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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
SW
1351
StrongBox Wealth
Missouri
$1.49M +$78.2K +660 +6%
OWP
1352
Obermeyer Wealth Partners
Colorado
$1.47M +$481K +4,058 +49%
EW
1353
Evoke Wealth
California
$1.47M +$1.03M +8,658 +241%
SS
1354
Simplicity Solutions
Minnesota
$1.46M -$7.65M -64,575 -84%
OBGC
1355
O'Brien Greene & Co
Pennsylvania
$1.46M
CPSAC
1356
Chas P. Smith & Associates (CPS)
Florida
$1.46M -$26.1K -220 -2%
MA
1357
Modus Advisors
Minnesota
$1.45M -$25.7K -217 -2%
PK
1358
Pflug Koory
Nebraska
$1.45M -$57K -481 -4%
GCM
1359
Gunderson Capital Management
South Carolina
$1.45M +$215K +1,816 +18%
PSB
1360
Piscataqua Savings Bank
New Hampshire
$1.44M +$1.42M +11,998 New
UH
1361
Unigestion Holding
Switzerland
$1.44M +$1.42M +12,001 New
SA
1362
Strategic Advisors
New York
$1.44M +$21.4K +181 +2%
GRQ
1363
Gardner Russo & Quinn
Pennsylvania
$1.44M
SRSA
1364
S.R. Schill & Associates
Washington
$1.43M +$200K +1,686 +16%
NL
1365
NWAM LLC
Washington
$1.43M -$30.2K -255 -2%
SEC
1366
Seven Eight Capital
New York
$1.43M
HL
1367
HeadInvest LLC
Maine
$1.43M -$27.8K -235 -2%
CIM
1368
Corda Investment Management
Texas
$1.43M -$6.16K -52 -0.4%
LJAC
1369
L.J. Altfest & Co
New York
$1.42M +$130K +1,100 +10%
AR
1370
Advisory Research
Illinois
$1.41M -$1.21M -10,211 -47%
AIM
1371
Allen Investment Management
New York
$1.4M
BHA
1372
Beech Hill Advisors
New York
$1.4M
GC
1373
GFG Capital
Florida
$1.4M +$13.3K +112 +1%
SSWM
1374
Sheets Smith Wealth Management
North Carolina
$1.4M +$17.1K +144 +1%
KFP
1375
KMG Fiduciary Partners
Ohio
$1.39M +$34.4K +290 +3%

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.