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2,813 hedge funds and large institutions have $182B invested in Abbott in 2021 Q4 according to their latest regulatory filings, with 397 funds opening new positions, 1,067 increasing their positions, 954 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 397 | Existing positions closed: 78

40% more funds holding in top 10

Funds holding in top 10: 110154 (+44)

18% more capital invested

Capital invested by funds: $154B → $182B (+$27.7B)

12% more repeat investments, than reductions

Existing positions increased: 1,067 | Existing positions reduced: 954

11% more funds holding

Funds holding: 2,5302,813 (+283)

5% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.45B

0.1% more ownership

Funds ownership: 73.74%73.84% (+0.1%)

Holders
2,813
Holders Change
+283
Holders Change %
+11.19%
% of All Funds
43.28%
Holding in Top 10
154
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+40%
% of All Funds
2.37%
New
397
Increased
1,067
Reduced
954
Closed
78
Calls
$1.52B
Puts
$1.45B
Net Calls
+$71.6M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1426
Institute for Wealth Management
Colorado
$1.6M +$52.9K +413 +4%
SFS
1427
Summit Financial Strategies
Ohio
$1.6M +$1.79K +14 +0.1%
IP
1428
Investment Partners
Ohio
$1.6M +$174K +1,356 +14%
WAP
1429
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$79.6K +622 +6%
MWA
1430
Moser Wealth Advisors
Washington
$1.59M +$19.2K +150 +1%
PFBT
1431
Parkside Financial Bank & Trust
Missouri
$1.59M +$149K +1,165 +12%
CWM
1432
Calamos Wealth Management
Illinois
$1.59M +$12.9K +101 +0.9%
PCA
1433
Pallas Capital Advisors
Massachusetts
$1.58M -$2.15M -16,800 -57%
HZ
1434
Hixon Zuercher
Ohio
$1.58M +$58K +453 +4%
BWP
1435
BSW Wealth Partners
Colorado
$1.58M +$336K +2,626 +30%
SCFS
1436
S.C. Financial Services
Arizona
$1.58M +$1.56M +12,204 New
OBGC
1437
O'Brien Greene & Co
Pennsylvania
$1.58M -$137K -1,068 -9%
BF
1438
Blankinship & Foster
California
$1.58M -$4.1K -32 -0.3%
CPSAC
1439
Chas P. Smith & Associates (CPS)
Florida
$1.57M -$22.4K -175 -2%
NFGCM
1440
Norman Fields Gottscho Capital Management
New York
$1.57M
FANJ
1441
Financial Architects (New Jersey)
New Jersey
$1.57M -$108K -843 -7%
HCMT
1442
Highland Capital Management (Tennessee)
Tennessee
$1.57M +$256K +2,000 +22%
AWA
1443
Arkadios Wealth Advisors
Georgia
$1.57M +$48K +375 +3%
JGCM
1444
Joseph Group Capital Management
Ohio
$1.57M +$1.42M +11,124 New
EH
1445
Equitable Holdings
New York
$1.56M +$28.2K +220 +2%
PTC
1446
Provident Trust Company
Wisconsin
$1.56M
CWM
1447
Chesapeake Wealth Management
Virginia
$1.55M +$256 +2 +0%
CWA
1448
Clearview Wealth Advisors
Oregon
$1.55M +$626K +4,888 +80%
STA
1449
Summit Trail Advisors
New York
$1.55M +$1.41M +11,035 New
KFP
1450
KMG Fiduciary Partners
Ohio
$1.55M +$1.28K +10 +0.1%

ABT Hedge Fund Activity: Q4 2021 in Review

2,813 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2021, worth a combined $182B — up 18% from $154B a quarter earlier.

Buyers outnumbered sellers: 397 funds opened new ABT positions and 78 closed out — a net gain of 319 holders — while 1,067 added to existing stakes and 954 trimmed.

The largest buyer was BlackRock, adding an estimated $363M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 2,813 institutional investors held Abbott (ABT) as of Q4 2021, up from 2,530 in Q3 2021.
  • Funds reported $182B of Abbott stock for Q4 2021, up 18% quarter-over-quarter.
  • 397 funds opened new Abbott positions in Q4 2021 and 78 closed out, a net change of +319 holders.
  • The largest Abbott buyer in Q4 2021 was BlackRock, an estimated $363M added.
  • The largest Abbott seller in Q4 2021 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q4 2021.