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1,802 hedge funds and large institutions have $76.9B invested in Abbott in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 614 increasing their positions, 797 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 62

28% more funds holding in top 10

Funds holding in top 10: 7697 (+21)

18% more call options, than puts

Call options by funds: $269M | Put options by funds: $227M

6% more capital invested

Capital invested by funds: $72.3B → $76.9B (+$4.52B)

3% more funds holding

Funds holding: 1,7531,802 (+49)

0.65% more ownership

Funds ownership: 72.84%73.49% (+0.65%)

23% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 797

Holders
1,802
Holders Change
+49
Holders Change %
+2.8%
% of All Funds
41.29%
Holding in Top 10
97
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+27.63%
% of All Funds
2.22%
New
132
Increased
614
Reduced
797
Closed
62
Calls
$269M
Puts
$227M
Net Calls
+$42M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Elmwood Wealth Management
California
$1.26M +$1.27M +21,077 New
CC
1002
Cadinha & Co
Hawaii
$1.26M -$22.3K -370 -2%
CBB
1003
Citizens Business Bank
California
$1.25M -$464K -7,700 -27%
FPA
1004
First Pacific Advisors
California
$1.25M +$789K +13,100 +170%
AC
1005
Alexandria Capital
Virginia
$1.24M
LCM
1006
Liberty Capital Management
Michigan
$1.24M +$141K +2,334 +13%
Twin Tree Management
1007
Twin Tree Management
Texas
$1.24M +$1.25M +20,730 New
HCP
1008
Holt Capital Partners
Texas
$1.24M +$6.03K +100 +0.5%
Fiera Capital (Canada)
1009
Fiera Capital (Canada)
Quebec, Canada
$1.24M -$71.9K -1,193 -5%
GBT
1010
Grove Bank & Trust
Florida
$1.24M -$39.8K -661 -3%
SJIM
1011
St. Johns Investment Management
Florida
$1.24M +$5.6K +93 +0.5%
FG
1012
Fiduciary Group
Georgia
$1.24M +$17.2K +285 +1%
BRWA
1013
B. Riley Wealth Advisors
Florida
$1.24M -$49K -813 -4%
PPSG
1014
Princeton Portfolio Strategies Group
New Jersey
$1.24M +$63.6K +1,055 +5%
LC
1015
LCNB Corp
Ohio
$1.23M -$25.1K -417 -2%
TWA
1016
TCI Wealth Advisors
Arizona
$1.23M -$19.1K -317 -2%
AP
1017
Appleton Partners
Massachusetts
$1.23M +$21.9K +363 +2%
SSWM
1018
Sheets Smith Wealth Management
North Carolina
$1.23M -$24.7K -410 -2%
PFSC
1019
Peoples Financial Services Corp
Pennsylvania
$1.22M -$108K -1,800 -8%
CCG
1020
Chatham Capital Group
Georgia
$1.22M -$6.03K -100 -0.5%
VI
1021
Versor Investments
New York
$1.22M +$1.22M +20,300 New
WIM
1022
Waverton Investment Management
United Kingdom
$1.21M +$1.22M +20,222 New
BIM
1023
Baldwin Investment Management
Pennsylvania
$1.21M -$18.1K -300 -1%
IFS
1024
Ifrah Financial Services
Arkansas
$1.21M
GIA
1025
GHP Investment Advisors
Colorado
$1.21M -$62.4K -1,036 -5%

ABT Hedge Fund Activity: Q1 2018 in Review

1,802 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2018, worth a combined $76.9B — up 6.3% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ABT positions and 62 closed out — a net gain of 70 holders — while 614 added to existing stakes and 797 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.68B. The largest seller was Independent Franchise Partners, cutting an estimated $390M.

  • 1,802 institutional investors held Abbott (ABT) as of Q1 2018, up from 1,753 in Q4 2017.
  • Funds reported $76.9B of Abbott stock for Q1 2018, up 6.3% quarter-over-quarter.
  • 132 funds opened new Abbott positions in Q1 2018 and 62 closed out, a net change of +70 holders.
  • The largest Abbott buyer in Q1 2018 was Capital Research Global Investors, an estimated $1.68B added.
  • The largest Abbott seller in Q1 2018 was Independent Franchise Partners, an estimated $390M sold.

Based on aggregated 13F filings for Q1 2018.