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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
RDWM
1751
Red Door Wealth Management
Tennessee
$754K +$31.3K +313 +5%
RWP
1752
Ridgecrest Wealth Partners
California
$753K -$30K -300 -4%
PP
1753
Pegasus Partners
Wisconsin
$753K
NG
1754
Northstar Group
New York
$751K -$16.3K -163 -2%
DIM
1755
Delta Investment Management
California
$751K -$86K -861 -11%
HWMA
1756
Heritage Wealth Management (Arizona)
Arizona
$750K +$681K +6,816 New
KP
1757
Keel Point
Alabama
$748K +$69.1K +692 +11%
LCGC
1758
Legacy Capital Group California
California
$747K -$2.8K -28 -0.4%
AMCA
1759
Arthur M. Cohen & Associates
Illinois
$746K +$15.9K +159 +2%
CFA
1760
CWS Financial Advisors
Michigan
$746K -$4.1K -41 -0.6%
ACM
1761
Allred Capital Management
Texas
$745K -$500 -5 -0.1%
LGF
1762
LGT Group Foundation
Liechtenstein
$745K +$4K +40 +0.6%
CC
1763
Corton Capital
Ontario, Canada
$745K +$29.3K +293 +5%
MCWS
1764
McKinley Carter Wealth Services
West Virginia
$745K -$229K -2,288 -25%
TSS
1765
Two Sigma Securities
New York
$744K +$675K +6,760 New
VPP
1766
Vertex Planning Partners
Illinois
$743K +$176K +1,765 +35%
WE
1767
Wealth Effects
Massachusetts
$741K -$26.5K -265 -4%
SL
1768
Sentry LLC
Tennessee
$740K -$14K -140 -2%
GIM
1769
Goelzer Investment Management
Indiana
$740K +$192K +1,922 +40%
GC
1770
Globeflex Capital
California
$740K
DWM
1771
Drive Wealth Management
Utah
$739K +$9.99K +100 +2%
DA
1772
Drake & Associates
Wisconsin
$738K
FIM
1773
Freedom Investment Management
Connecticut
$737K -$28.8K -288 -4%
S
1774
Sachetta
Massachusetts
$736K +$668K +6,689 New
CYG
1775
Clean Yield Group
Vermont
$732K -$7.89K -79 -1%

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.