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Abbott
ABT

Overview Fund Activity

2,136 hedge funds and large institutions have $104B invested in Abbott in 2020 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 847 increasing their positions, 911 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
47.18%
Holding in Top 10
161
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+40%
% of All Funds
3.56%
New
116
Increased
847
Reduced
911
Closed
137
Calls
$550M
Puts
$512M
Net Calls
+$38M
Net Calls Change
+$131M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$667M
2
Polen Capital Management
Polen Capital Management
Florida
+$610M
3
VAM
Veritas Asset Management
United Kingdom
+$398M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$362M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$316M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$760M
3
CSIA
Charles Schwab Investment Advisory
California
-$311M
4
Goldman Sachs
Goldman Sachs
New York
-$307M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
1601
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$489K – – –
TPCW
1602
TD Private Client Wealth
New York
$488K +$14.8K +187 +3%
MCM
1603
Mengis Capital Management
Oregon
$485K -$14.2K -180 -3%
BWP
1604
Bernardo Wealth Planning
Pennsylvania
$485K +$2.05K +26 +0.4%
RVPG
1605
Relative Value Partners Group
$485K +$263K +3,335 +119%
FPCM
1606
Financial Partners Capital Management
New York
$484K +$484K +6,137 New
IFWM
1607
Institute for Wealth Management
Colorado
$484K +$35.4K +449 +8%
SNB
1608
Security National Bank
Nebraska
$483K – – –
RIG
1609
Renaissance Investment Group
Massachusetts
$483K +$41.8K +530 +9%
JWCA
1610
J.W. Coons Advisors
Ohio
$483K +$483K +6,082 New
CL
1611
CSS LLC
Illinois
$483K +$483K +6,127 New
POIA
1612
Pin Oak Investment Advisors
Texas
$482K +$114K +1,443 +31%
ACM
1613
Argent Capital Management
Missouri
$481K – – –
KS
1614
Karpas Strategies
Connecticut
$481K – – –
CRIG
1615
Charter Research & Investment Group
Connecticut
$480K – – –
PG
1616
Patten Group
Tennessee
$478K +$243K +3,085 +104%
FMTCOCP
1617
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$476K – – –
ZB
1618
Zions Bancorporation
Utah
$472K -$147K -1,867 -24%
CIM
1619
CenturyLink Investment Management
Colorado
$472K +$14.4K +182 +3%
DIA
1620
Davidson Investment Advisors
Montana
$469K +$27.6K +350 +6%
NVIM
1621
New Vernon Investment Management
Illinois
$467K – – –
FIM
1622
Fernwood Investment Management
Massachusetts
$467K +$79 +1 +0%
EMG
1623
ETF Managers Group
New Jersey
$467K +$467K +5,886 New
RWP
1624
RWA Wealth Partners
Massachusetts
$466K +$97.9K +1,241 +27%
WKWM
1625
Walter & Keenan Wealth Management
Indiana
$463K -$320K -4,182 -41%
63 64
65
66 67