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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
CTC
1676
Cetera Trust Company
Minnesota
$847K +$769K +7,699 New
CT
1677
Colonial Trust
South Carolina
$847K -$1.39M -13,933 -64%
PWP
1678
Phillips Wealth Planners
Mississippi
$846K -$16.1K -161 -2%
VIM
1679
Vista Investment Management
Pennsylvania
$846K +$599 +6 +0.1%
PCP
1680
Proficio Capital Partners
Massachusetts
$844K +$41.1K +411 +6%
SBF
1681
Sara-Bay Financial
Florida
$844K -$2.4K -24 -0.3%
CWM
1682
Chesapeake Wealth Management
Virginia
$843K -$66.3K -664 -8%
SPWM
1683
Schrum Private Wealth Management
Florida
$842K -$420K -4,202 -35%
FMTC
1684
Farmers & Merchants Trust Company
California
$842K -$20.8K -208 -3%
SG
1685
StoneX Group
New York
$840K -$50.8K -508 -6%
CB
1686
CNB Bank
Pennsylvania
$840K -$33.1K -331 -4%
FA
1687
Fagan Associates
New York
$840K -$9.99K -100 -1%
PSB
1688
Piscataqua Savings Bank
New Hampshire
$839K -$1.91M -19,100 -71%
LAM
1689
Lountzis Asset Management
Pennsylvania
$839K
CP
1690
Capital Planning
Washington
$839K
TCM
1691
Tributary Capital Management
Nebraska
$835K -$3K -30 -0.4%
PG
1692
Patten Group
Tennessee
$834K -$26.9K -269 -3%
FIA
1693
Foundations Investment Advisors
Arizona
$833K -$13.6K -136 -2%
MWA
1694
Meridian Wealth Advisors
Texas
$833K
WAM
1695
WNY Asset Management
New York
$832K +$13.3K +133 +2%
GC
1696
Gilbert & Cook
Iowa
$832K +$112K +1,120 +17%
LA
1697
LM Advisors
California
$831K +$754K +7,546 New
WPP
1698
Whalerock Point Partners
Rhode Island
$826K -$9.99K -100 -1%
Fiera Capital (Canada)
1699
Fiera Capital (Canada)
Quebec, Canada
$826K -$341K -3,411 -31%
DI
1700
Diligent Investors
California
$826K -$5.39K -54 -0.7%

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.