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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
LF
2101
Lee Financial
Texas
$326K
SRC
2102
Shufro Rose & Co
New York
$325K -$39.5K -363 -11%
COCM
2103
Charter Oak Capital Management
New Hampshire
$325K +$323K +2,972 New
AG
2104
AIA Group
Hong Kong
$324K +$293K +2,696 New
CA
2105
Claro Advisors
Massachusetts
$321K -$76.1K -700 -19%
JWA
2106
JFS Wealth Advisors
Pennsylvania
$320K
MC
2107
Mathes Company
New York
$318K
Ninety One (UK)
2108
Ninety One (UK)
United Kingdom
$318K
EI
2109
Ellevest Inc
New York
$318K +$21.4K +197 +7%
SRCM
2110
Swift Run Capital Management
Virginia
$318K +$54.3K +500 +21%
IF
2111
Ironwood Financial
Arizona
$318K +$250K +2,298 +377%
AC
2112
Athanor Capital
New York
$318K +$316K +2,903 New
TCBWMS
2113
Texas Capital Bank Wealth Management Services
Texas
$317K +$57.6K +530 +22%
CCFM
2114
Clear Creek Financial Management
Washington
$317K +$315K +2,899 New
SRC
2115
Sage Rhino Capital
California
$316K -$18.2K -167 -5%
SIA
2116
SeaBridge Investment Advisors
New Jersey
$315K
WCM
2117
Washburn Capital Management
Florida
$315K +$21.8K +201 +8%
PVWM
2118
Point View Wealth Management
New Jersey
$313K
PCM
2119
Palisade Capital Management
New Jersey
$312K
SIC
2120
Samalin Investment Counsel
New York
$309K -$62.6K -576 -17%
FBB
2121
Fulton Breakefield Broenniman
Maryland
$309K -$9.46K -87 -3%
OWA
2122
Octavia Wealth Advisors
Ohio
$309K +$307K +2,825 New
WWM
2123
WT Wealth Management
Arizona
$307K -$139K -1,281 -31%
SJL
2124
Shayne & Jacobs LLC
Tennessee
$307K
PA
2125
Parkside Advisors
California
$307K +$17.7K +163 +6%

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.