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2,193 hedge funds and large institutions have $115B invested in Abbott in 2019 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 768 increasing their positions, 849 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 65

8% more funds holding

Funds holding: 2,0292,193 (+164)

4% more capital invested

Capital invested by funds: $111B → $115B (+$4.83B)

0.19% more ownership

Funds ownership: 74.88%75.06% (+0.19%)

10% less repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 849

11% less funds holding in top 10

Funds holding in top 10: 131116 (-15)

12% less call options, than puts

Call options by funds: $716M | Put options by funds: $809M

Holders
2,193
Holders Change
+164
Holders Change %
+8.08%
% of All Funds
43.21%
Holding in Top 10
116
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.45%
% of All Funds
2.29%
New
260
Increased
768
Reduced
849
Closed
65
Calls
$716M
Puts
$809M
Net Calls
-$93.4M
Net Calls Change
-$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1726
GQ Asset Management
New York
$412K +$124K +1,475 +45%
SIAS
1727
Shine Investment Advisory Services
Colorado
$412K +$230K +2,751 +138%
WG
1728
Winton Group
United Kingdom
$410K -$993K -11,862 -72%
MSR
1729
Main Street Research
Connecticut
$409K
NJBEST
1730
New Jersey Better Educational Savings Trust
New Jersey
$408K +$142K +1,700 +57%
RWP
1731
RWA Wealth Partners
Massachusetts
$406K +$11.1K +132 +3%
BBI
1732
Baxter Bros Inc
Connecticut
$405K -$25.2K -301 -6%
LFA
1733
Landmark Financial Advisors
Kentucky
$405K -$5.61K -67 -1%
GIP
1734
Greatmark Investment Partners
Georgia
$405K
POIA
1735
Pin Oak Investment Advisors
Texas
$405K +$152K +1,818 +64%
IF
1736
IRON Financial
Illinois
$403K +$10.6K +127 +3%
EAM
1737
Evanson Asset Management
California
$402K
AIS
1738
Accurate Investment Solutions
Pennsylvania
$401K
CFA
1739
CWS Financial Advisors
Michigan
$400K +$386K +4,605 New
KMWM
1740
Keudell/Morrison Wealth Management
Oregon
$400K +$386K +4,606 New
BWP
1741
BSW Wealth Partners
Colorado
$396K +$382K +4,563 New
IAMOG
1742
Investors Asset Management of Georgia
Georgia
$394K
HH
1743
Hilltop Holdings
Texas
$393K -$635K -7,586 -63%
SWRP
1744
Summit Wealth & Retirement Planning
California
$393K -$670 -8 -0.2%
CB
1745
Cadence Bank
Mississippi
$392K -$33.5K -400 -8%
CA
1746
Capital Advantage
California
$391K +$28K +334 +8%
LKIM
1747
Lawson Kroeker Investment Management
Nebraska
$390K
PFG
1748
Piershale Financial Group
Illinois
$390K +$168 +2 +0%
DWM
1749
Dorchester Wealth Management
Quebec, Canada
$389K +$16.8K +200 +5%
FWM
1750
Fairhaven Wealth Management
Illinois
$388K

ABT Hedge Fund Activity: Q4 2019 in Review

2,193 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2019, worth a combined $115B — up 4.4% from $111B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new ABT positions and 65 closed out — a net gain of 195 holders — while 768 added to existing stakes and 849 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $737M. The largest seller was BlackRock, cutting an estimated $265M.

  • 2,193 institutional investors held Abbott (ABT) as of Q4 2019, up from 2,029 in Q3 2019.
  • Funds reported $115B of Abbott stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 260 funds opened new Abbott positions in Q4 2019 and 65 closed out, a net change of +195 holders.
  • The largest Abbott buyer in Q4 2019 was Polen Capital Management, an estimated $737M added.
  • The largest Abbott seller in Q4 2019 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.