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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
CFSG
1376
Community Financial Services Group
Vermont
$1.39M +$169K +1,427 +14%
BP
1377
Ballentine Partners
Massachusetts
$1.38M -$23.8K -201 -2%
MAM
1378
McCarthy Asset Management
California
$1.38M
ADL
1379
Asset Dedication LLC
California
$1.38M -$637K -5,379 -32%
AW
1380
ACG Wealth
Georgia
$1.38M +$218K +1,839 +19%
WCA
1381
Westover Capital Advisors
Delaware
$1.37M -$91.5K -772 -6%
FNC
1382
First National Corp
Massachusetts
$1.37M +$8.89K +75 +0.7%
LWAC
1383
Laurel Wealth Advisors (California)
California
$1.37M +$73.2K +618 +6%
AAM
1384
Ascension Asset Management
New York
$1.37M +$1.36M +11,444 New
TW
1385
Transform Wealth
Colorado
$1.37M -$22.5K -190 -2%
RTC
1386
Riverview Trust Company
Washington
$1.37M -$16.9K -143 -1%
CI
1387
Cavalier Investments
Georgia
$1.37M +$75.1K +634 +6%
FBA
1388
Front Barnett Associates
Illinois
$1.36M
NFGCM
1389
Norman Fields Gottscho Capital Management
New York
$1.36M -$829 -7 -0.1%
ECM
1390
Evergreen Capital Management
Washington
$1.36M +$158K +1,332 +13%
TCOO
1391
Trust Company of Oklahoma
Oklahoma
$1.36M +$127K +1,075 +11%
CHP
1392
Cable Hill Partners
Oregon
$1.35M -$9.95K -84 -0.7%
CP
1393
Capital Planning
Washington
$1.35M -$50.7K -428 -4%
BF
1394
Blankinship & Foster
California
$1.35M
SAM
1395
S.A. Mason
Michigan
$1.34M +$237 +2 +0%
MFW
1396
Meristem Family Wealth
Minnesota
$1.34M -$296K -2,499 -18%
WP
1397
WealthSource Partners
California
$1.34M +$523K +4,415 +65%
ISB
1398
Iowa State Bank
Iowa
$1.34M -$390K -3,295 -23%
GAM
1399
Geier Asset Management
Maryland
$1.33M
SIA
1400
Soltis Investment Advisors
Utah
$1.33M -$217K -1,829 -14%

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.