We are live on ! Find out more

1,480 hedge funds and large institutions have $43.1B invested in Abbott in 2016 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 616 increasing their positions, 557 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

30% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 79

11% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 557

3.39% more ownership

Funds ownership: 70.62%74% (+3.4%)

2% more capital invested

Capital invested by funds: $42.3B → $43.1B (+$717M)

1% more funds holding

Funds holding: 1,4701,480 (+10)

12% less call options, than puts

Call options by funds: $253M | Put options by funds: $288M

Holders
1,480
Holders Change
+10
Holders Change %
+0.68%
% of All Funds
39.49%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
103
Increased
616
Reduced
557
Closed
79
Calls
$253M
Puts
$288M
Net Calls
-$35M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRE
1426
Edmond de Rothschild (Europe)
Luxembourg
$33K
CI Investments Inc
1427
CI Investments Inc
Ontario, Canada
$32K +$32.2K +810 New
EWM
1428
Endurance Wealth Management
Rhode Island
$30K
LWA
1429
Lenox Wealth Advisors
New York
$29K -$3.02K -76 -9%
KPCM
1430
Kings Point Capital Management
New York
$29K
RFWA
1431
RPg Family Wealth Advisory
Massachusetts
$28.5K +$6.77K +170 +31%
LIM
1432
Lagoda Investment Management
New York
$25K
SIM
1433
Sonora Investment Management
Arizona
$24.5K -$1.03K -26 -4%
BKA
1434
Brick & Kyle Associates
Pennsylvania
$24K
FWC
1435
First Washington Corp
Washington
$24K
DSN
1436
D. Scott Neal
Kentucky
$24K +$1.39K +35 +6%
KLI
1437
Kelman-Lazarov Inc
Tennessee
$23.7K
AOWM
1438
Alpha Omega Wealth Management
Virginia
$23K
NC
1439
NewSquare Capital
Pennsylvania
$23K +$2.87K +72 +14%
HI
1440
Hudock Inc
Pennsylvania
$22K +$119 +3 +0.5%
RCG
1441
Ruggie Capital Group
Florida
$22K +$159 +4 +0.7%
BBPWM
1442
Blue Bell Private Wealth Management
Pennsylvania
$21K -$39.8K -1,000 -66%
JSAM
1443
J. Safra Asset Management
New York
$21K +$21.7K +545 New
PCTC
1444
Perkins Coie Trust Company
Washington
$19K
PFO
1445
Pathstone Family Office
New Jersey
$17K +$16.9K +425 New
SAM
1446
Solaris Asset Management
New York
$16K
PFG
1447
Piershale Financial Group
Illinois
$15K +$80 +2 +0.5%
MCA
1448
Mercer Capital Advisers
New Jersey
$14K
CAW
1449
Cornerstone Advisors (Washington)
Washington
$14K +$1.51K +38 +12%
FAM
1450
Fred Alger Management
New York
$12K -$10.8K -271 -47%

ABT Hedge Fund Activity: Q2 2016 in Review

1,480 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q2 2016, worth a combined $43.1B — up 1.7% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ABT positions and 79 closed out — a net gain of 24 holders — while 616 added to existing stakes and 557 trimmed.

The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $663M. The largest seller was Jennison Associates, cutting an estimated $767M.

  • 1,480 institutional investors held Abbott (ABT) as of Q2 2016, up from 1,470 in Q1 2016.
  • Funds reported $43.1B of Abbott stock for Q2 2016, up 1.7% quarter-over-quarter.
  • 103 funds opened new Abbott positions in Q2 2016 and 79 closed out, a net change of +24 holders.
  • The largest Abbott buyer in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $663M added.
  • The largest Abbott seller in Q2 2016 was Jennison Associates, an estimated $767M sold.

Based on aggregated 13F filings for Q2 2016.