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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
AA
2051
Aufman Associates
Pennsylvania
$375K -$21.5K -175 -5%
SWA
2052
Sax Wealth Advisors
New Jersey
$375K -$491 -4 -0.1%
CBFP
2053
Cedar Brook Financial Partners
Ohio
$374K -$30K -244 -7%
WCM
2054
Wedge Capital Management
North Carolina
$372K -$15.7K -128 -4%
BAM
2055
Beaumont Asset Management
Texas
$372K
SIA
2056
SeaBridge Investment Advisors
New Jersey
$372K +$34.1K +278 +10%
IF
2057
Ironwood Financial
Arizona
$372K +$48.5K +395 +14%
SIC
2058
Samalin Investment Counsel
New York
$371K +$369 +3 +0.1%
PFA
2059
Pinnacle Family Advisors
Missouri
$371K +$21.5K +175 +6%
AC
2060
Annandale Capital
Texas
$368K -$25.4K -207 -6%
MAM
2061
McLean Asset Management
Virginia
$367K +$7K +57 +2%
IP
2062
Innovative Portfolios
Indiana
$367K +$9.95K +81 +3%
WR
2063
WD Rutherford
Oregon
$366K -$75.5K -615 -17%
CSA
2064
Cottage Street Advisors
Massachusetts
$366K
SOAMC
2065
Spirit of America Management Corp
New York
$366K
BBW
2066
Blue Barn Wealth
Utah
$365K +$380K +3,093 New
CSWG
2067
Cardinal Strategic Wealth Guidance
Kentucky
$364K
FC
2068
Ferris Capital
Massachusetts
$364K +$352K +2,862 New
Wolverine Trading
2069
Wolverine Trading
Illinois
$364K +$374K +3,047 New
PCA
2070
Peddock Capital Advisors
Massachusetts
$363K
B
2071
Bellecapital
Switzerland
$362K
SWM
2072
Salvus Wealth Management
New Jersey
$362K +$87.1K +709 +30%
FDS
2073
First Dallas Securities
Texas
$360K
PAS
2074
Professional Advisory Services
Florida
$360K
COCM
2075
Charter Oak Capital Management
New Hampshire
$360K +$2.46K +20 +0.7%

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.