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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: 2,7642,704 (-60)

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
-60
Holders Change %
-2.17%
% 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
JF
2776
Joule Financial
Kentucky
-$261K -2,373 Closed
CBA
2777
Coastal Bridge Advisors
Connecticut
-$258K -2,353 Closed
AWA
2778
Alta Wealth Advisors
Massachusetts
-$253K -2,309 Closed
ACM
2779
AlphaStar Capital Management
North Carolina
-$253K -2,306 Closed
CWA
2780
Clarus Wealth Advisors
Arizona
-$262K -2,305 Closed
BWA
2781
Bordeaux Wealth Advisors
California
-$251K -2,290 Closed
SGA
2782
Sustainable Growth Advisers
Connecticut
-$247K -2,246 Closed
SIM
2783
Stratos Investment Management
Ohio
-$243K -2,214 Closed
KTA
2784
Keeley-Teton Advisors
Illinois
-$243K -2,210 Closed
E
2785
Ergoteles
New York
-$238K -2,170 Closed
EA
2786
Eudaimonia Advisors
Tennessee
-$237K -2,157 Closed
SIP
2787
Stoneridge Investment Partners
Pennsylvania
-$236K -2,150 Closed
MCM
2788
Monument Capital Management
Virginia
-$235K -2,142 Closed
EFG
2789
Ethos Financial Group
Pennsylvania
-$237K -2,115 Closed
OBWG
2790
Onyx Bridge Wealth Group
New York
-$236K -2,099 Closed
CFA
2791
Cahill Financial Advisors
Minnesota
-$228K -2,080 Closed
LGA
2792
Lebenthal Global Advisors
New York
-$228K -2,079 Closed
CWG
2793
Crown Wealth Group
North Carolina
-$227K -2,072 Closed
TFA
2794
Triad Financial Advisors
North Carolina
-$227K -2,071 Closed
FA
2795
Fiducient Advisors
Illinois
-$226K -2,060 Closed
WCFA
2796
Walkner Condon Financial Advisors
Wisconsin
-$222K -2,021 Closed
ODIJL
2797
One Day In July LLC
Vermont
-$222K -2,019 Closed
RWA
2798
Redmont Wealth Advisors
Illinois
-$221K -2,014 Closed
AWA
2799
Acorn Wealth Advisors
Michigan
-$221K -2,010 Closed
BFC
2800
Bedel Financial Consulting
Indiana
-$216K -1,969 Closed

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 2,764 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.