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2,705 hedge funds and large institutions have $132B invested in Abbott in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,069 increasing their positions, 1,073 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $976M | Put options by funds: $846M

0.45% more ownership

Funds ownership: 74.55%75% (+0.45%)

0% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 158

0% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,073

2% less funds holding

Funds holding: 2,7652,705 (-60)

22% less capital invested

Capital invested by funds: $170B → $132B (-$37.6B)

31% less funds holding in top 10

Funds holding in top 10: 13291 (-41)

Holders
2,705
Holders Change
-60
Holders Change %
-2.17%
% of All Funds
43.1%
Holding in Top 10
91
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-31.06%
% of All Funds
1.45%
New
158
Increased
1,069
Reduced
1,073
Closed
158
Calls
$976M
Puts
$846M
Net Calls
+$130M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
1801
Elk River Wealth Management
Colorado
$599K
PWP
1802
Phillips Wealth Planners
Mississippi
$599K +$569K +5,390 New
GWAM
1803
Guardian Wealth Advisors (Minnesota)
Minnesota
$597K +$64.1K +607 +11%
DIP
1804
Davis Investment Partners
North Carolina
$594K
SSW
1805
Smith Shellnut Wilson
Mississippi
$593K
CWA
1806
Consilium Wealth Advisory
Texas
$593K -$40.5K -384 -6%
FIM
1807
Freedom Investment Management
Connecticut
$591K -$42.6K -403 -6%
SAM
1808
Strategy Asset Managers
California
$591K -$71.7K -679 -10%
SLF
1809
Sun Life Financial
Ontario, Canada
$591K
TA
1810
TFG Advisers
Michigan
$588K +$1.06K +10 +0.2%
KJHP
1811
K.J. Harrison & Partners
Ontario, Canada
$587K
AFG
1812
Allegheny Financial Group
Pennsylvania
$583K -$1.79K -17 -0.3%
LFA
1813
Legacy Financial Advisors
Kentucky
$582K -$5.07K -48 -0.8%
FNT
1814
First Nebraska Trust
Nebraska
$582K
KWS
1815
Keystone Wealth Services
California
$581K -$38.1K -361 -6%
AO
1816
Advisor OS
Illinois
$578K +$11.5K +109 +2%
LWAM
1817
Legacy Wealth Asset Management
Minnesota
$577K -$2.85K -27 -0.5%
LCM
1818
Linker Capital Management
Kentucky
$573K
GP
1819
Geneva Partners
Wisconsin
$573K -$280K -2,650 -19%
CS
1820
Cannell & Spears
New York
$573K +$14.8K +140 +3%
SCA
1821
Sippican Capital Advisors
Massachusetts
$571K -$11.1K -105 -2%
GWANC
1822
Guardian Wealth Advisors (North Carolina)
North Carolina
$570K -$3.27K -31 -0.5%
CIM
1823
CIM Investment Management
Pennsylvania
$568K +$25.6K +242 +5%
ATFA
1824
All Terrain Financial Advisors
Minnesota
$567K
EVM
1825
Evelyn V. Moreno
$567K -$534K -5,060 -47%

ABT Hedge Fund Activity: Q1 2023 in Review

2,705 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2023, worth a combined $132B — down 22% from $170B a quarter earlier.

Fund positioning in ABT was balanced in Q1 2023: 158 funds opened new positions, 158 closed out, 1,069 added to existing stakes and 1,073 trimmed.

The largest buyer was UBS AM, adding an estimated $950M. The largest seller was Massachusetts Financial Services, cutting an estimated $388M.

  • 2,705 institutional investors held Abbott (ABT) as of Q1 2023, down from 2,765 in Q4 2022.
  • Funds reported $132B of Abbott stock for Q1 2023, down 22% quarter-over-quarter.
  • 158 funds opened new Abbott positions in Q1 2023 and 158 closed out, a net change of 0 holders.
  • The largest Abbott buyer in Q1 2023 was UBS AM, an estimated $950M added.
  • The largest Abbott seller in Q1 2023 was Massachusetts Financial Services, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2023.