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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
HKIM
1676
Hayek Kallen Investment Management
Alabama
$795K
SAG
1677
Spotlight Asset Group
Illinois
$793K -$6.52K -55 -0.8%
ECM
1678
EagleClaw Capital Management
Massachusetts
$792K -$10.3K -87 -1%
PIN
1679
Prudent Investors Network
California
$792K +$48.9K +413 +7%
VAM
1680
Verity Asset Management
North Carolina
$792K +$65.4K +552 +9%
CWC
1681
Carolinas Wealth Consulting
North Carolina
$790K +$11K +93 +1%
ACM
1682
Allred Capital Management
Texas
$788K -$2.73K -23 -0.3%
RWM
1683
Ritholtz Wealth Management
New York
$787K +$222K +1,877 +40%
WCM
1684
WealthBridge Capital Management
Ohio
$786K
NG
1685
NWK Group
California
$785K -$18.6K -157 -2%
HC
1686
Henshaw Capital
Massachusetts
$783K +$269K +2,270 +53%
PGA
1687
Portland Global Advisors
Maine
$780K +$41K +346 +6%
BCM
1688
Brasada Capital Management
Texas
$779K -$207K -1,750 -21%
AMCA
1689
Arthur M. Cohen & Associates
Illinois
$779K
SFS
1690
Summit Financial Strategies
Ohio
$779K +$23.7K +200 +3%
LIM
1691
Loudon Investment Management
New Hampshire
$773K -$23.7K -200 -3%
ERWM
1692
Elk River Wealth Management
Colorado
$773K
BAM
1693
Brave Asset Management
New Jersey
$773K +$765K +6,454 New
HFM
1694
Harvest Fund Management
China
$769K +$15.3K +129 +2%
SCM
1695
Southport Capital Management
Tennessee
$769K +$272K +2,294 +56%
MSFS
1696
Main Street Financial Solutions
Pennsylvania
$768K +$4.74K +40 +0.6%
TFM
1697
TFC Financial Management
Massachusetts
$767K
PG
1698
Patten Group
Tennessee
$764K +$7.7K +65 +1%
SIM
1699
Sonora Investment Management
Arizona
$763K -$156K -1,313 -17%
BOM
1700
Bank of Marin
California
$762K

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.