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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
FAM
1551
Formidable Asset Management
Ohio
$1.04M -$999 -10 -0.1%
GHAM
1552
Gilman Hill Asset Management
Connecticut
$1.04M
ATC
1553
Adirondack Trust Company
New York
$1.03M -$27.4K -274 -3%
TFIPS
1554
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.03M +$933K +9,340 New
IFWM
1555
Institute for Wealth Management
Colorado
$1.03M -$16.9K -169 -2%
IWA
1556
Invera Wealth Advisors
Oregon
$1.03M +$932K +9,330 New
RVPG
1557
Relative Value Partners Group
$1.03M +$5.5K +55 +0.6%
BCM
1558
Brown Capital Management
Maryland
$1.03M
SIMG
1559
Sonora Investment Management Group
Arizona
$1.02M +$73.2K +733 +9%
LRPA
1560
L. Roy Papp & Associates
Arizona
$1.02M -$4.8K -48 -0.5%
ETC
1561
Exchange Traded Concepts
Oklahoma
$1.02M -$2.19M -21,915 -70%
SP
1562
Symmetry Partners
Connecticut
$1.02M +$13.7K +137 +2%
QPW
1563
Quantum Private Wealth
Florida
$1.02M +$7.69K +77 +0.8%
CIA
1564
Citadel Investment Advisory
Ohio
$1.01M
PP
1565
PrairieView Partners
Minnesota
$1.01M
KCM
1566
KRS Capital Management
Michigan
$1M -$46.2K -462 -5%
SIM
1567
Sentry Investment Management
Wisconsin
$1M -$97.6K -977 -10%
AWE
1568
Avidian Wealth Enterprises
Texas
$1M -$13.4K -134 -1%
T
1569
TOBAM
France
$1M +$21K +210 +2%
LWL
1570
Leo Wealth LLC
Texas
$999K +$897K +8,974 New
SMA
1571
Sage Mountain Advisors
Georgia
$998K +$59K +590 +7%
BMC
1572
Benin Management Corp
Connecticut
$998K -$24.5K -245 -3%
LC
1573
Lindbrook Capital
California
$994K +$99.9K +1,000 +12%
CCG
1574
Chatham Capital Group
Georgia
$991K
CWM
1575
Calamos Wealth Management
Illinois
$987K -$135K -1,349 -13%

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.