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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
PHAM
1326
Palisades Hudson Asset Management
Florida
$236K
ECM
1327
EagleClaw Capital Management
Massachusetts
$235K
MAA
1328
Matrix Asset Advisors
New York
$235K
TYCC
1329
Texas Yale Capital Corp
Florida
$234K -$465K -11,715 -66%
KS
1330
Karpas Strategies
Connecticut
$234K
VFPI
1331
Vantage Financial Partners (Illinois)
Illinois
$234K +$241K +6,080 New
BW
1332
Bison Wealth
Georgia
$233K +$5.31K +134 +2%
GIP
1333
Greatmark Investment Partners
Georgia
$232K
TC
1334
TFS Capital
Pennsylvania
$232K +$240K +6,049 New
CFA
1335
Carroll Financial Associates
North Carolina
$231K +$6.94K +175 +3%
RWA
1336
RGT Wealth Advisors
Texas
$230K +$5.55K +140 +2%
SA
1337
Sicart Associates
New York
$229K +$236K +5,954 New
LA
1338
Lau Associates
Delaware
$226K
SCM
1339
Southport Capital Management
Tennessee
$226K +$2.46K +62 +1%
BIM
1340
Beach Investment Management
Pennsylvania
$225K -$481K -12,130 -67%
SFM
1341
Signature Financial Management
Virginia
$224K
WIP
1342
Wellesley Investment Partners
Massachusetts
$223K -$143K -3,594 -38%
MCM
1343
Manchester Capital Management
Vermont
$223K
PFO
1344
Pathstone Family Office
New Jersey
$222K +$213K +5,383 +1,267%
MCP
1345
Mirador Capital Partners
California
$221K -$24.5K -617 -10%
AI
1346
Accredited Investors
Minnesota
$220K
CWM
1347
Cabot Wealth Management
Massachusetts
$220K +$714 +18 +0.3%
Koshinski Asset Management
1348
Koshinski Asset Management
Illinois
$219K -$82.1K -2,071 -27%
DAC
1349
Dividend Assets Capital
South Carolina
$218K -$62.6K -1,580 -22%
GIM
1350
Goelzer Investment Management
Indiana
$218K

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.