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2,525 hedge funds and large institutions have $158B invested in Abbott in 2021 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 974 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 92

9% more capital invested

Capital invested by funds: $145B → $158B (+$13.5B)

9% more funds holding in top 10

Funds holding in top 10: 143156 (+13)

1% more funds holding

Funds holding: 2,4882,525 (+37)

1% more call options, than puts

Call options by funds: $821M | Put options by funds: $814M

0.69% more ownership

Funds ownership: 74.02%74.71% (+0.69%)

5% less repeat investments, than reductions

Existing positions increased: 974 | Existing positions reduced: 1,022

Holders
2,525
Holders Change
+37
Holders Change %
+1.49%
% of All Funds
44.33%
Holding in Top 10
156
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.09%
% of All Funds
2.74%
New
162
Increased
974
Reduced
1,022
Closed
92
Calls
$821M
Puts
$814M
Net Calls
+$6.53M
Net Calls Change
-$98.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
2476
Financial Enhancement Group
Indiana
$31K
SC
2477
Sierra Capital
Florida
$30K +$29.4K +248 New
DWMG
2478
DB Wealth Management Group
California
$24K
HC
2479
Hoese & Co
Minnesota
$24K +$23.7K +200 New
AWM
2480
Activest Wealth Management
Florida
$23K +$22.5K +190 New
MIH
2481
Meitav Investment House
Israel
$22.1K +$160K +1,347 +0.7%
HF
2482
Halpern Financial
Virginia
$21.7K
KFP
2483
KB Financial Partners
New Jersey
$21K +$20.7K +175 New
CMA
2484
Cedar Mountain Advisors
Oregon
$20K
FP
2485
Fiduciary Planning
Florida
$19K +$15.3K +129 +391%
SNBOSCI
2486
Security National Bank of Sioux City Iowa
Iowa
$18K -$3.55K -30 -17%
LWA
2487
Lenox Wealth Advisors
New York
$18K +$1.19K +10 +7%
TCM
2488
TD Capital Management
Tennessee
$18K +$17.9K +151 New
IPW
2489
IronBridge Private Wealth
Texas
$17K -$3.75M -31,685 -100%
FI
2490
FormulaFolio Investments
Michigan
$17K -$2.93M -24,694 -99%
FNBOSM
2491
First National Bank of South Miami
Florida
$17K -$5.92K -50 -26%
AL
2492
ADE LLC
Maryland
$17K
WIM
2493
Westside Investment Management
California
$16.4K +$15.9K +134 +5%
TCCM
2494
Timber Creek Capital Management
Massachusetts
$13K -$14.8K -125 -52%
DWA
2495
Dougherty Wealth Advisers
Minnesota
$12K
HWM
2496
Holloway Wealth Management
Florida
$12K
SWP
2497
ShoreHaven Wealth Partners
New Jersey
$12K +$118 +1 +1%
FA
2498
Financial Advantage
Maryland
$11K
CAM
2499
ClariVest Asset Management
California
$11K +$11.1K +94 New
RWM
2500
RBA Wealth Management
California
$10.8K +$10.7K +90 New

ABT Hedge Fund Activity: Q1 2021 in Review

2,525 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2021, worth a combined $158B — up 9.3% from $145B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new ABT positions and 92 closed out — a net gain of 70 holders — while 974 added to existing stakes and 1,022 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $760M. The largest seller was Wellington Management Group, cutting an estimated $978M.

  • 2,525 institutional investors held Abbott (ABT) as of Q1 2021, up from 2,488 in Q4 2020.
  • Funds reported $158B of Abbott stock for Q1 2021, up 9.3% quarter-over-quarter.
  • 162 funds opened new Abbott positions in Q1 2021 and 92 closed out, a net change of +70 holders.
  • The largest Abbott buyer in Q1 2021 was T. Rowe Price Associates, an estimated $760M added.
  • The largest Abbott seller in Q1 2021 was Wellington Management Group, an estimated $978M sold.

Based on aggregated 13F filings for Q1 2021.