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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
WB
1701
West Bancorporation
Iowa
$825K -$12.5K -125 -2%
NFGCM
1702
Norman Fields Gottscho Capital Management
New York
$823K
OPW
1703
Oxler Private Wealth
New York
$814K -$1.03M -10,340 -58%
TI
1704
Truepoint Inc
Ohio
$813K +$329K +3,292 +80%
LSPW
1705
Lake Street Private Wealth
Illinois
$810K -$89.1K -892 -11%
AFM
1706
Abbot Financial Management
Massachusetts
$809K -$15K -150 -2%
SDIC
1707
South Dakota Investment Council
South Dakota
$808K -$210K -2,100 -22%
FNBOH
1708
First National Bank of Hutchinson
Kansas
$807K -$111K -1,111 -13%
TW
1709
Transform Wealth
Colorado
$806K +$500 +5 +0.1%
KJHP
1710
K.J. Harrison & Partners
Ontario, Canada
$801K +$727K +7,275 New
CT
1711
Clearstead Trust
Maine
$800K -$9.49K -95 -1%
SMH
1712
Sanders Morris Harris
Texas
$799K -$65.9K -660 -8%
SIA
1713
Strategic Investment Advisors
Michigan
$799K -$65.4K -655 -8%
KA
1714
Klingman & Associates
New York
$796K -$47.5K -475 -6%
PC
1715
Port Capital
Illinois
$795K -$6.69K -67 -0.9%
SCP
1716
Shorepoint Capital Partners
Massachusetts
$794K -$399K -3,995 -36%
VWMG
1717
Virginia Wealth Management Group
Virginia
$793K -$880K -8,811 -55%
KA
1718
Kovack Advisors
Florida
$792K +$52.5K +525 +8%
TAM
1719
Trillium Asset Management
Massachusetts
$791K -$44.3K -443 -6%
YIA
1720
YHB Investment Advisors
Connecticut
$790K -$2.5K -25 -0.3%
BWP
1721
Baldwin Wealth Partners
Massachusetts
$790K -$43K -430 -6%
NF
1722
Norwood Financial
Pennsylvania
$786K -$9.89K -99 -1%
BRA
1723
Bender Robert & Associates
California
$785K -$18.2K -182 -2%
WP
1724
WealthSource Partners
California
$785K -$234K -2,340 -25%
WPA
1725
Winning Points Advisors
Florida
$781K

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.