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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
HC
2276
HNP Capital
New York
$244K -$15.9K -134 -6%
VRM
2277
Vectors Research Management
New York
$244K -$15.9K -134 -6%
EGWAG
2278
Elwood & Goetz Wealth Advisory Group
Georgia
$244K +$3.91K +33 +2%
FCFC
2279
First Citizens Financial Corp
Iowa
$243K
FPWM
2280
FSB Premier Wealth Management
Iowa
$243K +$118 +1 +0%
OWA
2281
Opal Wealth Advisors
New York
$243K +$3.91K +33 +2%
LF
2282
LifeSteps Financial
California
$241K -$5.92K -50 -2%
CPSC
2283
Carl P. Sherr & Co
Massachusetts
$241K
HWA
2284
HHM Wealth Advisors
Tennessee
$241K
WCM
2285
Windsor Capital Management
Arizona
$240K -$2.01K -17 -0.8%
WCM
2286
Wisconsin Capital Management
Wisconsin
$240K
UAS
2287
United Asset Strategies
New York
$240K +$238K +2,007 New
CWM
2288
CCG Wealth Management
California
$239K -$1.3K -11 -0.5%
CAM
2289
Costello Asset Management
Pennsylvania
$238K -$20.1K -170 -8%
DAC
2290
Dividend Assets Capital
South Carolina
$238K -$1.66K -14 -0.7%
ANB
2291
Amarillo National Bank
Texas
$238K
CHJWM
2292
Carlton Hofferkamp & Jenks Wealth Management
Texas
$238K +$3.32K +28 +1%
LA
2293
Latitude Advisors
Florida
$236K -$2.73K -23 -1%
MIC
2294
Meridian Investment Counsel
California
$236K
PAIM
2295
Punch & Associates Investment Management
Minnesota
$236K
PCIA
2296
Prime Capital Investment Advisors
Kansas
$236K +$118K +992 +101%
GIA
2297
Gladstone Institutional Advisory
Florida
$236K +$233K +1,965 New
CGH
2298
CMG Global Holdings
Texas
$236K +$233K +1,966 New
FPIS
2299
Financial Planning & Information Services
Wisconsin
$235K
ANBT
2300
American National Bank & Trust
Texas
$235K +$3.2K +27 +1%

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.