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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
LWM
1751
Lenox Wealth Management
Ohio
$27K +$9.7K +161 +53%
CA
1752
Centerpoint Advisors
Massachusetts
$26K +$25.8K +428 New
RA
1753
Rational Advisors
New York
$25K +$25.1K +417 New
HI
1754
Harrington Investments
California
$25K +$25.6K +425 New
HT
1755
Heritage Trust
Oklahoma
$24K
GWS
1756
Glassman Wealth Services
Virginia
$24K +$5.6K +93 +31%
MUS
1757
Mitsubishi UFJ Securities
Japan
$23K
RFM
1758
Royal Fund Management
Florida
$23K +$1.08K +18 +5%
MCM
1759
Mainstay Capital Management
Michigan
$22K -$325K -5,394 -94%
PCFFS
1760
Pacific Center for Financial Services
California
$22K
PS
1761
Portfolio Strategies
New York
$22K
LA
1762
Legacy Advisors
Pennsylvania
$21K -$47.1K -781 -68%
HWP
1763
Hefty Wealth Partners
Indiana
$21K
MCA
1764
Mercer Capital Advisers
New Jersey
$21K
IAS
1765
INR Advisory Services
Pennsylvania
$20K
MIM
1766
Macroview Investment Management
Maryland
$19K +$60 +1 +0.3%
TC
1767
Trilogy Capital
California
$19K +$19K +316 New
DOA
1768
D'Orazio & Associates
Virginia
$17K
FEG
1769
Financial Enhancement Group
Indiana
$16K +$15.7K +260 New
NCM
1770
New Capital Management
Texas
$15K
RIA
1771
RPG Investment Advisory
California
$15K
BBA
1772
Braun-Bostich & Associates
Pennsylvania
$15K +$15.1K +251 New
IF
1773
Ironwood Financial
Arizona
$14K
CCA
1774
Clearwater Capital Advisors
Illinois
$13K +$12.7K +210 New
LFG
1775
LifePlan Financial Group
Ohio
$13K +$13K +215 New

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.