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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
CWA
1726
Clearview Wealth Advisors
Oregon
$722K -$2.96K -25 -0.4%
WAM
1727
WNY Asset Management
New York
$722K +$206K +1,740 +41%
RCM
1728
RNC Capital Management
California
$720K -$720K -6,074 -50%
MFW
1729
Mosaic Family Wealth
Missouri
$720K +$52.6K +444 +8%
PAWC
1730
P.A.W. Capital
Connecticut
$719K
WC
1731
Westhampton Capital
North Carolina
$719K
NDSI
1732
Newman Dignan & Sheerar Inc
Rhode Island
$718K -$25.5K -215 -3%
CCP
1733
Clarkston Capital Partners
Michigan
$718K +$296K +2,500 +72%
JWCA
1734
J.W. Coons Advisors
Ohio
$715K
SBF
1735
Sara-Bay Financial
Florida
$714K -$948 -8 -0.1%
WPP
1736
Whalerock Point Partners
Rhode Island
$714K +$35.5K +300 +5%
RIG
1737
Renaissance Investment Group
Massachusetts
$713K -$11.8K -100 -2%
KIG
1738
Kowal Investment Group
Wisconsin
$713K +$1.9K +16 +0.3%
EWM
1739
Empirical Wealth Management
Washington
$713K +$72.5K +612 +11%
TLCM
1740
Twin Lakes Capital Management
California
$712K -$6.52K -55 -0.9%
DIM
1741
Delta Investment Management
California
$711K -$265K -2,235 -27%
RM
1742
Resource Management
Louisiana
$710K -$53.3K -450 -7%
FIM
1743
Fernwood Investment Management
Massachusetts
$710K
NVIM
1744
New Vernon Investment Management
Illinois
$709K
CSPIA
1745
Cary Street Partners Investment Advisory
Virginia
$706K -$1.11M -9,406 -61%
HWMA
1746
Heritage Wealth Management (Arizona)
Arizona
$704K +$696K +5,876 New
MWA
1747
Moser Wealth Advisors
Washington
$701K +$2.13K +18 +0.3%
LCM
1748
Legato Capital Management
California
$700K
PFS
1749
Physicians Financial Services
North Carolina
$700K +$11.8K +100 +2%
CIM
1750
CIM Investment Management
Pennsylvania
$699K -$23.2K -196 -3%

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.