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1,802 hedge funds and large institutions have $76.9B invested in Abbott in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 614 increasing their positions, 797 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 62

28% more funds holding in top 10

Funds holding in top 10: 7697 (+21)

18% more call options, than puts

Call options by funds: $269M | Put options by funds: $227M

6% more capital invested

Capital invested by funds: $72.3B → $76.9B (+$4.52B)

3% more funds holding

Funds holding: 1,7531,802 (+49)

0.65% more ownership

Funds ownership: 72.84%73.49% (+0.65%)

23% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 797

Holders
1,802
Holders Change
+49
Holders Change %
+2.8%
% of All Funds
41.29%
Holding in Top 10
97
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+27.63%
% of All Funds
2.22%
New
132
Increased
614
Reduced
797
Closed
62
Calls
$269M
Puts
$227M
Net Calls
+$42M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1726
AllSquare Wealth Management
New York
$51K
EARNEST Partners
1727
EARNEST Partners
Georgia
$51K
PFO
1728
Pathstone Family Office
New Jersey
$50K +$25.1K +417 +98%
FMP
1729
Financial Management Professionals
Texas
$47K +$47K +780 New
TIM
1730
Tortoise Investment Management
New York
$45K -$6.03K -100 -12%
OBWP
1731
O'Brien Wealth Partners
Massachusetts
$44K +$44.2K +734 New
EWM
1732
Endurance Wealth Management
Rhode Island
$42K
PFGIA
1733
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$241 -4 -0.6%
WWMSC
1734
Wagner Wealth Management (South Carolina)
South Carolina
$40K +$4.16K +69 +12%
NPP
1735
New Potomac Partners
Maryland
$39K -$3.01K -50 -7%
LIM
1736
Lagoda Investment Management
New York
$38K
PWAG
1737
Polaris Wealth Advisory Group
California
$37K +$37.4K +620 New
ACM
1738
Armbruster Capital Management
New York
$36K -$4.46K -74 -11%
FCMT
1739
Founders Capital Management (Texas)
Texas
$36K
WC
1740
Whitney & Co
New York
$36K +$36.3K +602 New
Parallax Volatility Advisers
1741
Parallax Volatility Advisers
California
$35K -$6.91M -114,692 -99%
CWM
1742
Cranbrook Wealth Management
Michigan
$35K
SWMG
1743
Signature Wealth Management Group
Georgia
$35K
HI
1744
Hudock Inc
Pennsylvania
$35K +$121 +2 +0.3%
RCG
1745
Ruggie Capital Group
Florida
$35K +$121 +2 +0.3%
OPWM
1746
Oak Point Wealth Management
Michigan
$33K +$12.1K +201 +54%
PGWM
1747
Parisi Gray Wealth Management
New Jersey
$32K
SWP
1748
Strategic Wealth Partners
Ohio
$32K +$26.3K +436 +436%
TCCM
1749
Timber Creek Capital Management
Massachusetts
$29K -$2.11K -35 -7%
CAW
1750
Cornerstone Advisors (Washington)
Washington
$27K +$964 +16 +4%

ABT Hedge Fund Activity: Q1 2018 in Review

1,802 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2018, worth a combined $76.9B — up 6.3% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ABT positions and 62 closed out — a net gain of 70 holders — while 614 added to existing stakes and 797 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.68B. The largest seller was Independent Franchise Partners, cutting an estimated $390M.

  • 1,802 institutional investors held Abbott (ABT) as of Q1 2018, up from 1,753 in Q4 2017.
  • Funds reported $76.9B of Abbott stock for Q1 2018, up 6.3% quarter-over-quarter.
  • 132 funds opened new Abbott positions in Q1 2018 and 62 closed out, a net change of +70 holders.
  • The largest Abbott buyer in Q1 2018 was Capital Research Global Investors, an estimated $1.68B added.
  • The largest Abbott seller in Q1 2018 was Independent Franchise Partners, an estimated $390M sold.

Based on aggregated 13F filings for Q1 2018.