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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
RHP
1951
Royal Harbor Partners
Texas
$240K +$232K +2,768 New
SWMG
1952
Strategic Wealth Management Group
Maryland
$239K +$3.35K +40 +1%
Loomis, Sayles & Company
1953
Loomis, Sayles & Company
Massachusetts
$238K -$4.44K -53 -2%
Verition Fund Management
1954
Verition Fund Management
Connecticut
$238K +$230K +2,743 New
APWM
1955
Atlas Private Wealth Management
New York
$238K +$230K +2,744 New
MSA
1956
Marino Stram & Associates
Massachusetts
$237K -$29.6K -353 -11%
CG
1957
Cutler Group
California
$236K -$384K -4,590 -63%
CWM
1958
Campbell Wealth Management
Virginia
$236K
SEIA
1959
Signature Estate & Investment Advisors
California
$236K +$9.46K +113 +4%
BA
1960
Ballast Advisors
Minnesota
$236K +$227K +2,713 New
SWM
1961
Segment Wealth Management
Texas
$236K +$227K +2,716 New
SHA
1962
Seneca House Advisors
Virginia
$234K +$1.51K +18 +0.7%
CS
1963
Capital Square
Tennessee
$233K +$225K +2,688 New
MCP
1964
Mirador Capital Partners
California
$231K -$19K -227 -8%
BCA
1965
Berman Capital Advisors
Georgia
$231K +$168 +2 +0.1%
BAM
1966
Brave Asset Management
New Jersey
$230K -$8.38K -100 -4%
CCFM
1967
Clear Creek Financial Management
Washington
$230K -$1.68K -20 -0.7%
CAL
1968
Capital Advisors Ltd
Ohio
$229K
GWM
1969
GSB Wealth Management
Connecticut
$227K
THWM
1970
Taylor Hoffman Wealth Management
Virginia
$227K
BEC
1971
Blue Edge Capital
Virginia
$227K
NQWM
1972
Northwest Quadrant Wealth Management
Oregon
$226K -$50.5K -603 -19%
WAAG
1973
Wealth Alliance Advisory Group
Kansas
$226K +$2.76K +33 +1%
RP
1974
Rowlandmiller & Partners
Georgia
$226K +$14.7K +175 +7%
Cohen & Steers
1975
Cohen & Steers
New York
$224K -$1.67M -19,889 -89%

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.