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2,146 hedge funds and large institutions have $105B invested in Abbott in 2020 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 851 increasing their positions, 914 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 116162 (+46)

7% more call options, than puts

Call options by funds: $550M | Put options by funds: $512M

0.09% more ownership

Funds ownership: 75.06%75.15% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 851 | Existing positions reduced: 914

2% less funds holding

Funds holding: 2,1942,146 (-48)

9% less capital invested

Capital invested by funds: $115B → $105B (-$10.9B)

14% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 137

Holders
2,146
Holders Change
-48
Holders Change %
-2.19%
% of All Funds
47.28%
Holding in Top 10
162
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+39.66%
% of All Funds
3.57%
New
118
Increased
851
Reduced
914
Closed
137
Calls
$550M
Puts
$512M
Net Calls
+$38M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
1601
First Command Financial Services
Texas
$502K +$52.3K +627 +11%
BWM
1602
BT Wealth Management
Georgia
$501K -$167K -2,000 -24%
PIN
1603
Prudent Investors Network
California
$498K +$3.09K +37 +0.6%
VNA
1604
Valley National Advisers
Pennsylvania
$494K -$3.42K -41 -0.7%
MGIM
1605
M&G Investment Management
United Kingdom
$493K -$71K -851 -12%
BWM
1606
BCS Wealth Management
Tennessee
$492K +$520K +6,235 New
FAIM
1607
Financial Advocates Investment Management
Washington
$489K -$40.1K -481 -7%
CT
1608
Columbia Trust
Oregon
$489K -$11K -132 -2%
SACTSONJ
1609
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$489K
TPCW
1610
TD Private Client Wealth
New York
$488K +$15.6K +187 +3%
MCM
1611
Mengis Capital Management
Oregon
$485K -$15K -180 -3%
BWP
1612
Bernardo Wealth Planning
Pennsylvania
$485K +$2.17K +26 +0.4%
RVPG
1613
Relative Value Partners Group
$485K +$278K +3,335 +119%
FPCM
1614
Financial Partners Capital Management
New York
$484K +$512K +6,137 New
IFWM
1615
Institute for Wealth Management
Colorado
$484K +$37.5K +449 +8%
SNB
1616
Security National Bank
Nebraska
$483K
RIG
1617
Renaissance Investment Group
Massachusetts
$483K +$44.2K +530 +9%
JWCA
1618
J.W. Coons Advisors
Ohio
$483K +$507K +6,082 New
CL
1619
CSS LLC
Illinois
$483K +$511K +6,127 New
POIA
1620
Pin Oak Investment Advisors
Texas
$482K +$120K +1,443 +31%
ACM
1621
Argent Capital Management
Missouri
$481K
KS
1622
Karpas Strategies
Connecticut
$481K
CRIG
1623
Charter Research & Investment Group
Connecticut
$480K
PG
1624
Patten Group
Tennessee
$478K +$257K +3,085 +104%
FMTCOCP
1625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$476K

ABT Hedge Fund Activity: Q1 2020 in Review

2,146 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2020, worth a combined $105B — down 9.4% from $115B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of ABT and 118 opened new positions — a net loss of 19 holders — while 914 trimmed existing stakes and 851 added.

The largest buyer was Capital International Investors, adding an estimated $705M. The largest seller was Capital Research Global Investors, cutting an estimated $1.49B.

  • 2,146 institutional investors held Abbott (ABT) as of Q1 2020, down from 2,194 in Q4 2019.
  • Funds reported $105B of Abbott stock for Q1 2020, down 9.4% quarter-over-quarter.
  • 118 funds opened new Abbott positions in Q1 2020 and 137 closed out, a net change of -19 holders.
  • The largest Abbott buyer in Q1 2020 was Capital International Investors, an estimated $705M added.
  • The largest Abbott seller in Q1 2020 was Capital Research Global Investors, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2020.