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2,705 hedge funds and large institutions have $132B invested in Abbott in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,069 increasing their positions, 1,073 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $976M | Put options by funds: $846M

0.45% more ownership

Funds ownership: 74.55%75% (+0.45%)

0% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 158

0% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,073

2% less funds holding

Funds holding: 2,7652,705 (-60)

22% less capital invested

Capital invested by funds: $170B → $132B (-$37.6B)

31% less funds holding in top 10

Funds holding in top 10: 13291 (-41)

Holders
2,705
Holders Change
-60
Holders Change %
-2.17%
% of All Funds
43.1%
Holding in Top 10
91
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-31.06%
% of All Funds
1.45%
New
158
Increased
1,069
Reduced
1,073
Closed
158
Calls
$976M
Puts
$846M
Net Calls
+$130M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1451
Foster Victor Wealth Advisors
South Carolina
$1.13M +$181K +1,718 +18%
LP
1452
LMR Partners
United Kingdom
$1.13M +$1.18M +11,189 New
LOAMS
1453
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.13M -$15.6M -148,038 -93%
PTC
1454
Provident Trust Company
Wisconsin
$1.12M
BCM
1455
Becker Capital Management
Oregon
$1.12M +$13.9K +132 +1%
GWA
1456
GGM Wealth Advisors
Maryland
$1.12M -$1.27K -12 -0.1%
TA
1457
Tiedemann Advisors
New York
$1.12M -$35.7K -338 -3%
AIM
1458
Athena Investment Management
California
$1.11M -$7.18K -68 -0.6%
PAMG
1459
Patton Albertson Miller Group
Tennessee
$1.11M -$44.9K -425 -4%
MTIC
1460
Missouri Trust & Investment Company
Missouri
$1.1M -$115K -1,085 -9%
PMFA
1461
Plante Moran Financial Advisors
Michigan
$1.1M -$50.4K -477 -4%
KC
1462
Knuff & Co
California
$1.1M +$65.7K +622 +6%
FANJ
1463
Financial Architects (New Jersey)
New Jersey
$1.1M +$15.5K +147 +1%
CWP
1464
CFM Wealth Partners
Texas
$1.09M -$12.9K -122 -1%
BFG
1465
Beacon Financial Group
Texas
$1.09M -$315K -2,984 -22%
KS
1466
Karpas Strategies
Connecticut
$1.09M
GFG
1467
Goldstone Financial Group
Illinois
$1.09M +$1.14M +10,781 New
ICM
1468
IMS Capital Management
Oregon
$1.09M +$7.92K +75 +0.7%
SP
1469
Symmetry Partners
Connecticut
$1.09M
SFS
1470
Summit Financial Strategies
Ohio
$1.09M -$47.2K -447 -4%
ACM
1471
Argyle Capital Management
Pennsylvania
$1.09M
AIM
1472
Aspen Investment Management
Michigan
$1.09M +$123K +1,166 +12%
MSFS
1473
Main Street Financial Solutions
Pennsylvania
$1.09M +$29K +275 +3%
SIA
1474
Soltis Investment Advisors
Utah
$1.09M -$15.3K -145 -1%
RLWM
1475
RF&L Wealth Management
Massachusetts
$1.09M -$32.2K -305 -3%

ABT Hedge Fund Activity: Q1 2023 in Review

2,705 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2023, worth a combined $132B — down 22% from $170B a quarter earlier.

Fund positioning in ABT was balanced in Q1 2023: 158 funds opened new positions, 158 closed out, 1,069 added to existing stakes and 1,073 trimmed.

The largest buyer was UBS AM, adding an estimated $950M. The largest seller was Massachusetts Financial Services, cutting an estimated $388M.

  • 2,705 institutional investors held Abbott (ABT) as of Q1 2023, down from 2,765 in Q4 2022.
  • Funds reported $132B of Abbott stock for Q1 2023, down 22% quarter-over-quarter.
  • 158 funds opened new Abbott positions in Q1 2023 and 158 closed out, a net change of 0 holders.
  • The largest Abbott buyer in Q1 2023 was UBS AM, an estimated $950M added.
  • The largest Abbott seller in Q1 2023 was Massachusetts Financial Services, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2023.