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2,193 hedge funds and large institutions have $115B invested in Abbott in 2019 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 768 increasing their positions, 849 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 65

8% more funds holding

Funds holding: 2,0292,193 (+164)

4% more capital invested

Capital invested by funds: $111B → $115B (+$4.83B)

0.19% more ownership

Funds ownership: 74.88%75.06% (+0.19%)

10% less repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 849

11% less funds holding in top 10

Funds holding in top 10: 131116 (-15)

12% less call options, than puts

Call options by funds: $716M | Put options by funds: $809M

Holders
2,193
Holders Change
+164
Holders Change %
+8.08%
% of All Funds
43.21%
Holding in Top 10
116
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.45%
% of All Funds
2.29%
New
260
Increased
768
Reduced
849
Closed
65
Calls
$716M
Puts
$809M
Net Calls
-$93.4M
Net Calls Change
-$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1926
Valmark Advisers
Ohio
$255K -$87.9K -1,049 -26%
JWA
1927
JFS Wealth Advisors
Pennsylvania
$255K +$4.19K +50 +2%
AAMA
1928
Advanced Asset Management Advisors
Ohio
$254K +$84 +1 +0%
AA
1929
Argent Advisors
Louisiana
$254K +$133K +1,589 New
BWA
1930
Burt Wealth Advisors
Maryland
$252K
HZ
1931
Hixon Zuercher
Ohio
$252K +$243K +2,900 New
CIA
1932
Cascade Investment Advisors
Oregon
$252K -$16.8K -200 -6%
PO
1933
Private Ocean
California
$251K -$107K -1,280 -31%
EIA
1934
Edgemoor Investment Advisors
Maryland
$251K
LF
1935
Lee Financial
Texas
$250K
SIA
1936
SeaBridge Investment Advisors
New Jersey
$250K
ACG
1937
Allen Capital Group
Nebraska
$249K -$2.43K -29 -1%
PVWM
1938
Point View Wealth Management
New Jersey
$249K
SRC
1939
Sage Rhino Capital
California
$249K +$2.76K +33 +1%
SAM
1940
Summit Asset Management
Tennessee
$248K -$2.76K -33 -1%
OAM
1941
Occidental Asset Management
California
$248K
PCM
1942
Palisade Capital Management
New Jersey
$248K
PWA
1943
Providence Wealth Advisors
Illinois
$247K
EWF
1944
Epstein & White Financial
California
$247K +$5.19K +62 +2%
HCM
1945
Hutchinson Capital Management
California
$245K
IFG
1946
Investors Financial Group
Minnesota
$245K +$236K +2,815 New
RVPG
1947
Relative Value Partners Group
$244K +$27.4K +327 +13%
SJL
1948
Shayne & Jacobs LLC
Tennessee
$243K
OCM
1949
Orser Capital Management
Texas
$243K +$234K +2,795 New
PA
1950
Parkside Advisors
California
$240K

ABT Hedge Fund Activity: Q4 2019 in Review

2,193 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2019, worth a combined $115B — up 4.4% from $111B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new ABT positions and 65 closed out — a net gain of 195 holders — while 768 added to existing stakes and 849 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $737M. The largest seller was BlackRock, cutting an estimated $265M.

  • 2,193 institutional investors held Abbott (ABT) as of Q4 2019, up from 2,029 in Q3 2019.
  • Funds reported $115B of Abbott stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 260 funds opened new Abbott positions in Q4 2019 and 65 closed out, a net change of +195 holders.
  • The largest Abbott buyer in Q4 2019 was Polen Capital Management, an estimated $737M added.
  • The largest Abbott seller in Q4 2019 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.