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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
HIM
1826
Hillsdale Investment Management
Ontario, Canada
$610K -$27.3K -230 -4%
PIM
1827
Perpetual Investment Management
Australia
$610K
FDCC
1828
Foster Dykema Cabot & Co
Massachusetts
$609K -$37K -312 -6%
OCG
1829
Opus Capital Group
Ohio
$604K -$109K -920 -15%
TW
1830
Towerpoint Wealth
California
$603K +$596K +5,028 New
POIA
1831
Pin Oak Investment Advisors
Texas
$600K -$175K -1,478 -23%
SFSG
1832
Sound Financial Strategies Group
Mississippi
$599K -$44K -371 -7%
Members Trust
1833
Members Trust
Florida
$599K -$38.4K -324 -6%
CIP
1834
Capital Insight Partners
Arizona
$599K
MIM
1835
Merrion Investment Management
New Jersey
$599K
PHAM
1836
Palisades Hudson Asset Management
Florida
$599K
WAM
1837
Westport Asset Management
Connecticut
$599K
MCM
1838
Marathon Capital Management
Maryland
$599K +$32.6K +275 +6%
AFS
1839
Access Financial Services
Minnesota
$599K +$67.5K +570 +13%
PFWA
1840
Paces Ferry Wealth Advisors
Georgia
$597K -$28.9K -244 -5%
WFMPM
1841
Woodley Farra Manion Portfolio Management
Indiana
$597K -$17.1K -144 -3%
FMT
1842
First Mercantile Trust
Tennessee
$597K +$222K +1,870 +60%
JIP
1843
JBJ Investment Partners
South Carolina
$596K +$10.1K +85 +2%
FPCP
1844
Fort Point Capital Partners
California
$593K
ARMC
1845
American Research & Management Company
Massachusetts
$592K -$57.5K -485 -9%
AC
1846
Apella Capital
Connecticut
$591K
NF
1847
Nikulski Financial
Iowa
$589K
CCA
1848
Column Capital Advisors
Indiana
$584K
RWP
1849
RWA Wealth Partners
Massachusetts
$584K +$8.53K +72 +1%
MAG
1850
MRA Advisory Group
New Jersey
$584K +$56.9K +480 +11%

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.