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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
KOC
2251
Koss-Olinger Consulting
Florida
$258K +$255K +2,153 New
HA
2252
HYA Advisors
Missouri
$258K +$256K +2,157 New
WGAM
2253
Wilkinson Global Asset Management
New York
$257K +$254K +2,141 New
AA
2254
Advisory Alpha
Michigan
$255K -$67.4K -569 -21%
RW
2255
REDW Wealth
New Mexico
$255K -$23.7K -200 -9%
ACM
2256
Ashford Capital Management
Delaware
$255K
PWP
2257
Personal Wealth Partners
Minnesota
$255K
DOA
2258
D'Orazio & Associates
Virginia
$255K +$118 +1 +0%
LFG
2259
Lazard Frères Gestion
France
$254K +$71.1K +600 +32%
BWP
2260
Bernardo Wealth Planning
Pennsylvania
$253K -$477K -4,030 -66%
AIA
2261
Angeles Investment Advisors
California
$253K
PWM
2262
PRW Wealth Management
Massachusetts
$252K -$35.3K -298 -12%
KCM
2263
Kathmere Capital Management
Pennsylvania
$252K -$6.75K -57 -3%
BWM
2264
Buckley Wealth Management
Nevada
$252K
LDFR
2265
Lehman & Derafelo Financial Resources
Pennsylvania
$252K
TIA
2266
Traphagen Investment Advisors
New Jersey
$252K +$17.8K +150 +8%
FM
2267
Family Management
New York
$251K -$14.6K -123 -6%
AFS
2268
Axiom Financial Strategies
Indiana
$249K +$16.4K +138 +7%
IP
2269
Innovative Portfolios
Indiana
$249K +$246K +2,079 New
GPFA
2270
Game Plan Financial Advisors
Ohio
$248K -$35.5K -300 -13%
AFAS
2271
Acorn Financial Advisory Services
Virginia
$248K -$30.6K -258 -11%
IAS
2272
IMA Advisory Services
Colorado
$248K -$7.11K -60 -3%
GWM
2273
Gray Wealth Management
Maine
$248K +$118 +1 +0%
RAM
2274
Riggs Asset Management
Pennsylvania
$245K
FFG
2275
Frisch Financial Group
New York
$245K +$9.83K +83 +4%

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.