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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
PCMC
2426
Private Capital Management (Colorado)
Colorado
$288K +$262K +2,620 New
PPP
2427
Private Portfolio Partners
New Jersey
$288K +$1.2K +12 +0.5%
WCA
2428
Westover Capital Advisors
Delaware
$288K +$17.1K +171 +7%
WP
2429
WealthShield Partners
North Carolina
$288K -$50.4K -504 -16%
IA
2430
Insight Advisors
Pennsylvania
$288K -$5.1K -51 -2%
LIA
2431
LBMC Investment Advisors
Tennessee
$287K
BIP
2432
Blueprint Investment Partners
North Carolina
$287K +$261K +2,611 New
CKAIS
2433
Christensen King & Associates Investment Services
Washington
$287K +$261K +2,608 New
RPGK
2434
Retirement Planning Group (Kansas)
Kansas
$287K +$1.7K +17 +0.7%
SFSG
2435
Sound Financial Strategies Group
Mississippi
$287K -$201K -2,012 -44%
CBT
2436
CoreFirst Bank & Trust
Kansas
$286K -$165K -1,650 -39%
LWM
2437
Lakeridge Wealth Management
Ohio
$286K +$259K +2,596 New
HCM
2438
Hengehold Capital Management
Ohio
$286K
WIM
2439
Westside Investment Management
California
$285K -$25K -250 -9%
CA
2440
CapWealth Advisors
Tennessee
$284K
PAG
2441
Powers Advisory Group
Illinois
$283K +$4.2K +42 +2%
RCG
2442
Resource Consulting Group
Florida
$283K -$4.7K -47 -2%
TWM
2443
Tanager Wealth Management
United Kingdom
$283K -$57.5K -575 -18%
BLAM
2444
Bourne Lent Asset Management
New York
$283K
AWM
2445
Aprio Wealth Management
Georgia
$283K +$15.6K +156 +6%
MIC
2446
Meridian Investment Counsel
California
$282K
RW
2447
REDW Wealth
New Mexico
$281K -$200 -2 -0.1%
MCM
2448
Monument Capital Management
Virginia
$280K +$254K +2,542 New
A
2449
AlphaQuest
New York
$280K +$254K +2,540 New
EGM
2450
Engineers Gate Manager
New York
$279K -$1.87M -18,721 -88%

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.