We are live on ! Find out more

2,003 hedge funds and large institutions have $105B invested in Abbott in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 689 increasing their positions, 880 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 85

54% more call options, than puts

Call options by funds: $564M | Put options by funds: $366M

10% more capital invested

Capital invested by funds: $95.3B → $105B (+$9.8B)

2% more funds holding

Funds holding: 1,9692,003 (+34)

0.44% less ownership

Funds ownership: 75.42%74.98% (-0.44%)

15% less funds holding in top 10

Funds holding in top 10: 165141 (-24)

22% less repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 880

Holders
2,003
Holders Change
+34
Holders Change %
+1.73%
% of All Funds
43.35%
Holding in Top 10
141
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-14.55%
% of All Funds
3.05%
New
141
Increased
689
Reduced
880
Closed
85
Calls
$564M
Puts
$366M
Net Calls
+$198M
Net Calls Change
-$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SJL
1801
Shayne & Jacobs LLC
Tennessee
$224K
KPW
1802
Kore Private Wealth
New York
$223K -$14.7K -197 -7%
VCM
1803
Versant Capital Management
Arizona
$223K -$967 -13 -0.5%
IWC
1804
Integrated Wealth Concepts
Massachusetts
$223K +$208K +2,793 New
AIM
1805
Advantage Investment Management
Iowa
$222K -$137K -1,843 -40%
PA
1806
Parkside Advisors
California
$221K -$63.2K -850 -23%
OCM
1807
Osterweis Capital Management
California
$220K +$204K +2,745 New
FFG
1808
Fortem Financial Group
California
$220K +$204K +2,746 New
NFG
1809
Next Financial Group
Texas
$218K -$139K -1,870 -41%
BAAM
1810
Baker Avenue Asset Management
California
$218K -$121K -1,623 -37%
NFH
1811
NEXT Financial Holdings
Texas
$218K +$203K +2,728 New
IWP
1812
Icon Wealth Partners
Texas
$217K -$167K -2,242 -45%
PWP
1813
Principle Wealth Partners
Connecticut
$217K -$8.48K -114 -4%
HHGA
1814
Halbert Hargrove Global Advisors
California
$217K +$202K +2,717 New
VCM
1815
Violich Capital Management
California
$216K +$201K +2,708 New
SIC
1816
Shoker Investment Counsel
Ohio
$215K +$201K +2,698 New
RW
1817
REDW Wealth
New Mexico
$214K -$12.9K -173 -6%
FC
1818
Ferris Capital
Massachusetts
$214K -$3.72K -50 -2%
CAM
1819
Concorde Asset Management
Michigan
$214K +$198K +2,662 New
WCM
1820
Wedge Capital Management
North Carolina
$212K +$197K +2,647 New
BAM
1821
Brave Asset Management
New Jersey
$212K +$197K +2,650 New
HFP
1822
Holistic Financial Partners
Indiana
$211K +$196K +2,640 New
LSPW
1823
Lake Street Private Wealth
Illinois
$211K +$197K +2,645 New
THWM
1824
Taylor Hoffman Wealth Management
Virginia
$209K
GWM
1825
GSB Wealth Management
Connecticut
$209K +$194K +2,611 New

ABT Hedge Fund Activity: Q1 2019 in Review

2,003 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2019, worth a combined $105B — up 10% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new ABT positions and 85 closed out — a net gain of 56 holders — while 689 added to existing stakes and 880 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $365M. The largest seller was Capital Research Global Investors, cutting an estimated $473M.

  • 2,003 institutional investors held Abbott (ABT) as of Q1 2019, up from 1,969 in Q4 2018.
  • Funds reported $105B of Abbott stock for Q1 2019, up 10% quarter-over-quarter.
  • 141 funds opened new Abbott positions in Q1 2019 and 85 closed out, a net change of +56 holders.
  • The largest Abbott buyer in Q1 2019 was Wellington Management Group, an estimated $365M added.
  • The largest Abbott seller in Q1 2019 was Capital Research Global Investors, an estimated $473M sold.

Based on aggregated 13F filings for Q1 2019.