We are live on ! Find out more

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
AIM
1401
Advantage Investment Management
Iowa
$120K -$4.4K -111 -3%
IPC
1402
Independent Portfolio Consultants
Florida
$120K +$23.7K +598 +24%
KF
1403
Krilogy Financial
Missouri
$111K +$278 +7 +0.2%
SIA
1404
SeaBridge Investment Advisors
New Jersey
$110K
CFS
1405
Commonwealth Financial Services
West Virginia
$104K
VCM
1406
Versant Capital Management
Arizona
$99K -$8.53K -215 -8%
NCM
1407
Nelson Capital Management
California
$97K -$8.25K -208 -8%
FCB
1408
First Command Bank
Texas
$97K +$100K +2,530 New
FCFS
1409
First Command Financial Services
Texas
$97K +$100K +2,530 New
MWM
1410
MinichMacGregor Wealth Management
New York
$92K +$634 +16 +0.7%
KT
1411
Kanaly Trust
Texas
$89K -$10.2K -257 -10%
SIM
1412
Sonora Investment Management
Arizona
$85.5K +$79 +2 +0.1%
CBT
1413
Central Bank & Trust
Kentucky
$85K
WA
1414
Winfield Associates
Ohio
$81K +$793 +20 +1%
VIM
1415
Veritas Investment Management
United Kingdom
$78K
RFM
1416
Royal Fund Management
Florida
$78K +$81.2K +2,047 New
CFN
1417
Cordasco Financial Network
Florida
$77K
GBBWRPM
1418
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$76K -$10.9K -275 -12%
ARMC
1419
American Research & Management Company
Massachusetts
$76K
JCM
1420
Jacobi Capital Management
Pennsylvania
$72K -$23.7K -597 -25%
LSV Asset Management
1421
LSV Asset Management
Illinois
$72K
VFA
1422
Virtus Fund Advisers
Connecticut
$72K
CCMW
1423
Cypress Capital Management (Wyoming)
Wyoming
$71K
CM
1424
Castleark Management
Illinois
$69K
FPTW
1425
Franklin, Parlapiano, Turner & Welch
Texas
$68K

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.