We are live on ! Find out more

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
RCM
751
RB Capital Management
Nevada
$5.35M -$202K -2,026 -4%
OP
752
ORG Partners
Indiana
$5.33M +$1.18M +11,847 +32%
DWP
753
Daymark Wealth Partners
Ohio
$5.32M +$31.7K +317 +0.7%
SC
754
SouthState Corp
Florida
$5.32M +$3.08M +30,815 +176%
PFPT
755
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.29M -$332K -3,327 -6%
BTW
756
Boston Trust Walden
Massachusetts
$5.26M -$34.1K -341 -0.7%
MMA
757
Mizuho Markets Americas
New York
$5.25M +$1.9M +19,053 +66%
AF
758
Advisornet Financial
Minnesota
$5.24M +$212K +2,123 +5%
KC
759
Kingfisher Capital
North Carolina
$5.23M -$1.86M -18,585 -28%
DAS
760
Dynamic Advisor Solutions
Arizona
$5.2M +$1.56M +15,611 +50%
ZIC
761
ZWJ Investment Counsel
Georgia
$5.2M -$14.7K -147 -0.3%
FBT
762
First Bankers Trust
Kentucky
$5.19M +$520K +5,207 +12%
PWM
763
Perigon Wealth Management
California
$5.18M +$232K +2,317 +5%
LBC
764
Lowe Brockenbrough & Co
Virginia
$5.17M -$20.6K -206 -0.4%
DT
765
Diversified Trust
Tennessee
$5.15M +$512K +5,126 +12%
NP
766
NorthRock Partners
Minnesota
$5.15M +$3.11M +31,137 +199%
CHAM
767
Clear Harbor Asset Management
Connecticut
$5.12M +$375K +3,751 +9%
CPA
768
Capital Planning Advisors
California
$5.12M -$300 -3 -0%
SPC
769
Sigma Planning Corp
Michigan
$5.08M -$1.13M -11,352 -20%
GWM
770
Graybill Wealth Management
Illinois
$5.07M +$21.1K +211 +0.5%
S
771
SignatureFD
Georgia
$5.06M +$474K +4,745 +12%
CT
772
Cambridge Trust
Massachusetts
$5.03M -$17.7K -177 -0.4%
DIM
773
DLK Investment Management
California
$5.03M +$4.57M +45,689 New
PJSIMP
774
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5M -$226K -2,264 -5%
FNA
775
First National Advisers
Nebraska
$4.97M +$1.25M +12,496 +38%

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.