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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
BCA
1751
Berman Capital Advisors
Georgia
$635K +$26.1K +240 +4%
GFS
1752
GYL Financial Synergies
Connecticut
$635K +$54.9K +505 +10%
UC
1753
Unio Capital
New Jersey
$634K
CBT
1754
CoreFirst Bank & Trust
Kansas
$632K +$627K +5,765 New
CA
1755
Continuum Advisory
Idaho
$631K -$1.52K -14 -0.2%
AFG
1756
Allegheny Financial Group
Pennsylvania
$629K +$624K +5,743 New
PFS
1757
Physicians Financial Services
North Carolina
$628K -$21.7K -200 -3%
SW
1758
SteelPeak Wealth
California
$627K +$32.6K +300 +6%
KOCAA
1759
Knights of Columbus Asset Advisors
Connecticut
$627K +$177K +1,628 +40%
CT
1760
Columbia Trust
Oregon
$627K +$624K +5,737 New
M
1761
Mirova
France
$626K +$511K +4,699 +458%
CWM
1762
Calamos Wealth Management
Illinois
$623K +$108K +998 +21%
CRIG
1763
Charter Research & Investment Group
Connecticut
$622K -$50K -460 -7%
DIA
1764
Davidson Investment Advisors
Montana
$620K -$25.2K -232 -4%
WPP
1765
Whalerock Point Partners
Rhode Island
$619K +$548K +5,040 +818%
GSWM
1766
Golden State Wealth Management
California
$614K +$46.5K +428 +8%
APW
1767
Acima Private Wealth
Virginia
$613K
AIM
1768
Alhambra Investment Management
Florida
$611K
FCA
1769
FLC Capital Advisors
California
$611K
TSW
1770
Thompson Siegel & Walmsley
Virginia
$611K
CWAG
1771
Compton Wealth Advisory Group
Virginia
$611K +$267K +2,459 +79%
MFW
1772
Mosaic Family Wealth
Missouri
$609K +$109 +1 +0%
CWM
1773
Centric Wealth Management
Illinois
$608K +$603K +5,549 New
BP
1774
Broadleaf Partners
Ohio
$603K +$21.7K +200 +4%
HPWM
1775
Highland Private Wealth Management
Washington
$602K -$3.7K -34 -0.6%

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.