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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
SACTSONJ
1301
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.67M
PWM
1302
Peterson Wealth Management
Nevada
$1.66M -$906K -7,648 -36%
9WM
1303
9258 Wealth Management
Ohio
$1.66M +$109K +923 +7%
FNBTCON
1304
First National Bank & Trust Co of Newtown
Pennsylvania
$1.66M -$268K -2,265 -14%
GIM
1305
Guardian Investment Management
California
$1.66M
DBIA
1306
Dumont & Blake Investment Advisors
New Jersey
$1.65M +$1.78K +15 +0.1%
WAM
1307
Werlinich Asset Management
Connecticut
$1.65M +$1.63M +13,765 New
IAIM
1308
International Assets Investment Management
Florida
$1.65M +$936K +7,901 +123%
MWM
1309
Mission Wealth Management
California
$1.64M +$52.5K +443 +3%
GIM
1310
Goelzer Investment Management
Indiana
$1.63M -$89.6K -756 -5%
BSA
1311
Bull Street Advisors
Georgia
$1.63M
CWM
1312
Chesapeake Wealth Management
Virginia
$1.63M -$69K -582 -4%
PFC
1313
Poplar Forest Capital
California
$1.62M -$35.5K -300 -2%
VWA
1314
V Wealth Advisors
Kansas
$1.62M -$355 -3 -0%
VA
1315
Valmark Advisers
Ohio
$1.61M +$31.2K +263 +2%
SP
1316
Symmetry Partners
Connecticut
$1.6M -$144K -1,213 -8%
QT
1317
Quantbot Technologies
New York
$1.6M +$1.15M +9,737 +268%
AWM
1318
Avior Wealth Management
Nebraska
$1.6M +$1.13M +9,506 +247%
AI
1319
Accredited Investors
Minnesota
$1.6M -$103K -868 -6%
CQS
1320
Credential Qtrade Securities
$1.59M +$50.2K +424 +3%
LRIC
1321
Long Road Investment Counsel
Michigan
$1.59M
RCAG
1322
Rehmann Capital Advisory Group
Michigan
$1.58M +$9.12K +77 +0.6%
WBC
1323
West Branch Capital
Massachusetts
$1.58M -$29.7K -251 -2%
SIAP
1324
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.57M +$237 +2 +0%
WTFG
1325
Wells Trecaso Financial Group
Ohio
$1.57M -$201K -1,700 -12%

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.