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2,681 hedge funds and large institutions have $126B invested in Abbott in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 979 increasing their positions, 1,157 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $778M

0.17% less ownership

Funds ownership: 74.96%74.78% (-0.17%)

2% less funds holding

Funds holding: 2,7372,681 (-56)

11% less capital invested

Capital invested by funds: $142B → $126B (-$16B)

13% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 167

15% less repeat investments, than reductions

Existing positions increased: 979 | Existing positions reduced: 1,157

21% less funds holding in top 10

Funds holding in top 10: 10784 (-23)

Holders
2,681
Holders Change
-56
Holders Change %
-2.05%
% of All Funds
42.55%
Holding in Top 10
84
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.5%
% of All Funds
1.33%
New
146
Increased
979
Reduced
1,157
Closed
167
Calls
$1.03B
Puts
$778M
Net Calls
+$251M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
501
Linscomb Wealth
Texas
$10.3M -$340K -3,234 -3%
CF
502
Clarity Financial
Texas
$10.2M -$3.36M -31,994 -23%
NPPM
503
North Point Portfolio Managers
Ohio
$10.2M -$22.7K -216 -0.2%
NIM
504
Northeast Investment Management
Massachusetts
$10.1M -$367K -3,496 -3%
TA
505
TruWealth Advisors
Louisiana
$10.1M +$10.5M +99,909 +2,463%
TFA
506
Toth Financial Advisory
Virginia
$10.1M -$88.5K -843 -0.8%
ERIM
507
Eagle Ridge Investment Management
Connecticut
$10.1M -$83.8K -798 -0.8%
SC
508
Scotia Capital
Ontario, Canada
$10M -$2.26M -21,560 -17%
JIM
509
Jensen Investment Management
Oregon
$10M -$105K -1,000 -1%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$9.96M +$2.38M +22,674 +28%
AMI
511
Amica Mutual Insurance
Rhode Island
$9.92M +$2.53M +24,126 +31%
SPIA
512
Steward Partners Investment Advisory
New York
$9.91M -$294K -2,799 -3%
MBTD
513
Mechanics Bank - Trust Department
California
$9.86M +$40.1K +382 +0.4%
KPWS
514
Kestra Private Wealth Services
Texas
$9.84M +$995K +9,470 +10%
PA
515
Pinnacle Associates
New York
$9.79M -$413K -3,937 -4%
GT
516
Greenleaf Trust
Michigan
$9.68M -$359K -3,416 -3%
DWM
517
Dakota Wealth Management
Florida
$9.66M +$127K +1,208 +1%
FAT
518
First American Trust
California
$9.6M +$1.03M +9,820 +11%
FNFDCM
519
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.5M -$5.67K -54 -0.1%
William Blair Investment Management
520
William Blair Investment Management
Illinois
$9.49M -$235K -2,241 -2%
AWM
521
Axxcess Wealth Management
California
$9.46M +$2.32M +22,077 +29%
NCM
522
Novare Capital Management
North Carolina
$9.46M +$214K +2,034 +2%
First Manhattan
523
First Manhattan
New York
$9.42M -$190K -1,811 -2%
ASN
524
Advisory Services Network
Georgia
$9.42M +$61.4K +585 +0.6%
BCB
525
Brian C. Broderick
$9.4M +$156K +1,484 +2%

ABT Hedge Fund Activity: Q3 2023 in Review

2,681 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2023, worth a combined $126B — down 11% from $142B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of ABT and 146 opened new positions — a net loss of 21 holders — while 1,157 trimmed existing stakes and 979 added.

The largest buyer was Capital International Investors, adding an estimated $384M. The largest seller was UBS AM, cutting an estimated $1.04B.

  • 2,681 institutional investors held Abbott (ABT) as of Q3 2023, down from 2,737 in Q2 2023.
  • Funds reported $126B of Abbott stock for Q3 2023, down 11% quarter-over-quarter.
  • 146 funds opened new Abbott positions in Q3 2023 and 167 closed out, a net change of -21 holders.
  • The largest Abbott buyer in Q3 2023 was Capital International Investors, an estimated $384M added.
  • The largest Abbott seller in Q3 2023 was UBS AM, an estimated $1.04B sold.

Based on aggregated 13F filings for Q3 2023.