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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
LA
1901
LVW Advisors
New York
$612K +$163K +1,634 +42%
OC
1902
Oakworth Capital
Alabama
$612K +$31.1K +311 +6%
NDSI
1903
Newman Dignan & Sheerar Inc
Rhode Island
$611K -$2.5K -25 -0.4%
TW
1904
Towerpoint Wealth
California
$609K -$2.2K -22 -0.4%
SCM
1905
Stonebridge Capital Management
California
$608K
BWM
1906
BCS Wealth Management
Tennessee
$607K
RSA
1907
River Street Advisors
Illinois
$607K -$12.2K -122 -2%
CIM
1908
CIM Investment Management
Pennsylvania
$606K
WF
1909
WoodTrust Financial
Wisconsin
$606K +$500 +5 +0.1%
ATFA
1910
All Terrain Financial Advisors
Minnesota
$606K
FFO
1911
Fiduciary Family Office
Florida
$605K +$549K +5,499 New
GWANC
1912
Guardian Wealth Advisors (North Carolina)
North Carolina
$604K -$15.9K -159 -3%
SWP
1913
Significant Wealth Partners
Illinois
$603K +$548K +5,480 New
TIM
1914
Tevis Investment Management
Texas
$602K +$11.1K +111 +2%
CIA
1915
Compass Ion Advisors
Pennsylvania
$602K +$12K +120 +2%
GC
1916
Gratus Capital
Georgia
$601K -$137K -1,367 -20%
CA
1917
Cornerstone Advisory
Maryland
$599K +$65.8K +659 +14%
CG
1918
Clifford Group
Massachusetts
$597K -$5.59K -56 -1%
WA
1919
Wealth Architects
California
$596K +$47.8K +478 +10%
BFA
1920
Buttonwood Financial Advisors
Maryland
$596K -$24.4K -244 -4%
LF
1921
Lantz Financial
Illinois
$593K +$77.5K +776 +17%
GSEP
1922
Golden State Equity Partners
California
$591K +$54.3K +543 +11%
CCA
1923
Childress Capital Advisors
Texas
$589K -$28K -280 -5%
TWM
1924
Trueblood Wealth Management
Ohio
$589K +$534K +5,347 New
EFG
1925
Everhart Financial Group
Ohio
$585K -$21.9K -219 -4%

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.