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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
EWA
2076
Evolution Wealth Advisors
Florida
$112K +$39.9K +476 +59%
M
2077
MOTCO
Texas
$110K -$35.4K -423 -25%
FWM
2078
Filbrandt Wealth Management
Wisconsin
$110K +$106K +1,267 New
CCM
2079
Copeland Capital Management
Pennsylvania
$108K
NC
2080
NewSquare Capital
Pennsylvania
$108K
EWM
2081
Endurance Wealth Management
Rhode Island
$105K
1W
2082
1776 Wealth
Georgia
$104K +$101K +1,200 New
ED
2083
Exane Derivatives
France
$99.8K -$7.87K -94 -8%
WAM
2084
Wolverine Asset Management
Illinois
$99K -$207K -2,468 -68%
GWS
2085
Glassman Wealth Services
Virginia
$99K +$2.6K +31 +3%
TT
2086
TI-Trust
Illinois
$98K +$94.1K +1,123 New
EMFAT
2087
Emerald Mutual Fund Advisers Trust
Pennsylvania
$97K +$93.5K +1,116 New
FWC
2088
First Washington Corp
Washington
$94K +$91K +1,086 New
HI
2089
Hudock Inc
Pennsylvania
$93K +$335 +4 +0.4%
LWM
2090
Liberty Wealth Management
California
$88K -$7.71K -92 -8%
GCM
2091
Grisanti Capital Management
New York
$85K
SL
2092
Salomon & Ludwin
Virginia
$84K +$58.6K +700 +261%
FA
2093
Fortis Advisors
Pennsylvania
$83K
SL
2094
Savior LLC
Massachusetts
$79K +$76.6K +915 New
FWM
2095
Focused Wealth Management
New York
$77K -$4.1K -49 -5%
IRAG
2096
Investment Research & Advisory Group
Georgia
$77K +$74.4K +888 New
DI
2097
Disciplined Investments
Oklahoma
$77K +$74.5K +889 New
EARNEST Partners
2098
EARNEST Partners
Georgia
$75K
DTIM
2099
Danda Trouve Investment Management
Kansas
$69K +$66.5K +794 New
FMP
2100
Financial Management Professionals
Texas
$68K

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.