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2,681 hedge funds and large institutions have $126B invested in Abbott in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 979 increasing their positions, 1,157 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $778M

0.17% less ownership

Funds ownership: 74.96%74.78% (-0.17%)

2% less funds holding

Funds holding: 2,7372,681 (-56)

11% less capital invested

Capital invested by funds: $142B → $126B (-$16B)

13% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 167

15% less repeat investments, than reductions

Existing positions increased: 979 | Existing positions reduced: 1,157

21% less funds holding in top 10

Funds holding in top 10: 10784 (-23)

Holders
2,681
Holders Change
-56
Holders Change %
-2.05%
% of All Funds
42.55%
Holding in Top 10
84
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.5%
% of All Funds
1.33%
New
146
Increased
979
Reduced
1,157
Closed
167
Calls
$1.03B
Puts
$778M
Net Calls
+$251M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1676
Delta Investment Management
California
$744K +$35.8K +341 +5%
HSWM
1677
Hubbell Strickland Wealth Management
Louisiana
$744K +$1.78K +17 +0.2%
SMH
1678
Sanders Morris Harris
Texas
$740K
TAM
1679
Trillium Asset Management
Massachusetts
$739K -$190K -1,809 -19%
NICM
1680
Neo Ivy Capital Management
New York
$739K +$801K +7,628 New
CP
1681
Capital Planning
Washington
$738K
LAM
1682
Lountzis Asset Management
Pennsylvania
$738K
TCM
1683
Tributary Capital Management
Nebraska
$738K -$10.5K -100 -1%
WB
1684
West Bancorporation
Iowa
$738K -$10.9K -104 -1%
EI
1685
Ellevest Inc
New York
$738K +$27.5K +262 +4%
WPP
1686
Whalerock Point Partners
Rhode Island
$737K
BWP
1687
Baldwin Wealth Partners
Massachusetts
$737K -$29.4K -280 -4%
SWP
1688
Strategic Wealth Partners
Ohio
$736K -$103K -983 -11%
EA
1689
Emerald Advisers
Pennsylvania
$736K
FFG
1690
Fortem Financial Group
California
$736K -$184K -1,748 -19%
MWA
1691
Meridian Wealth Advisors
Texas
$733K
DI
1692
Diligent Investors
California
$732K -$5.25K -50 -0.7%
SQA
1693
Simon Quick Advisors
New Jersey
$729K +$9.56K +91 +1%
AFM
1694
Abbot Financial Management
Massachusetts
$726K
WC
1695
Westhampton Capital
North Carolina
$726K
SL
1696
Salomon & Ludwin
Virginia
$726K
CA
1697
Claro Advisors
Massachusetts
$725K +$327K +3,114 +71%
NFGCM
1698
Norman Fields Gottscho Capital Management
New York
$724K
PWP
1699
Phillips Wealth Planners
Mississippi
$724K +$166K +1,576 +26%
SAA
1700
Southeast Asset Advisors
Georgia
$724K +$271K +2,582 +53%

ABT Hedge Fund Activity: Q3 2023 in Review

2,681 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2023, worth a combined $126B — down 11% from $142B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of ABT and 146 opened new positions — a net loss of 21 holders — while 1,157 trimmed existing stakes and 979 added.

The largest buyer was Capital International Investors, adding an estimated $384M. The largest seller was UBS AM, cutting an estimated $1.04B.

  • 2,681 institutional investors held Abbott (ABT) as of Q3 2023, down from 2,737 in Q2 2023.
  • Funds reported $126B of Abbott stock for Q3 2023, down 11% quarter-over-quarter.
  • 146 funds opened new Abbott positions in Q3 2023 and 167 closed out, a net change of -21 holders.
  • The largest Abbott buyer in Q3 2023 was Capital International Investors, an estimated $384M added.
  • The largest Abbott seller in Q3 2023 was UBS AM, an estimated $1.04B sold.

Based on aggregated 13F filings for Q3 2023.