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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
CWM
1676
Concentric Wealth Management
California
$750K
IGWM
1677
ICA Group Wealth Management
Colorado
$750K -$14.1K -134 -2%
YIA
1678
YHB Investment Advisors
Connecticut
$750K -$3.17K -30 -0.4%
PCMC
1679
Paragon Capital Management (Colorado)
Colorado
$750K -$47.3K -448 -6%
WPP
1680
Whalerock Point Partners
Rhode Island
$749K
DIM
1681
Delta Investment Management
California
$743K +$12.2K +116 +2%
OFG
1682
Oxford Financial Group
Indiana
$743K -$34.8K -330 -4%
CCS
1683
Concentric Capital Strategies
Connecticut
$740K +$772K +7,309 New
WAG
1684
Wallace Advisory Group
California
$740K -$1.27K -12 -0.2%
WC
1685
Westhampton Capital
North Carolina
$739K
PC
1686
Port Capital
Illinois
$736K -$45.7K -433 -6%
SA
1687
SRN Advisors
Pennsylvania
$734K -$15.8K -150 -2%
SCM
1688
Silvant Capital Management
Georgia
$734K
YC
1689
Yarbrough Capital
Tennessee
$733K +$390K +3,692 +104%
TPWM
1690
Twelve Points Wealth Management
Massachusetts
$729K -$33.3K -315 -4%
SAM
1691
Seelaus Asset Management
New Jersey
$726K +$62K +587 +9%
SIA
1692
Strategic Investment Advisors
Michigan
$724K -$696K -6,592 -48%
CCA
1693
Cravens & Co Advisors
Tennessee
$720K +$17.9K +170 +2%
PAM
1694
Private Asset Management
California
$720K -$16.7K -158 -2%
WPA
1695
Winning Points Advisors
Florida
$719K
ACM
1696
Allred Capital Management
Texas
$719K +$49.6K +470 +7%
SL
1697
Salomon & Ludwin
Virginia
$718K
MAM
1698
Meeder Asset Management
Ohio
$718K -$23.3K -221 -3%
MHS
1699
M Holdings Securities
Oregon
$716K +$22.4K +212 +3%
PC
1700
Prairiewood Capital
North Dakota
$714K

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.