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2,738 hedge funds and large institutions have $142B invested in Abbott in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 1,046 increasing their positions, 1,119 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 108

30% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $822M

18% more funds holding in top 10

Funds holding in top 10: 91107 (+16)

7% more capital invested

Capital invested by funds: $132B → $142B (+$9.74B)

1% more funds holding

Funds holding: 2,7052,738 (+33)

0.04% less ownership

Funds ownership: 75%74.96% (-0.04%)

7% less repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 1,119

Holders
2,738
Holders Change
+33
Holders Change %
+1.22%
% of All Funds
42.98%
Holding in Top 10
107
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.58%
% of All Funds
1.68%
New
162
Increased
1,046
Reduced
1,119
Closed
108
Calls
$1.06B
Puts
$822M
Net Calls
+$242M
Net Calls Change
+$113M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2401
Tempus Wealth Planning
California
$248K -$25.6K -240 -10%
BWA
2402
Bordeaux Wealth Advisors
California
$247K +$242K +2,269 New
BAM
2403
Blueshift Asset Management
New Jersey
$246K -$334K -3,131 -58%
1WA
2404
180 Wealth Advisors
Washington
$246K +$746 +7 +0.3%
WIA
2405
World Investment Advisors
California
$245K +$239K +2,246 New
JWM
2406
Jessup Wealth Management
Ohio
$245K -$4.76M -44,657 -95%
GAMC
2407
Garner Asset Management Corp
Texas
$244K -$107K -1,000 -31%
BLC
2408
Brown, Lisle/Cummings
Rhode Island
$243K
KWM
2409
Kaydan Wealth Management
Michigan
$243K +$107 +1 +0%
NCMW
2410
Northern Capital Management (Washington)
Washington
$242K +$107 +1 +0%
WCM
2411
Windsor Capital Management
Arizona
$242K +$320 +3 +0.1%
AC
2412
ASB Consultores
Florida
$241K -$24K -225 -9%
CAM
2413
CPA Asset Management
Florida
$241K +$853 +8 +0.4%
PIA
2414
Perennial Investment Advisors
California
$241K +$1.07K +10 +0.5%
WMP
2415
Wealth Management Partners
Arizona
$240K
WAG
2416
Windsor Advisory Group
Ohio
$240K
ORC
2417
O'Rourke & Company
Massachusetts
$240K
HFP
2418
Holistic Financial Partners
Indiana
$240K +$17.8K +167 +8%
CTC
2419
Corundum Trust Company
South Dakota
$239K +$234K +2,194 New
UW
2420
Unique Wealth
Florida
$239K +$1.81K +17 +0.8%
AFG
2421
Albion Financial Group
Utah
$239K +$58.6K +550 +34%
AFG
2422
Allegheny Financial Group
Pennsylvania
$237K -$382K -3,584 -62%
HIIFS
2423
Harel Insurance Investments & Financial Services
Israel
$237K +$160K +1,500 +216%
HCM
2424
Hilton Capital Management
New York
$235K
MPW
2425
MGO Private Wealth
California
$235K

ABT Hedge Fund Activity: Q2 2023 in Review

2,738 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q2 2023, worth a combined $142B — up 7.4% from $132B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new ABT positions and 108 closed out — a net gain of 54 holders — while 1,046 added to existing stakes and 1,119 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $969M. The largest seller was Renaissance Technologies, cutting an estimated $380M.

  • 2,738 institutional investors held Abbott (ABT) as of Q2 2023, up from 2,705 in Q1 2023.
  • Funds reported $142B of Abbott stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 162 funds opened new Abbott positions in Q2 2023 and 108 closed out, a net change of +54 holders.
  • The largest Abbott buyer in Q2 2023 was Wellington Management Group, an estimated $969M added.
  • The largest Abbott seller in Q2 2023 was Renaissance Technologies, an estimated $380M sold.

Based on aggregated 13F filings for Q2 2023.