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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
PF
601
Phoenix Financial
Israel
$8.21M +$439K +4,392 +7%
LFAS
602
Level Four Advisory Services
Texas
$8.2M +$325K +3,253 +5%
PMSA
603
Patrick M. Sweeney & Associates
Illinois
$8.13M +$7.38M +73,901 New
BCMO
604
Buckingham Capital Management (Ohio)
Ohio
$8.13M -$710K -7,110 -9%
PCIA
605
Prime Capital Investment Advisors
Kansas
$8.09M +$215K +2,152 +3%
CWA
606
Capital Wealth Alliance
Arizona
$8.03M -$10.2K -102 -0.1%
DA
607
DSC Advisors
Illinois
$8.02M +$320K +3,199 +5%
DIA
608
Dana Investment Advisors
Wisconsin
$8.01M -$38.2K -382 -0.5%
AAM
609
Auxier Asset Management
Oregon
$8M -$80.8K -809 -1%
FMC
610
First Merchants Corp
Indiana
$7.98M -$956K -9,566 -12%
RBC
611
Romano Brothers & Co
Illinois
$7.95M -$90.3K -904 -1%
Edgewood Management
612
Edgewood Management
Connecticut
$7.94M
TCOT
613
Trust Company of Toledo
Ohio
$7.88M -$457K -4,571 -6%
IAA
614
Independent Advisor Alliance
North Carolina
$7.88M -$398K -3,987 -5%
AWS
615
Atria Wealth Solutions
New York
$7.85M +$367K +3,670 +5%
AUB
616
Atlantic Union Bankshares
Virginia
$7.79M -$755K -7,554 -10%
BFA
617
Beaumont Financial Advisors
Massachusetts
$7.79M -$116K -1,164 -2%
MLICM
618
Metropolitan Life Insurance Company (MetLife)
New York
$7.77M -$116K -1,163 -2%
TI
619
Tidal Investments
Wisconsin
$7.77M +$677K +6,774 +11%
GAB
620
German American Bancorp
Indiana
$7.73M -$275K -2,749 -4%
JPMIA
621
J.P. Marvel Investment Advisors
Massachusetts
$7.72M
MA
622
Menlo Advisors
California
$7.7M
TCM
623
Tufton Capital Management
Maryland
$7.69M -$86.4K -865 -1%
ZIG
624
Zuckerman Investment Group
Illinois
$7.62M -$10.4K -104 -0.1%
APIM
625
Agate Pass Investment Management
Washington
$7.62M -$59.3K -593 -0.8%

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.