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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
MGIM
2501
M&G Investment Management
United Kingdom
$9.76K +$8.85M +74,696 +1,125%
AW
2502
Avion Wealth
Texas
$9K
TJHA
2503
Thomas J. Herzfeld Advisors
Florida
$9K
LWP
2504
Laurel Wealth Planning
Minnesota
$7K
NFSG
2505
Newbridge Financial Services Group
Florida
$7K +$4.86K +41 +273%
ACM
2506
AUA Capital Management
Pennsylvania
$6K
CWA
2507
Carolina Wealth Advisors
South Carolina
$6K
WAS
2508
Winch Advisory Services
Wisconsin
$6K
EWM
2509
Edge Wealth Management
New York
$6K +$5.45K +46 New
WLPWM
2510
Walled Lake Planning & Wealth Management
Illinois
$5K
EAM
2511
Eukles Asset Management
Ohio
$5K +$4.74K +40 New
LWP
2512
Lumature Wealth Partners
Georgia
$5K +$4.74K +40 New
MFT
2513
Moisand Fitzgerald Tamayo
Florida
$4K -$7.82K -66 -65%
RDFA
2514
Ritter Daniher Financial Advisory
Ohio
$4K
RBC
2515
Roble Belko & Company
Pennsylvania
$4K
CIA
2516
CSat Investment Advisory
Michigan
$4K +$474 +4 +15%
GG
2517
Gleason Group
Kentucky
$3K +$118 +1 +4%
MAWCM
2518
Mine & Arao Wealth Creation & Management
California
$2K
RG
2519
Retirement Group
California
$2K
TFA
2520
Transamerica Financial Advisors
Florida
$2K +$118 +1 +9%
AMC
2521
Asset Management Corp
Illinois
$1.27K -$59.5K -502 -5%
LPARFS
2522
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.2K -$1.22M -10,300 -51%
FGAM
2523
Financial Gravity Asset Management
Texas
$798 -$10.8K -91 -40%
MA
2524
MBA Advisors
Pennsylvania
$304 +$300K +2,534 New
SWM
2525
Sugarloaf Wealth Management
Georgia
$211

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.