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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
PGA
2426
Portland Global Advisors
Maine
$235K -$66.9K -628 -23%
TWM
2427
Tolleson Wealth Management
Texas
$235K
4WM
2428
44 Wealth Management
Oregon
$235K -$2.24K -21 -1%
EGWAG
2429
Elwood & Goetz Wealth Advisory Group
Georgia
$234K +$16K +150 +8%
GSAM
2430
Grant Street Asset Management
Pennsylvania
$234K +$10.8K +101 +5%
RIM
2431
Rockbridge Investment Management
New York
$234K
MSA
2432
Marino Stram & Associates
Massachusetts
$232K
ACM
2433
Advance Capital Management
Michigan
$232K +$227K +2,127 New
BIA
2434
Bigelow Investment Advisors
Maine
$231K -$22.6K -212 -9%
FPTW
2435
Franklin, Parlapiano, Turner & Welch
Texas
$231K +$226K +2,118 New
BW
2436
BIP Wealth
Georgia
$231K -$16.1K -151 -7%
LMKC
2437
L.M. Kohn & Company
Ohio
$231K +$226K +2,116 New
SGCA
2438
Steel Grove Capital Advisors
Tennessee
$230K
MFC
2439
Morris Financial Concepts
South Carolina
$230K +$224K +2,106 New
LCM
2440
Lewis Capital Management
California
$229K
PFM
2441
Phillips Financial Management
Indiana
$229K +$11.6K +109 +5%
NRI
2442
NFP Retirement Inc
California
$229K +$3.52K +33 +2%
PIAS
2443
PCA Investment Advisory Services
Ohio
$228K -$11.5K -108 -5%
PWMG
2444
Provence Wealth Management Group
California
$228K +$223K +2,094 New
DT
2445
Daniels + Tansey
Delaware
$228K -$7.67K -72 -3%
CHJWM
2446
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K -$3.73K -35 -2%
WAAG
2447
Wealth Alliance Advisory Group
Kansas
$228K -$1.71K -16 -0.8%
PIM
2448
Progressive Investment Management
Oregon
$228K
SFG
2449
Sather Financial Group
Texas
$228K
OFS
2450
Oldfather Financial Services
Nebraska
$227K +$213 +2 +0.1%

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.