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1,598 hedge funds and large institutions have $67.9B invested in Abbott in 2017 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 539 increasing their positions, 720 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 59

24% more funds holding in top 10

Funds holding in top 10: 5973 (+14)

17% more call options, than puts

Call options by funds: $362M | Put options by funds: $309M

11% more capital invested

Capital invested by funds: $61.4B → $67.9B (+$6.52B)

1% more funds holding

Funds holding: 1,5771,598 (+21)

0.47% more ownership

Funds ownership: 72.82%73.28% (+0.47%)

25% less repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 720

Holders
1,598
Holders Change
+21
Holders Change %
+1.33%
% of All Funds
39.83%
Holding in Top 10
73
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+23.73%
% of All Funds
1.82%
New
95
Increased
539
Reduced
720
Closed
59
Calls
$362M
Puts
$309M
Net Calls
+$52.5M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1376
BerganKDV Wealth Management
Minnesota
$274K +$43.9K +875 +21%
AWE
1377
Avidian Wealth Enterprises
Texas
$273K -$3.31K -66 -1%
EGA
1378
Eagle Global Advisors
Texas
$272K -$11.7K -234 -4%
DWM
1379
Dorchester Wealth Management
Quebec, Canada
$272K -$10K -200 -4%
ADL
1380
Asset Dedication LLC
California
$272K +$2.71K +54 +1%
EF
1381
Empirical Finance
Pennsylvania
$272K +$46.5K +926 +22%
BA
1382
Bristol Advisors
Pennsylvania
$272K +$256K +5,100 New
SFM
1383
Signature Financial Management
Virginia
$271K +$48.7K +970 +19%
BPB
1384
Badgley, Phelps & Bell
Washington
$268K -$24.2K -483 -9%
BBI
1385
Baxter Bros Inc
Connecticut
$268K
AWM
1386
Altavista Wealth Management
North Carolina
$267K -$25.1K -500 -9%
PCMI
1387
Paradigm Capital Management Inc
New York
$267K
SMH
1388
Sanders Morris Harris
Texas
$266K +$100 +2 +0%
SWA
1389
Sutton Wealth Advisors
Florida
$265K
SLT
1390
St Louis Trust
Missouri
$263K +$953 +19 +0.4%
BWM
1391
Baystate Wealth Management
Massachusetts
$261K +$35.1K +700 +17%
JFGLC
1392
Johnson Financial Group LLC (Colorado)
Colorado
$261K +$246K +4,906 New
TSW
1393
Thompson Siegel & Walmsley
Virginia
$260K
YP
1394
Yellowstone Partners
Idaho
$260K +$244K +4,870 New
GIM
1395
Goelzer Investment Management
Indiana
$259K -$11K -219 -4%
BFPW
1396
BOK Financial Private Wealth
Colorado
$256K -$20.1K -400 -8%
DBG
1397
De Burlo Group
Massachusetts
$256K
AI
1398
Accredited Investors
Minnesota
$255K +$151 +3 +0.1%
WPP
1399
Whalerock Point Partners
Rhode Island
$254K
SFS
1400
Summit Financial Strategies
Ohio
$253K -$55.3K -1,102 -19%

ABT Hedge Fund Activity: Q3 2017 in Review

1,598 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2017, worth a combined $67.9B — up 11% from $61.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ABT positions and 59 closed out — a net gain of 36 holders — while 539 added to existing stakes and 720 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.02B. The largest seller was Massachusetts Financial Services, cutting an estimated $252M.

  • 1,598 institutional investors held Abbott (ABT) as of Q3 2017, up from 1,577 in Q2 2017.
  • Funds reported $67.9B of Abbott stock for Q3 2017, up 11% quarter-over-quarter.
  • 95 funds opened new Abbott positions in Q3 2017 and 59 closed out, a net change of +36 holders.
  • The largest Abbott buyer in Q3 2017 was Capital Research Global Investors, an estimated $1.02B added.
  • The largest Abbott seller in Q3 2017 was Massachusetts Financial Services, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2017.