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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
CWM
2451
Centric Wealth Management
Illinois
$279K -$195K -1,954 -44%
FFG
2452
Frisch Financial Group
New York
$279K +$799 +8 +0.3%
MCC
2453
Malaga Cove Capital
California
$278K
WA
2454
Wealthstream Advisors
New York
$277K +$252K +2,520 New
SAW
2455
Signal Advisors Wealth
Michigan
$277K +$251K +2,514 New
PS
2456
Planned Solutions
California
$276K
MW
2457
MBL Wealth
North Carolina
$276K +$15.7K +157 +7%
MCM
2458
Morton Capital Management
California
$276K +$1.7K +17 +0.7%
NRI
2459
NFP Retirement Inc
California
$275K +$3.9K +39 +2%
CAAM
2460
Cornerstone Advisors Asset Management
Pennsylvania
$275K
LFG
2461
Lazard Frères Gestion
France
$275K
KBFS
2462
Kohmann Bosshard Financial Services
Ohio
$274K
MFFIA
2463
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$274K
HWM
2464
Horizon Wealth Management
Illinois
$272K -$3.5K -35 -1%
KCIC
2465
Kuhn & Co Investment Counsel
Illinois
$271K +$246K +2,462 New
EWA
2466
Encompass Wealth Advisors
Oregon
$270K
AWS
2467
Aspen Wealth Strategies
Colorado
$270K
IWN
2468
Independent Wealth Network
Iowa
$269K -$5.3K -53 -2%
PFG
2469
Prosperity Financial Group
California
$268K +$200 +2 +0.1%
BA
2470
Ballast Advisors
Minnesota
$268K -$38.1K -381 -14%
BLC
2471
Brown, Lisle/Cummings
Rhode Island
$268K +$20K +200 +9%
WAM
2472
Wolverine Asset Management
Illinois
$267K -$9.11M -91,133 -97%
TCWA
2473
Turtle Creek Wealth Advisors
Texas
$267K +$243K +2,430 New
EWP
2474
Elevation Wealth Partners
California
$267K +$190K +1,900 +221%
SW
2475
Simplicity Wealth
New Jersey
$267K +$242K +2,425 New

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.