$75.7K +758 New
DFA
2753
DHJJ Financial Advisors
Illinois
$82.6K
FCMT
2754
Founders Capital Management (Texas)
Texas
$82.3K
AFS
2755
Annapolis Financial Services
Maryland
$78.7K -$68.6K -687 -49%
HIIFS
2756
Harel Insurance Investments & Financial Services
Israel
$76K -$231K -2,311 -77%
RDIA
2757
RE Dickinson Investment Advisors
Iowa
$76K
LIWM
2758
Long Island Wealth Management
New York
$76K +$69.2K +693 New
BHWM
2759
Beaird Harris Wealth Management
Texas
$75.7K +$3.7K +37 +6%
GA
2760
GoalVest Advisory
New York
$73.6K -$49.3K -493 -42%
TSWM
2761
Tyler-Stone Wealth Management
Ohio
$72.9K
MWM
2762
Mascoma Wealth Management
New Hampshire
$72.8K
RA
2763
Rational Advisors
New York
$72.4K -$102K -1,018 -61%
NFSG
2764
Newbridge Financial Services Group
Florida
$69.4K -$13.1K -131 -17%
WIA
2765
Wetzel Investment Advisors
Indiana
$69K +$62.9K +630 New
WFA
2766
West Financial Advisors
Iowa
$67.8K
AW
2767
Avion Wealth
Texas
$65K +$9.59K +96 +19%
DCM
2768
Davis Capital Management
Florida
$63.7K +$57.9K +579 New
ASBI
2769
American State Bank (Iowa)
Iowa
$63.2K
TLA
2770
Tanglewood Legacy Advisors
Texas
$60.6K
ACA
2771
American Capital Advisory
Idaho
$60.5K +$55K +550 New
IUHSA
2772
Itau Unibanco Holding S.A.
Brazil
$60.1K -$5.7K -57 -9%
UOTTAIMCU
2773
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$59.9K
NECFA
2774
New England Capital Financial Advisors
Connecticut
$57.5K
HC
2775
Hoese & Co
Minnesota
$55.7K

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.