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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
AO
1801
Advisor OS
Illinois
$613K -$186K -1,514 -23%
LB
1802
Leo Brokerage
Texas
$613K -$18.2K -148 -3%
AWM
1803
Aevitas Wealth Management
Massachusetts
$613K +$737 +6 +0.1%
SFSG
1804
Sound Financial Strategies Group
Mississippi
$612K -$3.07K -25 -0.5%
FPCP
1805
Fort Point Capital Partners
California
$612K +$27.9K +227 +5%
AIM
1806
Alhambra Investment Management
Florida
$607K
CG
1807
Corundum Group
Colorado
$607K +$31.6K +257 +5%
WA
1808
Waverly Advisors
Alabama
$607K +$113K +922 +24%
RIG
1809
Renaissance Investment Group
Massachusetts
$606K -$59.7K -486 -9%
FMTCOCP
1810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$606K -$14.1K -115 -2%
CA
1811
Continuum Advisory
Idaho
$606K -$7.25K -59 -1%
SAM
1812
Strategy Asset Managers
California
$603K -$693K -5,641 -52%
SIM
1813
SSI Investment Management
California
$603K
TW
1814
Towerpoint Wealth
California
$600K +$34.8K +283 +6%
GIM
1815
Greylin Investment Management
Virginia
$595K -$25.8K -210 -4%
LF
1816
Lantz Financial
Illinois
$595K +$12.3K +100 +2%
MAG
1817
MRA Advisory Group
New Jersey
$593K +$47K +383 +8%
EF
1818
Empowered Funds
Pennsylvania
$593K +$260K +2,115 +73%
CIP
1819
Capital Insight Partners
Arizona
$591K
WAM
1820
Westport Asset Management
Connecticut
$591K
EWM
1821
EPG Wealth Management
Georgia
$589K +$32.2K +262 +6%
EAM
1822
Evanson Asset Management
California
$588K +$59.9K +488 +11%
FAFN
1823
First Affirmative Financial Network
Colorado
$588K +$611K +4,974 New
AWAG
1824
ARS Wealth Advisors Group
Florida
$586K +$610K +4,964 New
FPFS
1825
First Personal Financial Services
North Carolina
$585K

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.