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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
BP
951
Ballentine Partners
Massachusetts
$3.4M -$288K -2,881 -9%
LI
952
Louisbourg Investments
New Brunswick, Canada
$3.4M +$3.74M +37,446 New
OIA
953
OneDigital Investment Advisors
Kansas
$3.39M +$441K +4,412 +17%
CWM
954
Congress Wealth Management
Massachusetts
$3.38M +$1.54M +15,368 +100%
TPCW
955
TD Private Client Wealth
New York
$3.38M +$231K +2,313 +8%
SAM
956
Synergy Asset Management
Washington
$3.37M +$534K +5,349 +21%
VFA
957
Valeo Financial Advisors
Indiana
$3.36M +$653K +6,537 +27%
AAIM
958
American Assets Investment Management
California
$3.36M
ADBIC
959
A.D. Beadell Investment Counsel
Wisconsin
$3.34M -$49K -490 -2%
NC
960
NovaPoint Capital
Georgia
$3.33M -$141K -1,412 -4%
PT
961
Plimoth Trust
Massachusetts
$3.33M +$49K +490 +2%
GP
962
Girard Partners
Pennsylvania
$3.31M -$1.56M -15,653 -34%
PI
963
Pettee Investors
Connecticut
$3.31M -$66.8K -669 -2%
CWM
964
Compass Wealth Management
Connecticut
$3.28M +$150K +1,505 +5%
NAS
965
Nicolet Advisory Services
Wisconsin
$3.28M -$710K -7,103 -19%
EP
966
Edgestream Partners
New Jersey
$3.27M +$1.71M +17,155 +136%
AG
967
AlTi Global
New York
$3.27M +$2.97M +29,737 New
BC
968
Burney Company
Virginia
$3.27M -$211K -2,113 -7%
PA
969
Profund Advisors
Maryland
$3.27M +$292K +2,922 +11%
HI
970
Horizon Investments
North Carolina
$3.26M -$949K -9,500 -24%
WI
971
Wahed Invest
New York
$3.25M +$225K +2,252 +8%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$3.23M +$205K +2,052 +8%
PAM
973
Peninsula Asset Management
Florida
$3.23M -$18.5K -185 -0.6%
CG
974
Caprock Group
Idaho
$3.23M +$1.5K +15 +0.1%
MPIA
975
Mountain Pacific Investment Advisers
Idaho
$3.22M +$123K +1,235 +4%

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.