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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
LIM
1301
Lathrop Investment Management
Arkansas
$260K -$266K -6,717 -50%
S
1302
SignatureFD
Georgia
$260K -$12K -302 -4%
CCT
1303
Country Club Trust
Missouri
$260K +$14.7K +370 +6%
SQA
1304
Simon Quick Advisors
New Jersey
$260K +$269K +6,778 New
ZAM
1305
Zevin Asset Management
Massachusetts
$259K -$8.3M -209,231 -97%
RIG
1306
Renaissance Investment Group
Massachusetts
$259K -$5.95K -150 -2%
FMTCOCP
1307
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$256K +$264K +6,670 New
FPCM
1308
Financial Partners Capital Management
New York
$256K
FMWA
1309
Forvis Mazars Wealth Advisors
Missouri
$255K +$5.91K +149 +2%
FI
1310
FCM Investments
Texas
$254K -$17.8K -450 -6%
SIM
1311
SSI Investment Management
California
$254K -$13K -327 -5%
ARM
1312
Adirondack Research & Management
New York
$254K
BPB
1313
Badgley, Phelps & Bell
Washington
$254K +$57.4K +1,447 +28%
LC
1314
Lourd Capital
California
$249K -$5.08K -128 -2%
RCM
1315
RB Capital Management
Nevada
$248K +$256K +6,451 New
RIA
1316
Regal Investment Advisors
Michigan
$247K -$25.5K -644 -9%
KFA
1317
Kelleher Financial Advisors
New York
$245K +$11.9K +300 +5%
FC
1318
Forte Capital
New York
$244K
JSL
1319
JT Stratford LLC
Georgia
$244K +$251K +6,342 New
FIM
1320
Fernwood Investment Management
Massachusetts
$241K +$11.9K +299 +5%
MWM
1321
Mission Wealth Management
California
$240K +$7.46K +188 +3%
QAM
1322
Quantres Asset Management
Cayman Islands
$238K -$190K -4,800 -44%
BHC
1323
Bowen Hanes & Co
Florida
$238K
RC
1324
Roundview Capital
New Jersey
$238K
JCM
1325
Janney Capital Management
Pennsylvania
$238K +$11.9K +300 +5%

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.