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2,887 hedge funds and large institutions have $148B invested in Abbott in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 962 increasing their positions, 1,222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 96

27% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.09B

23% more funds holding in top 10

Funds holding in top 10: 84103 (+19)

18% more capital invested

Capital invested by funds: $126B → $148B (+$22.3B)

8% more funds holding

Funds holding: 2,6822,887 (+205)

2.68% more ownership

Funds ownership: 74.78%77.46% (+2.7%)

21% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 1,222

Holders
2,887
Holders Change
+205
Holders Change %
+7.64%
% of All Funds
42.08%
Holding in Top 10
103
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+22.62%
% of All Funds
1.5%
New
342
Increased
962
Reduced
1,222
Closed
96
Calls
$1.39B
Puts
$1.09B
Net Calls
+$295M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
2226
Lifeworks Advisors
Michigan
$387K -$27.7K -277 -7%
RVM
2227
Robinson Value Management
Texas
$385K
COCM
2228
Charter Oak Capital Management
New Hampshire
$384K -$500 -5 -0.1%
PBK
2229
Peoples Bank (Kansas)
Kansas
$384K
CTB
2230
Country Trust Bank
Illinois
$383K -$16.3K -163 -4%
HBW
2231
Hazlett, Burt & Watson
West Virginia
$382K +$100 +1 +0%
MA
2232
MBA Advisors
Pennsylvania
$382K +$4.4K +44 +1%
CFS
2233
Commonwealth Financial Services
West Virginia
$382K -$15K -150 -4%
AF
2234
Affiance Financial
Minnesota
$382K
SFS
2235
Strategic Financial Services
New York
$382K
BCM
2236
BluePath Capital Management
Georgia
$379K -$19.2K -192 -5%
RCM
2237
Raleigh Capital Management
North Carolina
$378K -$34.1K -341 -9%
EWM
2238
Evermay Wealth Management
Virginia
$378K +$2.2K +22 +0.6%
PSP
2239
Pacific Sage Partners
Washington
$377K
BFG
2240
Berger Financial Group
Minnesota
$377K +$9.89K +99 +3%
BCM
2241
Birch Capital Management
Texas
$377K
VAG
2242
VisionPoint Advisory Group
Texas
$376K +$31.4K +314 +10%
SCM
2243
Sage Capital Management
New Jersey
$376K +$341K +3,417 New
TCBWMS
2244
Texas Capital Bank Wealth Management Services
Texas
$376K -$24.1K -241 -7%
PHWM
2245
Pine Harbor Wealth Management
Maryland
$375K +$341K +3,408 New
ZF
2246
Zhang Financial
Michigan
$375K +$340K +3,407 New
NFA
2247
Northern Financial Advisors
Michigan
$375K +$19.6K +196 +6%
SFM
2248
Systematic Financial Management
New Jersey
$374K
CWS
2249
Cypress Wealth Services
California
$374K -$2.8K -28 -0.8%
OL
2250
Optas LLC
Texas
$374K +$14.9K +149 +5%

ABT Hedge Fund Activity: Q4 2023 in Review

2,887 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2023, worth a combined $148B — up 18% from $126B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new ABT positions and 96 closed out — a net gain of 246 holders — while 962 added to existing stakes and 1,222 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.62B. The largest seller was Putnam Investments, cutting an estimated $371M.

  • 2,887 institutional investors held Abbott (ABT) as of Q4 2023, up from 2,682 in Q3 2023.
  • Funds reported $148B of Abbott stock for Q4 2023, up 18% quarter-over-quarter.
  • 342 funds opened new Abbott positions in Q4 2023 and 96 closed out, a net change of +246 holders.
  • The largest Abbott buyer in Q4 2023 was Morgan Stanley, an estimated $3.62B added.
  • The largest Abbott seller in Q4 2023 was Putnam Investments, an estimated $371M sold.

Based on aggregated 13F filings for Q4 2023.