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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
VNB
2001
Virginia National Bank
Virginia
$214K
GPFA
2002
Game Plan Financial Advisors
Ohio
$214K +$206K +2,461 New
EWP
2003
Engrave Wealth Partners
Texas
$214K +$207K +2,471 New
D.E. Shaw & Co
2004
D.E. Shaw & Co
New York
$212K -$532K -6,353 -72%
TCBWMS
2005
Texas Capital Bank Wealth Management Services
Texas
$212K +$204K +2,436 New
WA
2006
WealthTrust Axiom
Pennsylvania
$211K -$26.8K -320 -12%
OFS
2007
Oldfather Financial Services
Nebraska
$211K +$198K +2,370 New
CAMG
2008
CWA Asset Management Group
Florida
$211K +$203K +2,425 New
ANB
2009
Amarillo National Bank
Texas
$210K
TFCP
2010
Twin Focus Capital Partners
Massachusetts
$209K -$110K -1,319 -35%
FBB
2011
Fulton Breakefield Broenniman
Maryland
$209K
PCMC
2012
Private Capital Management (Colorado)
Colorado
$209K
HHGA
2013
Halbert Hargrove Global Advisors
California
$208K -$16.6K -198 -8%
BWM
2014
Buckley Wealth Management
Nevada
$208K
HHAM
2015
HITE Hedge Asset Management
Massachusetts
$208K
TWM
2016
Tolleson Wealth Management
Texas
$208K
GLLW
2017
Graves Light Lenhart Wealth
Virginia
$207K +$199K +2,381 New
SHJ
2018
Sharkey, Howes & Javer
Colorado
$207K +$200K +2,385 New
SCM
2019
Smith Capital Management
Arkansas
$206K -$4.27K -51 -2%
EIG
2020
Ellenbecker Investment Group
Wisconsin
$206K +$199K +2,375 New
SXL
2021
Summit X LLC
Missouri
$205K
VVP
2022
Venture Visionary Partners
Ohio
$205K +$198K +2,368 New
CA
2023
Cornerstone Advisory
Maryland
$204K -$22.9K -273 -10%
FCFC
2024
First Citizens Financial Corp
Iowa
$204K +$196K +2,346 New
OI
2025
Oakbrook Investments
Illinois
$202K -$924K -11,031 -83%

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.