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Abbott
ABT

Overview Fund Activity

2,688 hedge funds and large institutions have $132B invested in Abbott in 2023 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 1,063 increasing their positions, 1,069 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,688
Holders Change
-63
Holders Change %
-2.29%
% of All Funds
43.02%
Holding in Top 10
91
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-31.06%
% of All Funds
1.46%
New
155
Increased
1,063
Reduced
1,069
Closed
158
Calls
$976M
Puts
$846M
Net Calls
+$130M
Net Calls Change
-$249M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$911M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$608M
3
Capital International Investors
Capital International Investors
California
+$345M
4
Renaissance Technologies
Renaissance Technologies
New York
+$176M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$149M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
2
Capital World Investors
Capital World Investors
California
-$356M
3
Ameriprise
Ameriprise
Minnesota
-$339M
4
Parnassus Investments
Parnassus Investments
California
-$326M
5
Jennison Associates
Jennison Associates
New York
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
526
Buckingham Strategic Wealth
Missouri
$9.45M – – –
WIM
527
WealthPlan Investment Management
Nebraska
$9.43M -$7.53M -74,382 -44%
IC
528
IEQ Capital
California
$9.42M +$562K +5,546 +6%
TFGT
529
TS Financial Group (TSFG)
Illinois
$9.39M +$136K +1,339 +1%
CA
530
Callahan Advisors
Texas
$9.29M -$223K -2,206 -2%
SWK
531
Stephen W. Kidder
$9.27M -$27.3K -270 -0.3%
HTC
532
Haverford Trust Company
Pennsylvania
$9.2M +$320K +3,160 +4%
AWP
533
Ascent Wealth Partners
New York
$9.13M +$153K +1,519 +2%
IAA
534
Independent Advisor Alliance
North Carolina
$9.07M -$1.86M -18,353 -17%
CA
535
Clearstead Advisors
Ohio
$9.06M +$119K +1,179 +1%
AR
536
Apeiron RIA
Texas
$9.04M -$191K -1,836 -2%
SC
537
Savant Capital
Illinois
$9.02M +$717K +7,076 +9%
MJP
538
Michael J. Puzo
$8.99M +$248K +2,445 +3%
FMC
539
First Merchants Corp
Indiana
$8.98M -$94.3K -931 -1%
TF
540
Tompkins Financial
New York
$8.87M +$64.8K +640 +0.7%
SCM
541
Schnieders Capital Management
California
$8.87M +$81K +800 +0.9%
PJSIMP
542
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.84M -$685K -6,253 -7%
DA
543
Dash Acquisitions
California
$8.8M +$670K +6,621 +8%
AAS
544
Annex Advisory Services
Wisconsin
$8.79M +$2.33M +22,990 +36%
WP
545
WealthPLAN Partners
Nebraska
$8.78M -$8.3M -81,975 -49%
KPWS
546
Kestra Private Wealth Services
Texas
$8.77M +$1.21M +11,969 +16%
BIM
547
Bridges Investment Management
Nebraska
$8.74M +$15.3K +151 +0.2%
SIG
548
Stonegate Investment Group
Alabama
$8.74M +$5.76M +56,868 +193%
JWM
549
JGP Wealth Management
Oregon
$8.72M +$301K +2,970 +4%
GT
550
Glenview Trust
Kentucky
$8.65M +$103K +1,014 +1%
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