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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
AWP
1476
Accretive Wealth Partners
New Jersey
$1.16M +$55.7K +470 +5%
HVP
1477
Hudson Value Partners
Florida
$1.16M +$59.2K +500 +5%
BWM
1478
BNC Wealth Management
Oregon
$1.16M +$17.5K +148 +2%
CW
1479
CreativeOne Wealth
Kansas
$1.15M +$278K +2,345 +32%
ITIM
1480
Indiana Trust & Investment Management
Indiana
$1.15M -$87.1K -735 -7%
CST
1481
Charles Schwab Trust
Nevada
$1.14M +$21.6K +182 +2%
SCM
1482
Silvant Capital Management
Georgia
$1.14M
NFG
1483
Next Financial Group
Texas
$1.14M -$577K -4,870 -34%
FAM
1484
Formidable Asset Management
Ohio
$1.13M -$120K -1,012 -10%
DI
1485
DAGCO Inc
Ohio
$1.13M -$50.4K -425 -4%
PIG
1486
Pantheon Investment Group
California
$1.13M +$78.6K +663 +8%
CWM
1487
Cornerstone Wealth Management
Missouri
$1.13M -$145K -1,226 -12%
IIC
1488
Integrated Investment Consultants
Michigan
$1.13M -$142K -1,197 -11%
FFG
1489
Fortem Financial Group
California
$1.13M -$2.84K -24 -0.3%
MFG
1490
Merit Financial Group
Georgia
$1.13M +$226K +1,904 +25%
RWA
1491
Redhawk Wealth Advisors
Minnesota
$1.12M -$18K -152 -2%
XI
1492
XXEC Inc
Oklahoma
$1.12M +$2.49K +21 +0.2%
OC
1493
Oakworth Capital
Alabama
$1.12M +$43.8K +370 +4%
EH
1494
Equitable Holdings
New York
$1.12M +$242K +2,042 +28%
JGIA
1495
Jackson Grant Investment Advisers
Connecticut
$1.12M +$829 +7 +0.1%
FMTC
1496
Farmers & Merchants Trust Company
California
$1.12M -$59K -498 -5%
CL
1497
CIM LLC
New York
$1.11M +$33.6K +284 +3%
JF
1498
Jump Financial
Illinois
$1.11M +$281K +2,368 +34%
HIC
1499
Holderness Investments Company
North Carolina
$1.11M -$47.4K -400 -4%
AI
1500
AdvisorShares Investments
Maryland
$1.1M +$65.4K +552 +6%

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.