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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
DDPIC
2301
Deroy & Devereaux Private Investment Counsel
Michigan
$277K
GSIS
2302
Global Strategic Investment Solutions
Arizona
$277K +$5.17K +49 +2%
IA
2303
Insight Advisors
Pennsylvania
$277K -$213K -2,014 -42%
NL
2304
Navalign LLC
California
$276K
WFA
2305
Wellspring Financial Advisors
Ohio
$276K +$35.8K +339 +14%
WFAG
2306
Worth Financial Advisory Group
North Carolina
$275K +$79K +748 +38%
LAM
2307
Lakewood Asset Management
Illinois
$275K +$211 +2 +0.1%
CSWG
2308
Cardinal Strategic Wealth Guidance
Kentucky
$275K -$26.8K -254 -9%
AC
2309
Annandale Capital
Texas
$274K
ECA
2310
Elevated Capital Advisors
Utah
$274K -$4.43K -42 -2%
SEP
2311
Southland Equity Partners
Missouri
$274K -$2.11K -20 -0.7%
SW
2312
SkyOak Wealth
Michigan
$272K +$21.1K +200 +8%
LSC
2313
Lesa Sroufe & Co
Washington
$272K
ECM
2314
EagleClaw Capital Management
Massachusetts
$272K -$214K -2,025 -43%
FSA
2315
Franklin Street Advisors
North Carolina
$271K
JSL
2316
JT Stratford LLC
Georgia
$270K +$58.7K +556 +26%
HCM
2317
Hengehold Capital Management
Ohio
$270K -$3.27K -31 -1%
BCM
2318
Brooktree Capital Management
Michigan
$269K -$273K -2,585 -49%
BCM
2319
Basso Capital Management
Connecticut
$268K
CCFM
2320
Clear Creek Financial Management
Washington
$268K +$950 +9 +0.3%
MWP
2321
Meredith Wealth Planning
Illinois
$267K -$2.64K -25 -0.9%
EIA
2322
Edgemoor Investment Advisors
Maryland
$267K +$106 +1 +0%
RFA
2323
Register Financial Advisors
Georgia
$267K +$17.3K +164 +7%
GPA
2324
Garrison Point Advisors
California
$266K +$277K +2,623 New
PA
2325
Perennial Advisors
New York
$265K +$277K +2,620 New

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.