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2,488 hedge funds and large institutions have $145B invested in Abbott in 2020 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 945 increasing their positions, 921 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 62

14% more call options, than puts

Call options by funds: $837M | Put options by funds: $732M

8% more funds holding

Funds holding: 2,3072,488 (+181)

3% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 921

1% more capital invested

Capital invested by funds: $143B → $145B (+$2.11B)

0.09% less ownership

Funds ownership: 74.11%74.02% (-0.09%)

28% less funds holding in top 10

Funds holding in top 10: 198143 (-55)

Holders
2,488
Holders Change
+181
Holders Change %
+7.85%
% of All Funds
44.02%
Holding in Top 10
143
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-27.78%
% of All Funds
2.53%
New
272
Increased
945
Reduced
921
Closed
62
Calls
$837M
Puts
$732M
Net Calls
+$105M
Net Calls Change
+$89.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1626
Sargent Investment Group
Maryland
$803K +$195K +1,790 +32%
MWP
1627
Meridian Wealth Partners
Pennsylvania
$801K -$43.7K -402 -5%
EH
1628
Equitable Holdings
New York
$798K -$20.8K -191 -3%
SWA
1629
SFMG Wealth Advisors
Texas
$798K +$326K +2,995 +70%
CW
1630
CreativeOne Wealth
Kansas
$796K +$126K +1,156 +19%
SP
1631
Successful Portfolios
Florida
$794K -$15.3K -141 -2%
CWM
1632
Concentric Wealth Management
California
$792K -$35.3K -325 -4%
MCM
1633
McRae Capital Management
New Jersey
$790K
AWP
1634
Abacus Wealth Partners
California
$789K +$783K +7,203 New
MIAS
1635
Mason Investment Advisory Services
Virginia
$786K
LWAM
1636
Legacy Wealth Asset Management
Minnesota
$786K +$780K +7,177 New
ST
1637
Sabal Trust
Florida
$782K +$543 +5 +0.1%
SIA
1638
Strategic Investment Advisors
Michigan
$781K +$112K +1,031 +17%
YIA
1639
YHB Investment Advisors
Connecticut
$777K +$39.8K +366 +5%
SCA
1640
Sippican Capital Advisors
Massachusetts
$773K -$73.6K -677 -9%
SLWA
1641
San Luis Wealth Advisors
California
$773K +$767K +7,060 New
OA
1642
Oxbow Advisors
Texas
$772K +$66.3K +610 +9%
PC
1643
Prairiewood Capital
North Dakota
$772K +$767K +7,052 New
CIC
1644
Chase Investment Counsel
Virginia
$771K +$766K +7,044 New
CASB
1645
Cape Ann Savings Bank
Massachusetts
$770K +$765K +7,035 New
RC
1646
Reik & Co
New York
$768K
PWP
1647
Principle Wealth Partners
Connecticut
$762K +$235K +2,159 +45%
AWA
1648
ARS Wealth Advisors
Florida
$761K +$37.4K +344 +5%
KMWM
1649
Keudell/Morrison Wealth Management
Oregon
$760K +$4.46K +41 +0.6%
AFC
1650
AFT Forsyth & Company
Florida
$759K +$10.9K +100 +1%

ABT Hedge Fund Activity: Q4 2020 in Review

2,488 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2020, worth a combined $145B — up 1.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new ABT positions and 62 closed out — a net gain of 210 holders — while 945 added to existing stakes and 921 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Wellington Management Group, cutting an estimated $416M.

  • 2,488 institutional investors held Abbott (ABT) as of Q4 2020, up from 2,307 in Q3 2020.
  • Funds reported $145B of Abbott stock for Q4 2020, up 1.5% quarter-over-quarter.
  • 272 funds opened new Abbott positions in Q4 2020 and 62 closed out, a net change of +210 holders.
  • The largest Abbott buyer in Q4 2020 was Fidelity Investments, an estimated $332M added.
  • The largest Abbott seller in Q4 2020 was Wellington Management Group, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.