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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
SMG
1951
Spectrum Management Group
Indiana
$430K
MPW
1952
Monterey Private Wealth
California
$430K +$109 +1 +0%
AA
1953
Addison Advisors
Vermont
$429K +$426K +3,920 New
IF
1954
IRON Financial
Illinois
$427K -$19.1K -176 -4%
LCS
1955
Levin Capital Strategies
New York
$427K
D
1956
Diversified
Delaware
$427K +$427K +3,924 New
TCA
1957
Transcend Capital Advisors
New Jersey
$426K +$205K +1,885 +94%
EWM
1958
Evermay Wealth Management
Virginia
$425K
TPWA
1959
TRUE Private Wealth Advisors
Oregon
$424K -$111K -1,024 -21%
DWM
1960
Dorchester Wealth Management
Quebec, Canada
$424K -$9.24K -85 -2%
CWM
1961
Cranbrook Wealth Management
Michigan
$424K
NAMP
1962
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$424K +$10K +92 +2%
BWP
1963
Baldwin Wealth Partners
Massachusetts
$422K -$4.46K -41 -1%
MF
1964
Montis Financial
Massachusetts
$422K +$401K +3,693 New
GB
1965
Goepper Burkhardt
South Carolina
$422K +$418K +3,850 New
AWM
1966
Avior Wealth Management
Nebraska
$421K +$7.72K +71 +2%
BA
1967
Bristlecone Advisors
Washington
$420K -$13.9K -128 -3%
VST
1968
Van Strum & Towne
California
$419K +$416K +3,827 New
VWA
1969
Visionary Wealth Advisors
Illinois
$418K +$415K +3,817 New
PFC
1970
Phocas Financial Corp
California
$417K +$414K +3,810 New
BONST
1971
Bank of Nova Scotia Trust
Ontario, Canada
$416K -$22.5K -207 -5%
FAG
1972
Financial Advisory Group
Texas
$415K +$53.4K +491 +15%
HCM
1973
HMS Capital Management
Tennessee
$414K -$30.9K -284 -7%
WA
1974
WealthTrust Axiom
Pennsylvania
$414K
ACM
1975
Aljian Capital Management
Nevada
$414K +$9.46K +87 +2%

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.