We are live on ! Find out more

2,705 hedge funds and large institutions have $132B invested in Abbott in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,069 increasing their positions, 1,073 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $976M | Put options by funds: $846M

0.45% more ownership

Funds ownership: 74.55%75% (+0.45%)

0% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 158

0% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,073

2% less funds holding

Funds holding: 2,7652,705 (-60)

22% less capital invested

Capital invested by funds: $170B → $132B (-$37.6B)

31% less funds holding in top 10

Funds holding in top 10: 13291 (-41)

Holders
2,705
Holders Change
-60
Holders Change %
-2.17%
% of All Funds
43.1%
Holding in Top 10
91
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-31.06%
% of All Funds
1.45%
New
158
Increased
1,069
Reduced
1,073
Closed
158
Calls
$976M
Puts
$846M
Net Calls
+$130M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
2126
Innovis Asset Management
Illinois
$354K
RVM
2127
Robinson Value Management
Texas
$354K
NCM
2128
Noesis Capital Mangement
Florida
$354K -$22.7K -215 -6%
LWM
2129
Liberty Wealth Management
California
$354K +$369K +3,493 New
C
2130
Certuity
Florida
$353K -$2.64K -25 -0.7%
AGP
2131
Autumn Glory Partners
Texas
$352K
AF
2132
Affiance Financial
Minnesota
$352K
SC
2133
SRB Corp
Massachusetts
$351K -$94.1K -891 -20%
EGA
2134
Eagle Global Advisors
Texas
$351K +$106 +1 +0%
FDCC
2135
Foster Dykema Cabot & Co
Massachusetts
$350K +$26.3K +249 +8%
CWM
2136
Connecticut Wealth Management
Connecticut
$349K +$162K +1,538 +81%
CWP
2137
Core Wealth Partners
California
$349K -$949K -8,987 -72%
MIA
2138
MainStreet Investment Advisors
Illinois
$349K +$15.9K +151 +5%
KWM
2139
KFG Wealth Management
Indiana
$349K +$317 +3 +0.1%
AFAS
2140
Acorn Financial Advisory Services
Virginia
$348K +$132K +1,248 +57%
PSP
2141
Pacific Sage Partners
Washington
$347K
BFG
2142
Berger Financial Group
Minnesota
$347K -$17.4K -165 -5%
SAM
2143
Synergy Asset Management
Washington
$347K -$14.9K -141 -4%
CIC
2144
Cutler Investment Counsel
Oregon
$347K +$6.76K +64 +2%
GWCM
2145
Godshalk Welsh Capital Management
Pennsylvania
$347K -$8.97K -85 -2%
CWS
2146
Cypress Wealth Services
California
$346K +$211 +2 +0.1%
SSG
2147
Summit Securities Group
New York
$346K -$335K -3,172 -48%
GCP
2148
GSA Capital Partners
United Kingdom
$346K +$361K +3,421 New
PCM
2149
Pointe Capital Management
Michigan
$346K -$57.8K -547 -14%
BW
2150
Basepoint Wealth
Iowa
$345K +$211 +2 +0.1%

ABT Hedge Fund Activity: Q1 2023 in Review

2,705 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2023, worth a combined $132B — down 22% from $170B a quarter earlier.

Fund positioning in ABT was balanced in Q1 2023: 158 funds opened new positions, 158 closed out, 1,069 added to existing stakes and 1,073 trimmed.

The largest buyer was UBS AM, adding an estimated $950M. The largest seller was Massachusetts Financial Services, cutting an estimated $388M.

  • 2,705 institutional investors held Abbott (ABT) as of Q1 2023, down from 2,765 in Q4 2022.
  • Funds reported $132B of Abbott stock for Q1 2023, down 22% quarter-over-quarter.
  • 158 funds opened new Abbott positions in Q1 2023 and 158 closed out, a net change of 0 holders.
  • The largest Abbott buyer in Q1 2023 was UBS AM, an estimated $950M added.
  • The largest Abbott seller in Q1 2023 was Massachusetts Financial Services, an estimated $388M sold.

Based on aggregated 13F filings for Q1 2023.