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2,530 hedge funds and large institutions have $154B invested in Abbott in 2021 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 997 increasing their positions, 980 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 81

1% more funds holding

Funds holding: 2,5042,530 (+26)

2% more repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 980

2% more capital invested

Capital invested by funds: $152B → $154B (+$2.33B)

0.11% less ownership

Funds ownership: 73.85%73.74% (-0.11%)

7% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.07B

5% less funds holding in top 10

Funds holding in top 10: 116110 (-6)

Holders
2,530
Holders Change
+26
Holders Change %
+1.04%
% of All Funds
44.28%
Holding in Top 10
110
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.17%
% of All Funds
1.93%
New
142
Increased
997
Reduced
980
Closed
81
Calls
$989M
Puts
$1.07B
Net Calls
-$78.9M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CASB
1676
Cape Ann Savings Bank
Massachusetts
$762K -$18.5K -151 -2%
LIM
1677
Loudon Investment Management
New Hampshire
$762K
PPW
1678
Parcion Private Wealth
Washington
$762K +$29.6K +241 +4%
PMG
1679
ProVise Management Group
Florida
$760K -$57.1K -465 -7%
SWA
1680
SFMG Wealth Advisors
Texas
$756K -$20.6K -168 -3%
RRCM
1681
Rappaport Reiches Capital Management
Illinois
$754K -$33.9K -276 -4%
JFA
1682
Johanson Financial Advisors
California
$750K -$58K -472 -7%
SFG
1683
Summit Financial Group
West Virginia
$749K -$90.9K -740 -10%
SAG
1684
Spotlight Asset Group
Illinois
$747K -$36.7K -299 -5%
KMWM
1685
Keudell/Morrison Wealth Management
Oregon
$747K -$35.9K -292 -4%
VAM
1686
Verity Asset Management
North Carolina
$746K -$70.5K -574 -8%
ACWM
1687
Adams Chetwood Wealth Management
North Carolina
$745K
SBF
1688
Sara-Bay Financial
Florida
$745K
WP
1689
Waycross Partners
Kentucky
$743K
TCWM
1690
Total Clarity Wealth Management
Illinois
$743K +$31K +252 +4%
PBO
1691
Peoples Bank (Ohio)
Ohio
$742K -$43.5K -354 -5%
ATFA
1692
All Terrain Financial Advisors
Minnesota
$742K
SAI
1693
Systematic Alpha Investments
New Jersey
$741K
EBSAM
1694
Eubel Brady & Suttman Asset Management
Ohio
$740K -$85.5K -696 -10%
BAM
1695
Brave Asset Management
New Jersey
$740K +$12.2K +99 +2%
VWM
1696
Valley Wealth Managers
New Jersey
$739K +$8.35K +68 +1%
ISB
1697
Iowa State Bank
Iowa
$736K -$97.7K -795 -11%
ST
1698
Sabal Trust
Florida
$736K
EI
1699
Ellevest Inc
New York
$736K +$166K +1,350 +28%
PWMG
1700
Pinnacle Wealth Management Group
Michigan
$735K

ABT Hedge Fund Activity: Q3 2021 in Review

2,530 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2021, worth a combined $154B — up 1.5% from $152B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new ABT positions and 81 closed out — a net gain of 61 holders — while 997 added to existing stakes and 980 trimmed.

The largest buyer was DZ Bank, adding an estimated $414M. The largest seller was Wellington Management Group, cutting an estimated $823M.

  • 2,530 institutional investors held Abbott (ABT) as of Q3 2021, up from 2,504 in Q2 2021.
  • Funds reported $154B of Abbott stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 142 funds opened new Abbott positions in Q3 2021 and 81 closed out, a net change of +61 holders.
  • The largest Abbott buyer in Q3 2021 was DZ Bank, an estimated $414M added.
  • The largest Abbott seller in Q3 2021 was Wellington Management Group, an estimated $823M sold.

Based on aggregated 13F filings for Q3 2021.