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2,887 hedge funds and large institutions have $148B invested in Abbott in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 962 increasing their positions, 1,222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 96

27% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.09B

23% more funds holding in top 10

Funds holding in top 10: 84103 (+19)

18% more capital invested

Capital invested by funds: $126B → $148B (+$22.3B)

8% more funds holding

Funds holding: 2,6822,887 (+205)

2.68% more ownership

Funds ownership: 74.78%77.46% (+2.7%)

21% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 1,222

Holders
2,887
Holders Change
+205
Holders Change %
+7.64%
% of All Funds
42.08%
Holding in Top 10
103
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+22.62%
% of All Funds
1.5%
New
342
Increased
962
Reduced
1,222
Closed
96
Calls
$1.39B
Puts
$1.09B
Net Calls
+$295M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1451
L.J. Altfest & Co
New York
$1.27M +$30.8K +308 +3%
PMFA
1452
Plante Moran Financial Advisors
Michigan
$1.26M +$12.6K +126 +1%
BONH
1453
Bank of New Hampshire
New Hampshire
$1.26M -$102K -1,020 -8%
KIG
1454
Kowal Investment Group
Wisconsin
$1.26M -$41.7K -417 -4%
BWP
1455
BSW Wealth Partners
Colorado
$1.26M -$22.2K -222 -2%
BHA
1456
Beech Hill Advisors
New York
$1.25M
HDIM
1457
Hanson & Doremus Investment Management
Vermont
$1.25M -$21.3K -213 -2%
WR
1458
WD Rutherford
Oregon
$1.25M -$21.5K -215 -2%
FFA
1459
Fortune Financial Advisors
Kansas
$1.25M -$84.8K -849 -7%
SCA
1460
STALEY CAPITAL ADVISERS
Pennsylvania
$1.23M
EWM
1461
Elmwood Wealth Management
California
$1.23M -$600K -6,009 -35%
MSFS
1462
Main Street Financial Solutions
Pennsylvania
$1.23M +$13.9K +139 +1%
PWPS
1463
Pinnacle Wealth Planning Services
Ohio
$1.23M -$86.3K -864 -7%
JWM
1464
JPL Wealth Management
Colorado
$1.23M +$1.11M +11,143 New
JPWM
1465
Jamison Private Wealth Management
Georgia
$1.23M +$699 +7 +0.1%
BHBT
1466
Burke & Herbert Bank & Trust
Virginia
$1.22M -$400 -4 -0%
FWA
1467
FSM Wealth Advisors
Ohio
$1.22M -$23.8K -238 -2%
PTC
1468
Provident Trust Company
Wisconsin
$1.22M
NF
1469
Nikulski Financial
Iowa
$1.22M -$11.5K -115 -1%
HVIA
1470
Hudson Valley Investment Advisors
New York
$1.22M -$63.6K -637 -6%
BCM
1471
BlueCrest Capital Management
Jersey
$1.22M -$1.86M -18,579 -63%
WB
1472
Webster Bank
Connecticut
$1.21M +$92.6K +927 +9%
AIM
1473
Athena Investment Management
California
$1.21M
JSC
1474
Jackson Square Capital
California
$1.21M -$2.09M -20,946 -66%
HWA
1475
Heritage Wealth Advisors
Virginia
$1.2M -$19.9K -199 -2%

ABT Hedge Fund Activity: Q4 2023 in Review

2,887 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2023, worth a combined $148B — up 18% from $126B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new ABT positions and 96 closed out — a net gain of 246 holders — while 962 added to existing stakes and 1,222 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.62B. The largest seller was Putnam Investments, cutting an estimated $371M.

  • 2,887 institutional investors held Abbott (ABT) as of Q4 2023, up from 2,682 in Q3 2023.
  • Funds reported $148B of Abbott stock for Q4 2023, up 18% quarter-over-quarter.
  • 342 funds opened new Abbott positions in Q4 2023 and 96 closed out, a net change of +246 holders.
  • The largest Abbott buyer in Q4 2023 was Morgan Stanley, an estimated $3.62B added.
  • The largest Abbott seller in Q4 2023 was Putnam Investments, an estimated $371M sold.

Based on aggregated 13F filings for Q4 2023.