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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
LKIM
1901
Lawson Kroeker Investment Management
Nebraska
$526K
FFA
1902
Founders Financial Alliance
North Carolina
$525K +$40.3K +340 +8%
CA
1903
Capital Advantage
California
$524K +$2.13K +18 +0.4%
MFG
1904
Monte Financial Group
Connecticut
$524K +$117K +987 +29%
CF
1905
Copperwynd Financial
Arizona
$523K +$45K +380 +10%
PCG
1906
Private Capital Group
Connecticut
$522K -$425K -3,588 -45%
BHC
1907
Bowen Hanes & Co
Florida
$522K
CPO
1908
Cerity Partners OCIO
New York
$521K -$779K -6,574 -60%
CL
1909
COWA LLC
Oklahoma
$521K
PCM
1910
Pointe Capital Management
Michigan
$519K
TWM
1911
Tradition Wealth Management
Minnesota
$518K +$7.7K +65 +2%
TCM
1912
Tributary Capital Management
Nebraska
$517K +$511K +4,315 New
NIM
1913
Nexus Investment Management
Ontario, Canada
$515K
TCM
1914
Tradewinds Capital Management
Washington
$515K
CWM
1915
Circle Wealth Management
New Jersey
$515K +$104K +881 +26%
HWM
1916
HighMark Wealth Management
Minnesota
$513K -$4.5K -38 -0.9%
KTC
1917
Kistler-Tiffany Companies
Pennsylvania
$513K
LIM
1918
Lathrop Investment Management
Arkansas
$512K -$53.4K -451 -10%
NCM
1919
Nelson Capital Management
California
$511K -$224K -1,887 -31%
BIA
1920
Bigelow Investment Advisors
Maine
$511K -$4.98K -42 -1%
JIP
1921
Jaffetilchin Investment Partners
Florida
$510K -$139K -1,170 -22%
SFP
1922
Sandbox Financial Partners
Maryland
$510K +$15.3K +129 +3%
AF
1923
Affiance Financial
Minnesota
$509K -$1.07K -9 -0.2%
HR
1924
Howe & Rusling
New York
$507K -$2.13K -18 -0.4%
SIM
1925
Sadoff Investment Management
Wisconsin
$506K

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.