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2,146 hedge funds and large institutions have $105B invested in Abbott in 2020 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 851 increasing their positions, 914 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 116162 (+46)

7% more call options, than puts

Call options by funds: $550M | Put options by funds: $512M

0.09% more ownership

Funds ownership: 75.06%75.15% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 851 | Existing positions reduced: 914

2% less funds holding

Funds holding: 2,1942,146 (-48)

9% less capital invested

Capital invested by funds: $115B → $105B (-$10.9B)

14% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 137

Holders
2,146
Holders Change
-48
Holders Change %
-2.19%
% of All Funds
47.28%
Holding in Top 10
162
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+39.66%
% of All Funds
3.57%
New
118
Increased
851
Reduced
914
Closed
137
Calls
$550M
Puts
$512M
Net Calls
+$38M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1876
Dividend Assets Capital
South Carolina
$258K -$59.7K -716 -18%
MGWM
1877
Marks Group Wealth Management
Minnesota
$258K
FWP
1878
FAS Wealth Partners
Kansas
$257K +$17.9K +215 +7%
ONST
1879
Old North State Trust
North Carolina
$256K +$9.68K +116 +4%
ER
1880
Enlightenment Research
Florida
$256K +$277K +3,325 New
BCA
1881
Bray Capital Advisors
Florida
$255K
PWM
1882
PRW Wealth Management
Massachusetts
$254K +$268K +3,214 New
JIP
1883
JBJ Investment Partners
South Carolina
$254K +$268K +3,215 New
QPWM
1884
Quadrant Private Wealth Management
Pennsylvania
$254K +$269K +3,223 New
KPW
1885
Kore Private Wealth
New York
$253K -$4.84K -58 -2%
SRCM
1886
Swift Run Capital Management
Virginia
$253K +$267K +3,200 New
VWA
1887
Visionary Wealth Advisors
Illinois
$252K -$35.7K -428 -12%
WB
1888
West Bancorporation
Iowa
$252K -$25.5K -306 -9%
CAN
1889
Claraphi Advisory Network
United States
$252K +$267K +3,196 New
FDS
1890
Freedom Day Solutions
Texas
$251K -$3.42K -41 -1%
RI
1891
Ridgewood Investments
New Jersey
$251K
BAM
1892
Beaumont Asset Management
Texas
$251K +$9.76K +117 +4%
FIB
1893
First Interstate Bank
Montana
$250K -$1.75K -21 -0.7%
CSWG
1894
Cardinal Strategic Wealth Guidance
Kentucky
$248K
ARM
1895
Adirondack Research & Management
New York
$247K -$17.9K -215 -6%
OSAM
1896
O'Shaughnessy Asset Management
Connecticut
$246K -$790K -9,469 -75%
PO
1897
Private Ocean
California
$246K +$19.6K +235 +8%
CSA
1898
Cottage Street Advisors
Massachusetts
$245K
NQWM
1899
Northwest Quadrant Wealth Management
Oregon
$245K +$584 +7 +0.3%
VA
1900
Valmark Advisers
Ohio
$244K +$13.1K +157 +5%

ABT Hedge Fund Activity: Q1 2020 in Review

2,146 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2020, worth a combined $105B — down 9.4% from $115B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of ABT and 118 opened new positions — a net loss of 19 holders — while 914 trimmed existing stakes and 851 added.

The largest buyer was Capital International Investors, adding an estimated $705M. The largest seller was Capital Research Global Investors, cutting an estimated $1.49B.

  • 2,146 institutional investors held Abbott (ABT) as of Q1 2020, down from 2,194 in Q4 2019.
  • Funds reported $105B of Abbott stock for Q1 2020, down 9.4% quarter-over-quarter.
  • 118 funds opened new Abbott positions in Q1 2020 and 137 closed out, a net change of -19 holders.
  • The largest Abbott buyer in Q1 2020 was Capital International Investors, an estimated $705M added.
  • The largest Abbott seller in Q1 2020 was Capital Research Global Investors, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2020.