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1,518 hedge funds and large institutions have $42.6B invested in Abbott in 2016 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 580 increasing their positions, 577 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 101

2% more funds holding

Funds holding: 1,4951,518 (+23)

0.83% more ownership

Funds ownership: 74.37%75.2% (+0.83%)

1% more repeat investments, than reductions

Existing positions increased: 580 | Existing positions reduced: 577

7% less capital invested

Capital invested by funds: $45.7B → $42.6B (-$3.15B)

24% less call options, than puts

Call options by funds: $342M | Put options by funds: $447M

29% less funds holding in top 10

Funds holding in top 10: 4230 (-12)

Holders
1,518
Holders Change
+23
Holders Change %
+1.54%
% of All Funds
37.95%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.75%
New
150
Increased
580
Reduced
577
Closed
101
Calls
$342M
Puts
$447M
Net Calls
-$105M
Net Calls Change
-$275M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1226
Choreo LLC
Illinois
$351K -$93.3K -2,352 -20%
CAM
1227
Congress Asset Management
Massachusetts
$348K -$58.1K -1,465 -14%
GWM
1228
GSB Wealth Management
Connecticut
$346K +$357K +9,000 New
BIM
1229
Barton Investment Management
Pennsylvania
$345K
QCG
1230
Quadrant Capital Group
Ohio
$344K -$71.8K -1,811 -16%
PCM
1231
Perritt Capital Management
Illinois
$344K -$13.9K -350 -4%
CCA
1232
Conestoga Capital Advisors
Pennsylvania
$343K
CONA
1233
Capital One National Association
New York
$342K +$1.71K +43 +0.5%
NAMA
1234
Nikko Asset Management Americas
New York
$338K -$11.9K -300 -3%
LJAC
1235
L.J. Altfest & Co
New York
$338K +$2.62K +66 +0.8%
CWM
1236
Concentric Wealth Management
California
$337K +$348K +8,766 New
FWM
1237
Frontier Wealth Management
Missouri
$336K -$43.6K -1,100 -11%
KWMG
1238
King Wealth Management Group
Florida
$335K +$37.7K +951 +12%
HSA
1239
HBK Sorce Advisory
Pennsylvania
$334K -$8.45K -213 -2%
WTB
1240
Washington Trust Bank
Washington
$334K -$2.9K -73 -0.8%
AAM
1241
AR Asset Management
California
$334K
AIM
1242
Avity Investment Management
Connecticut
$331K
VNA
1243
VNBTrust National Association
Virginia
$331K +$793 +20 +0.2%
GS
1244
GAM Systematic
United Kingdom
$331K +$85K +2,143 +33%
AHC
1245
Adell Harriman & Carpenter
Texas
$330K +$9.24K +233 +3%
JAFL
1246
Jay A. Fishman Ltd
Michigan
$329K
BWP
1247
Baldwin Wealth Partners
Massachusetts
$327K
CPA
1248
Clear Perspective Advisors
Illinois
$325K +$336K +8,468 New
PIM
1249
Perkins Investment Management
Illinois
$323K -$52.5K -1,325 -14%
NFA
1250
Nuveen Fund Advisors
Illinois
$323K +$333K +8,402 New

ABT Hedge Fund Activity: Q4 2016 in Review

1,518 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2016, worth a combined $42.6B — down 6.9% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new ABT positions and 101 closed out — a net gain of 49 holders — while 580 added to existing stakes and 577 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $122M. The largest seller was Neuberger Berman Group, cutting an estimated $147M.

  • 1,518 institutional investors held Abbott (ABT) as of Q4 2016, up from 1,495 in Q3 2016.
  • Funds reported $42.6B of Abbott stock for Q4 2016, down 6.9% quarter-over-quarter.
  • 150 funds opened new Abbott positions in Q4 2016 and 101 closed out, a net change of +49 holders.
  • The largest Abbott buyer in Q4 2016 was Dimensional Fund Advisors, an estimated $122M added.
  • The largest Abbott seller in Q4 2016 was Neuberger Berman Group, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2016.