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2,530 hedge funds and large institutions have $154B invested in Abbott in 2021 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 997 increasing their positions, 980 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 81

1% more funds holding

Funds holding: 2,5042,530 (+26)

2% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 980

2% more capital invested

Capital invested by funds: $152B → $154B (+$2.33B)

0.11% less ownership

Funds ownership: 73.85%73.74% (-0.11%)

7% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.07B

5% less funds holding in top 10

Funds holding in top 10: 116110 (-6)

Holders
2,530
Holders Change
+26
Holders Change %
+1.04%
% of All Funds
44.28%
Holding in Top 10
110
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.17%
% of All Funds
1.93%
New
142
Increased
997
Reduced
980
Closed
81
Calls
$989M
Puts
$1.07B
Net Calls
-$78.9M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2501
IronBridge Private Wealth
Texas
$17K +$123 +1 +0.7%
AL
2502
ADE LLC
Maryland
$16K
FNBOSM
2503
First National Bank of South Miami
Florida
$16K
MG
2504
MilWealth Group
Wisconsin
$15.9K +$16.6K +135 New
DWA
2505
Delos Wealth Advisors
Texas
$14K
ACM
2506
Anfield Capital Management
California
$12K -$3.19K -26 -21%
AW
2507
Alaethes Wealth
Nevada
$11K
CAM
2508
ClariVest Asset Management
California
$11K
FA
2509
Financial Advantage
Maryland
$11K
AW
2510
Avion Wealth
Texas
$9K
TJHA
2511
Thomas J. Herzfeld Advisors
Florida
$9K
IHWM
2512
Iron Horse Wealth Management
Iowa
$8K
NFSG
2513
Newbridge Financial Services Group
Florida
$7K -$49.1K -400 -88%
TCCM
2514
Timber Creek Capital Management
Massachusetts
$7K -$6.14K -50 -43%
LWP
2515
Laurel Wealth Planning
Minnesota
$7K -$5.28K -43 -43%
ACM
2516
AUA Capital Management
Pennsylvania
$6K
CWA
2517
Carolina Wealth Advisors
South Carolina
$6K
WAS
2518
Winch Advisory Services
Wisconsin
$6K
EAM
2519
Eukles Asset Management
Ohio
$5K -$142K -1,160 -97%
EWM
2520
Edge Wealth Management
New York
$5K
MFT
2521
Moisand Fitzgerald Tamayo
Florida
$4K
RDFA
2522
Ritter Daniher Financial Advisory
Ohio
$4K
RBC
2523
Roble Belko & Company
Pennsylvania
$4K
UFF
2524
USA Financial Formulas
Michigan
$3K -$61.5K -501 -96%
GG
2525
Gleason Group
Kentucky
$3K

ABT Hedge Fund Activity: Q3 2021 in Review

2,530 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2021, worth a combined $154B — up 1.5% from $152B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new ABT positions and 81 closed out — a net gain of 61 holders — while 997 added to existing stakes and 980 trimmed.

The largest buyer was DZ Bank, adding an estimated $414M. The largest seller was Wellington Management Group, cutting an estimated $823M.

  • 2,530 institutional investors held Abbott (ABT) as of Q3 2021, up from 2,504 in Q2 2021.
  • Funds reported $154B of Abbott stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 142 funds opened new Abbott positions in Q3 2021 and 81 closed out, a net change of +61 holders.
  • The largest Abbott buyer in Q3 2021 was DZ Bank, an estimated $414M added.
  • The largest Abbott seller in Q3 2021 was Wellington Management Group, an estimated $823M sold.

Based on aggregated 13F filings for Q3 2021.