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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
SP
1626
Successful Portfolios
Florida
$869K
GHA
1627
GW Henssler & Associates
Georgia
$868K -$21.6M -182,157 -96%
Wealth Enhancement Advisory Services
1628
Wealth Enhancement Advisory Services
Minnesota
$866K +$90K +760 +12%
CA
1629
Calton & Associates
Florida
$865K -$106K -894 -11%
PI
1630
PFS Investments
Georgia
$864K +$213K +1,797 +33%
PCP
1631
Proficio Capital Partners
Massachusetts
$864K +$235K +1,980 +38%
MIAS
1632
Mason Investment Advisory Services
Virginia
$860K
SWA
1633
SFMG Wealth Advisors
Texas
$860K -$13.4K -113 -2%
WPA
1634
Winning Points Advisors
Florida
$860K +$29.6K +250 +4%
WAS
1635
Wealth Advisory Solutions
Indiana
$860K +$575K +4,856 +209%
FWM
1636
Frontier Wealth Management
Missouri
$859K -$382K -3,222 -31%
HC
1637
Hamilton Capital
Ohio
$859K -$50.5K -426 -6%
KMWM
1638
Keudell/Morrison Wealth Management
Oregon
$859K +$27.3K +230 +3%
MWA
1639
Meridian Wealth Advisors
Texas
$856K -$30.2K -255 -3%
LBC
1640
Lawrence B. Cohen
$850K -$61K -515 -7%
RIA
1641
Realta Investment Advisors
Delaware
$846K -$40.5K -342 -5%
PC
1642
Prairiewood Capital
North Dakota
$845K
CFA
1643
Camarda Financial Advisors
Florida
$844K +$46.8K +395 +6%
RC
1644
Reik & Co
New York
$841K
CWP
1645
Curated Wealth Partners
California
$841K +$107K +901 +15%
MCM
1646
McRae Capital Management
New Jersey
$840K -$23.7K -200 -3%
RWB
1647
RMR Wealth Builders
New Jersey
$839K +$305K +2,577 +58%
SCA
1648
Sippican Capital Advisors
Massachusetts
$836K -$9.48K -80 -1%
M
1649
Mirova
France
$833K +$146K +1,229 +21%
AFC
1650
AFT Forsyth & Company
Florida
$831K

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.