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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
LGWM
2151
Litman Gregory Wealth Management
California
$20K -$18.6K -222 -49%
CIAS
2152
CBIZ Investment Advisory Services
Ohio
$19K
JWBC
2153
John W. Brooker & Co
California
$18K +$16.9K +202 New
BEI
2154
Benjamin Edwards Inc
Missouri
$17K
CWAF
2155
Core Wealth Advisors (Florida)
Florida
$17K +$16.8K +200 New
HF
2156
Halpern Financial
Virginia
$16.4K +$15.8K +189 New
LFG
2157
LifePlan Financial Group
Ohio
$16K
SNBOSCI
2158
Security National Bank of Sioux City Iowa
Iowa
$16K
ACM
2159
Anfield Capital Management
California
$15K +$13.7K +163 New
LWS
2160
Lucia Wealth Services
California
$14K
RIA
2161
RPG Investment Advisory
California
$14K
BBA
2162
Braun-Bostich & Associates
Pennsylvania
$14K +$13.7K +163 New
CMA
2163
Cedar Mountain Advisors
Oregon
$14K +$13.7K +164 New
CAM
2164
Columbia Asset Management
Michigan
$13.9K
GC
2165
Grace Capital
Massachusetts
$13K
CA
2166
Crewe Advisors
Utah
$12K +$3.35K +40 +41%
FNBOSM
2167
First National Bank of South Miami
Florida
$11K
WCM
2168
Wealthcare Capital Management
Virginia
$11K +$10.6K +126 New
SFG
2169
Sowa Financial Group
Rhode Island
$11K +$10.9K +130 New
APC
2170
Aspire Private Capital
North Carolina
$9K
DWA
2171
Dougherty Wealth Advisers
Minnesota
$9K
HWM
2172
Holloway Wealth Management
Florida
$9K
IWP
2173
IAG Wealth Partners
Wisconsin
$9K +$8.38K +100 New
TFA
2174
Tobias Financial Advisors
Florida
$9K +$9.21K +110 New
FA
2175
Financial Advantage
Maryland
$8K

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.