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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
WIM
1451
Westside Investment Management
California
$41.4K +$40K +1,008 New
RAM
1452
Riggs Asset Management
Pennsylvania
$41K -$5.95K -150 -12%
MWM
1453
Mascoma Wealth Management
New Hampshire
$40K +$40.8K +1,030 New
BRC
1454
Bell Rock Capital
Delaware
$40K +$40.9K +1,031 New
CAL
1455
Capital Advisors Ltd
Ohio
$39K
IAS
1456
INR Advisory Services
Pennsylvania
$38K -$8.29K -209 -17%
GWS
1457
Glassman Wealth Services
Virginia
$36K +$5.31K +134 +16%
IP
1458
Intellectus Partners
California
$36K +$37K +934 New
GEA
1459
Glen Eagle Advisors
New Jersey
$35.5K +$36.7K +925 New
LWM
1460
Lenox Wealth Management
Ohio
$35K -$12.3K -309 -25%
AIM
1461
Assured Investment Management
New York
$35K +$36.2K +912 New
GRP
1462
Global Retirement Partners
California
$34K +$35.5K +896 New
M
1463
MOTCO
Texas
$33K -$6.74K -170 -17%
AWM
1464
AllSquare Wealth Management
New York
$33K
LWM
1465
LBA Wealth Management
Florida
$32K -$7.93K -200 -19%
CI Investments Inc
1466
CI Investments Inc
Ontario, Canada
$31K
EWM
1467
Endurance Wealth Management
Rhode Island
$29K
EARNEST Partners
1468
EARNEST Partners
Georgia
$29K +$29.5K +745 New
HWP
1469
Hefty Wealth Partners
Indiana
$27K
EF
1470
Empirical Finance
Pennsylvania
$27K +$27K +680 New
JIC
1471
Joel Isaacson & Co
New York
$26K
LIM
1472
Lagoda Investment Management
New York
$25K -$40 -1 -0.2%
KLI
1473
Kelman-Lazarov Inc
Tennessee
$23K
BKA
1474
Brick & Kyle Associates
Pennsylvania
$23K
JWA
1475
JFS Wealth Advisors
Pennsylvania
$23K

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.