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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
EWM
1926
EPG Wealth Management
Georgia
$230K +$103K +1,238 +74%
HZ
1927
Hixon Zuercher
Ohio
$229K
CIA
1928
Cascade Investment Advisors
Oregon
$229K
EIA
1929
Edgemoor Investment Advisors
Maryland
$228K
HHGA
1930
Halbert Hargrove Global Advisors
California
$228K +$41.4K +496 +21%
SIA
1931
SeaBridge Investment Advisors
New Jersey
$227K
PVWM
1932
Point View Wealth Management
New Jersey
$226K
PCM
1933
Palisade Capital Management
New Jersey
$225K
PWA
1934
Providence Wealth Advisors
Illinois
$224K +$5.42K +65 +2%
AA
1935
ALPS Advisors
Colorado
$223K -$1.16M -13,923 -83%
OFS
1936
Oldfather Financial Services
Nebraska
$223K +$250 +3 +0.1%
SJL
1937
Shayne & Jacobs LLC
Tennessee
$221K
1WA
1938
180 Wealth Advisors
Washington
$218K -$22.3K -267 -9%
PA
1939
Parkside Advisors
California
$218K
RHP
1940
Royal Harbor Partners
Texas
$218K
MSA
1941
Marino Stram & Associates
Massachusetts
$218K +$2.42K +29 +1%
WAAG
1942
Wealth Alliance Advisory Group
Kansas
$217K +$12.4K +149 +6%
AIP
1943
Almanack Investment Partners
Pennsylvania
$216K +$228K +2,732 New
PM
1944
Parametrica Management
Hong Kong
$216K +$229K +2,741 New
APWM
1945
Atlas Private Wealth Management
New York
$215K -$1.42K -17 -0.6%
ACG
1946
Allen Capital Group
Nebraska
$214K -$12.9K -155 -5%
SWMG
1947
Strategic Wealth Management Group
Maryland
$214K -$3.42K -41 -1%
BA
1948
Ballast Advisors
Minnesota
$214K
CAGAS
1949
Capital Advisory Group Advisory Services
Minnesota
$213K -$72.2K -865 -24%
LCAM
1950
London & Capital Asset Management
United Kingdom
$211K -$809K -9,696 -78%

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.