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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
IFG
1401
Independent Financial Group
California
$1.33M -$38.1K -322 -3%
WA
1402
WESPAC Advisors
California
$1.33M -$243K -2,051 -16%
BAIA
1403
Bel Air Investment Advisors
California
$1.33M +$1.31M +11,074 New
TAM
1404
Trillium Asset Management
Massachusetts
$1.33M +$9.95K +84 +0.8%
BCP
1405
Blackhawk Capital Partners
Wisconsin
$1.32M
CIAS
1406
Capital Investment Advisory Services
North Carolina
$1.32M -$7.7K -65 -0.6%
AIM
1407
Aspen Investment Management
Michigan
$1.32M -$11.7K -99 -0.9%
FMLI
1408
Fukoku Mutual Life Insurance
Japan
$1.31M -$59.2K -500 -4%
CPA
1409
Court Place Advisors
Maryland
$1.31M
PBT
1410
Pictet Bank & Trust
Bahamas
$1.31M
LFS
1411
Legacy Financial Strategies
Kansas
$1.31M +$35K +295 +3%
ECM
1412
Estabrook Capital Management
New York
$1.31M
BFA
1413
Brendel Financial Advisors
New Hampshire
$1.31M
BFG
1414
Beacon Financial Group
Texas
$1.3M
LFF
1415
Level Four Financial
Texas
$1.3M -$26.4K -223 -2%
CCM
1416
Chilton Capital Management
Texas
$1.3M +$293K +2,474 +30%
OFS
1417
Orrstown Financial Services
Pennsylvania
$1.3M -$12K -101 -0.9%
BRWM
1418
B. Riley Wealth Management
Tennessee
$1.3M -$5.21K -44 -0.4%
HIC
1419
Hartline Investment Corp
Illinois
$1.3M
ACM
1420
Argyle Capital Management
Pennsylvania
$1.29M -$23.7K -200 -2%
HZ
1421
Hixon Zuercher
Ohio
$1.29M +$59.5K +502 +5%
RCA
1422
Resonant Capital Advisors
Wisconsin
$1.28M +$156K +1,317 +14%
ANRIA
1423
American National Registered Investment Advisor
Texas
$1.28M -$4.38K -37 -0.3%
QWM
1424
QP Wealth Management
New Jersey
$1.28M +$3.55K +30 +0.3%
LCM
1425
Leisure Capital Management
California
$1.28M +$42.9K +362 +4%

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.