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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: 2,7652,704 (-61)

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
-61
Holders Change %
-2.21%
% 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
BFO
526
Boston Family Office
Massachusetts
$9.59M -$10.5K -99 -0.1%
BMM
527
Buffington Mohr McNeal
Idaho
$9.51M +$165K +1,559 +2%
BSW
528
Buckingham Strategic Wealth
Missouri
$9.45M
WIM
529
WealthPlan Investment Management
Nebraska
$9.43M -$7.85M -74,382 -44%
IC
530
IEQ Capital
California
$9.42M +$586K +5,546 +6%
TFGT
531
TS Financial Group (TSFG)
Illinois
$9.39M +$141K +1,339 +1%
CA
532
Callahan Advisors
Texas
$9.29M -$233K -2,206 -2%
SWK
533
Stephen W. Kidder
$9.27M -$28.5K -270 -0.3%
HTC
534
Haverford Trust Company
Pennsylvania
$9.2M +$334K +3,160 +4%
AWP
535
Ascent Wealth Partners
New York
$9.13M +$160K +1,519 +2%
IAA
536
Independent Advisor Alliance
North Carolina
$9.07M -$1.94M -18,353 -17%
CA
537
Clearstead Advisors
Ohio
$9.06M +$124K +1,179 +1%
AR
538
Apeiron RIA
Texas
$9.04M -$194K -1,836 -2%
SC
539
Savant Capital
Illinois
$9.02M +$747K +7,076 +9%
MJP
540
Michael J. Puzo
$8.99M +$258K +2,445 +3%
FMC
541
First Merchants Corp
Indiana
$8.98M -$98.3K -931 -1%
TF
542
Tompkins Financial
New York
$8.87M +$67.6K +640 +0.7%
SCM
543
Schnieders Capital Management
California
$8.87M +$84.5K +800 +0.9%
PJSIMP
544
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.84M -$660K -6,253 -7%
DA
545
Dash Acquisitions
California
$8.8M +$699K +6,621 +8%
AAS
546
Annex Advisory Services
Wisconsin
$8.79M +$2.43M +22,990 +36%
WP
547
WealthPLAN Partners
Nebraska
$8.78M -$8.66M -81,975 -49%
KPWS
548
Kestra Private Wealth Services
Texas
$8.77M +$1.26M +11,969 +16%
BIM
549
Bridges Investment Management
Nebraska
$8.74M +$15.9K +151 +0.2%
SIG
550
Stonegate Investment Group
Alabama
$8.74M +$6M +56,868 +193%

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 2,765 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.