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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: 2,6822,886 (+204)

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
+204
Holders Change %
+7.61%
% 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
Lido Advisors
426
Lido Advisors
California
$15.1M +$780K +7,808 +6%
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$15.1M +$5.1M +51,018 +59%
EWA
428
Exencial Wealth Advisors
Oklahoma
$15.1M +$7.92M +79,263 +138%
PWP
429
Perfromance Wealth Partners
Illinois
$15.1M -$714K -7,147 -5%
FFP
430
FourThought Financial Partners
Florida
$15M +$39.1K +391 +0.3%
SCM
431
Sirios Capital Management
Massachusetts
$14.9M -$2.27M -22,675 -14%
JMFC
432
J.M. Forbes & Co
Massachusetts
$14.9M +$122K +1,219 +0.9%
OPERF
433
Oregon Public Employees Retirement Fund
Oregon
$14.9M +$133K +1,331 +1%
PGFC
434
Peapack-Gladstone Financial Corp
New Jersey
$14.9M +$255K +2,557 +2%
MSRPS
435
Maryland State Retirement & Pension System
Maryland
$14.8M +$143K +1,435 +1%
CNAM
436
Campbell Newman Asset Management
Wisconsin
$14.8M -$208K -2,083 -2%
ACA
437
Anchor Capital Advisors
Massachusetts
$14.8M -$123K -1,233 -0.9%
SWP
438
Stratos Wealth Partners
Ohio
$14.6M -$9.39K -94 -0.1%
EDRH
439
Edmond de Rothschild Holding
Switzerland
$14.6M -$25K -250 -0.2%
TIAA Trust, National Association
440
TIAA Trust, National Association
North Carolina
$14.5M -$959K -9,602 -7%
TI
441
Trexquant Investment
Connecticut
$14.5M -$2.33M -23,275 -15%
FFBTD
442
First Financial Bank - Trust Division
Ohio
$14.5M -$70.4K -705 -0.5%
MA
443
Montag & Associates
Georgia
$14.4M +$378K +3,785 +3%
MWM
444
Modera Wealth Management
New Jersey
$14.3M -$1.23M -12,317 -9%
SAM
445
SP Asset Management
California
$14.3M +$96.3K +964 +0.8%
KFC
446
Klingenstein Fields & Co
New York
$14.2M -$241K -2,415 -2%
MYAM
447
Meiji Yasuda Asset Management
Japan
$14.2M -$772K -7,722 -6%
WC
448
Woodstock Corp
Massachusetts
$14.1M +$422K +4,226 +3%
WT
449
Washington Trust
Rhode Island
$14.1M -$48.2K -482 -0.4%
CIA
450
CCM Investment Advisers
South Carolina
$14.1M -$477K -4,772 -4%

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 2,682 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.