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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
LT
2801
Legacy Trust
Michigan
-$216K -1,969 Closed
SWM
2802
Shelton Wealth Management
Texas
-$216K -1,967 Closed
CGFA
2803
Colton Groome Financial Advisors
North Carolina
-$216K -1,965 Closed
GA
2804
Greytown Advisors
Florida
-$215K -1,957 Closed
VFPI
2805
Vantage Financial Partners (Illinois)
Illinois
-$214K -1,950 Closed
CGH
2806
CMG Global Holdings
Texas
-$213K -1,944 Closed
LF
2807
LifeSteps Financial
California
-$213K -1,941 Closed
BCM
2808
BTC Capital Management
Iowa
-$212K -1,927 Closed
RCA
2809
Riverview Capital Advisers
Massachusetts
-$211K -1,925 Closed
BWM
2810
Biltmore Wealth Management
Arizona
-$211K -1,920 Closed
FPTW
2811
Franklin, Parlapiano, Turner & Welch
Texas
-$211K -1,918 Closed
RWMH
2812
Riverpoint Wealth Management Holdings
Illinois
-$210K -1,917 Closed
EMFAT
2813
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$210K -1,915 Closed
KWA
2814
Kellett Wealth Advisors
Ohio
-$209K -1,905 Closed
BFA
2815
Brown Financial Advisory
Alabama
-$209K -1,904 Closed
PFM
2816
Patton Fund Management
Texas
-$209K -1,900 Closed
MIM
2817
Moseley Investment Management
Florida
-$206K -1,876 Closed
AW
2818
Apricus Wealth
South Carolina
-$206K -1,873 Closed
TA
2819
Trellis Advisors
Washington
-$206K -1,872 Closed
KIA
2820
Kraematon Investment Advisors
Massachusetts
-$205K -1,866 Closed
SWM
2821
Silverlake Wealth Management
Vermont
-$204K -1,861 Closed
WCM
2822
Washburn Capital Management
Florida
-$204K -1,858 Closed
AC
2823
Addison Capital
Pennsylvania
-$203K -1,850 Closed
WIC
2824
Whitegate Investment Counselors
New Hampshire
-$202K -1,844 Closed
WAL
2825
W Advisors LLC
Tennessee
-$202K -1,840 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.