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2,887 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: 2,6822,887 (+205)

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
2,887
Holders Change
+205
Holders Change %
+7.64%
% 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
FCT
701
Family Capital Trust
Massachusetts
$6.31M
MC
702
Moors & Cabot
Massachusetts
$6.28M -$35.1K -351 -0.6%
GC
703
Grimes & Company
Massachusetts
$6.28M +$248K +2,481 +5%
CT
704
Caldwell Trust
Florida
$6.25M -$139K -1,395 -2%
BRWA
705
B. Riley Wealth Advisors
Florida
$6.23M -$812K -8,126 -13%
MCM
706
Monarch Capital Management
Indiana
$6.21M -$142K -1,417 -2%
BCM
707
Bayesian Capital Management
New York
$6.11M +$4.99M +49,944 +892%
OHIS
708
Oak Harvest Investment Services
Texas
$6.11M -$2.03M -20,288 -27%
LWM
709
Lyell Wealth Management
California
$6.09M -$463K -4,635 -8%
PIM
710
Penobscot Investment Management
Massachusetts
$6.07M -$84.8K -849 -2%
Aristotle Capital Management
711
Aristotle Capital Management
California
$6.06M -$161K -1,610 -3%
SIA
712
Schechter Investment Advisors
Michigan
$6.05M +$583K +5,835 +12%
NMIMC
713
Northwestern Mutual Investment Management Company
Wisconsin
$6.05M +$15.5K +155 +0.3%
KNW
714
Kesler Norman & Wride
Utah
$6.03M +$27.8K +278 +0.5%
BA
715
Baugh & Associates
Georgia
$6.02M -$66.1K -662 -1%
DCM
716
Donaldson Capital Management
Indiana
$5.98M -$367K -3,674 -6%
FCBT
717
First Citizens Bank & Trust
North Carolina
$5.96M -$305K -3,055 -5%
SCA
718
Snowden Capital Advisors
New York
$5.91M -$204K -2,045 -4%
MFG
719
Monte Financial Group
Connecticut
$5.88M +$183K +1,832 +4%
SFC
720
Swisher Financial Concepts
Ohio
$5.88M +$5.16M +51,670 New
VV
721
Verity & Verity
South Carolina
$5.86M -$15.3K -153 -0.3%
IIM
722
Intact Investment Management
Quebec, Canada
$5.83M -$1.91M -19,100 -26%
FCI
723
Financial Counselors Inc
Kansas
$5.83M +$96.3K +964 +2%
NRS
724
Neville Rodie & Shaw
New York
$5.82M -$135K -1,350 -2%
TSS
725
Thomas Story & Son
Indiana
$5.81M -$6.99K -70 -0.1%

ABT Hedge Fund Activity: Q4 2023 in Review

2,887 of the 6,860 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.

  • 2,887 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.