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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
MC
2326
Mathes Company
New York
$329K
GHA
2327
GW Henssler & Associates
Georgia
$329K +$20.9K +209 +8%
DIA
2328
Davidson Investment Advisors
Montana
$327K -$9.99K -100 -3%
SSWM
2329
Sheets Smith Wealth Management
North Carolina
$327K -$66K -661 -18%
CAL
2330
Capital Advisors Ltd
Ohio
$327K +$8.39K +84 +3%
LAM
2331
Lewis Asset Management
California
$327K +$297K +2,969 New
IPW
2332
Inlet Private Wealth
Florida
$326K -$59.9K -600 -17%
OA
2333
Oracle Alpha
Ontario, Canada
$326K +$296K +2,961 New
SPL
2334
Smart Portfolios LLC
Washington
$325K +$289K +2,892 New
LB
2335
Legacy Bridge
Iowa
$325K -$40.5K -405 -12%
BWA
2336
Burt Wealth Advisors
Maryland
$325K
AA
2337
AlphaQ Advisors
Florida
$325K +$295K +2,951 New
WIM
2338
Waycross Investment Management
Washington
$324K
AFCM
2339
Applied Finance Capital Management
Puerto Rico
$324K +$6.29K +63 +2%
AIP
2340
Almanack Investment Partners
Pennsylvania
$323K -$3.2K -32 -1%
RFA
2341
Register Financial Advisors
Georgia
$323K -$8.79K -88 -3%
BBI
2342
Baxter Bros Inc
Connecticut
$322K
DLCIG
2343
D.L. Carlson Investment Group
New Hampshire
$322K -$18.5K -185 -6%
HIG
2344
Heritage Investment Group
Florida
$321K
BAM
2345
BOS Asset Management
Illinois
$321K -$3.3K -33 -1%
GF
2346
Gimbal Financial
Indiana
$320K +$290K +2,903 New
MPW
2347
Monterey Private Wealth
California
$319K +$4.4K +44 +2%
DSN
2348
D. Scott Neal
Kentucky
$319K
IAG
2349
Investment Advisory Group
Massachusetts
$319K +$799 +8 +0.3%
SMA
2350
Seven Mile Advisory
New Jersey
$319K +$48.1K +481 +20%

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.