ABT icon

Abbott
ABT

Overview Fund Activity

2,136 hedge funds and large institutions have $104B invested in Abbott in 2020 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 847 increasing their positions, 911 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
47.18%
Holding in Top 10
161
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+40%
% of All Funds
3.56%
New
116
Increased
847
Reduced
911
Closed
137
Calls
$550M
Puts
$512M
Net Calls
+$38M
Net Calls Change
+$131M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$667M
2
Polen Capital Management
Polen Capital Management
Florida
+$610M
3
VAM
Veritas Asset Management
United Kingdom
+$398M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$362M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$316M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$760M
3
CSIA
Charles Schwab Investment Advisory
California
-$311M
4
Goldman Sachs
Goldman Sachs
New York
-$307M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPWA
1851
Regent Peak Wealth Advisors
Georgia
$272K -$2.75K -35 -1%
CWM
1852
Circle Wealth Management
New Jersey
$272K +$32.9K +417 +14%
WG
1853
Watchman Group
Texas
$271K +$7.9K +100 +3%
SFM
1854
Systematic Financial Management
New Jersey
$268K – – –
DA
1855
Detalus Advisors
Missouri
$267K +$394 +5 +0.1%
PA
1856
Procyon Advisors
Connecticut
$267K +$16.6K +211 +7%
BCA
1857
Berman Capital Advisors
Georgia
$267K +$57.2K +727 +27%
NAMP
1858
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$266K -$19.4K -246 -7%
SRC
1859
Shufro Rose & Co
New York
$265K -$27.6K -350 -9%
CISOA
1860
Capital Investment Services of America
Wisconsin
$264K – – –
FAM
1861
Foothills Asset Management
Arizona
$263K – – –
CWM
1862
Cabot Wealth Management
Massachusetts
$262K -$26.4K -335 -9%
PAA
1863
Peregrine Asset Advisers
Oregon
$260K -$3.94K -50 -1%
FAG
1864
Financial Advisory Group
Texas
$260K – – –
APW
1865
Aurora Private Wealth
New Jersey
$260K +$260K +3,300 New
DDPIC
1866
Deroy & Devereaux Private Investment Counsel
Michigan
$259K – – –
DAC
1867
Dividend Assets Capital
South Carolina
$258K -$56.4K -716 -18%
MGWM
1868
Marks Group Wealth Management
Minnesota
$258K – – –
FWP
1869
FAS Wealth Partners
Kansas
$257K +$17K +215 +7%
ONST
1870
Old North State Trust
North Carolina
$256K +$9.16K +116 +4%
ER
1871
Enlightenment Research
Florida
$256K +$256K +3,325 New
BCA
1872
Bray Capital Advisors
Florida
$255K – – –
PWM
1873
PRW Wealth Management
Massachusetts
$254K +$254K +3,214 New
JIP
1874
JBJ Investment Partners
South Carolina
$254K +$254K +3,215 New
QPWM
1875
Quadrant Private Wealth Management
Pennsylvania
$254K +$254K +3,223 New
73 74
75
76 77