We are live on ! Find out more

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
CD
1826
Chapin Davis
Maryland
$672K -$6.59K -66 -1%
CW
1827
CreativeOne Wealth
Kansas
$672K -$927K -9,275 -60%
WC
1828
Westhampton Capital
North Carolina
$671K -$140K -1,400 -19%
HIC
1829
Holderness Investments Company
North Carolina
$671K +$200 +2 +0%
CAC
1830
Certified Advisory Corp
Florida
$668K +$607K +6,071 New
GWAM
1831
Guardian Wealth Advisors (Minnesota)
Minnesota
$668K +$22.4K +224 +4%
CFC
1832
Coyle Financial Counsel
Illinois
$667K
KLWA
1833
Kelly Lawrence W & Associates
California
$667K
CCP
1834
Clarkston Capital Partners
Michigan
$665K
WCM
1835
Wallace Capital Management
Texas
$665K
BAM
1836
Brave Asset Management
New Jersey
$665K -$5.39K -54 -0.9%
LIM
1837
Loudon Investment Management
New Hampshire
$663K
WH
1838
Willner & Heller
California
$663K +$602K +6,023 New
AT
1839
Avalon Trust
New Mexico
$663K +$40K +400 +7%
FG
1840
Foster Group
Iowa
$662K
TC
1841
Trust Company
Kansas
$662K +$175K +1,754 +41%
TPWA
1842
TRUE Private Wealth Advisors
Oregon
$662K +$82.9K +830 +16%
SGI
1843
Summit Global Investments
Utah
$660K +$249K +2,493 +71%
FNB
1844
Farmers National Bank
Kentucky
$660K -$21.2K -212 -3%
PB
1845
Pinnacle Bancorp
Nebraska
$660K +$11K +110 +2%
TGAM
1846
TBH Global Asset Management
Tennessee
$658K
SQA
1847
Simon Quick Advisors
New Jersey
$658K -$155K -1,556 -21%
MFWP
1848
Mosaic Family Wealth Partners
Missouri
$655K +$36.6K +366 +7%
WF
1849
Wayfinding Financial
Washington
$655K -$7.39K -74 -1%
SAM
1850
SignalPoint Asset Management
Missouri
$655K

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.