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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
TLP
2301
Trinity Legacy Partners
Texas
$235K +$223K +1,886 New
4WM
2302
44 Wealth Management
Oregon
$234K -$198K -1,674 -46%
FSC
2303
Full Sail Capital
Oklahoma
$234K
RW
2304
Rede Wealth
Virginia
$234K +$231K +1,949 New
PIA
2305
Perennial Investment Advisors
California
$234K +$231K +1,950 New
OCM
2306
Osterweis Capital Management
California
$232K -$17.2K -145 -7%
CBOR
2307
Community Bank of Raymore
Missouri
$232K
HPIA
2308
Hamilton Point Investment Advisors
North Carolina
$232K
FVWA
2309
Foster Victor Wealth Advisors
South Carolina
$232K +$224K +1,889 New
JWA
2310
JFS Wealth Advisors
Pennsylvania
$230K -$118K -999 -34%
FPTW
2311
Franklin, Parlapiano, Turner & Welch
Texas
$230K
PIM
2312
Progressive Investment Management
Oregon
$230K
MFG
2313
Menard Financial Group
Texas
$230K +$6.99K +59 +3%
LSC
2314
Lesa Sroufe & Co
Washington
$229K
EWF
2315
Epstein & White Financial
California
$228K -$36.5K -308 -14%
MAG
2316
Mayfair Advisory Group
Alabama
$228K +$227K +1,915 New
BWM
2317
Biltmore Wealth Management
Arizona
$227K +$711 +6 +0.3%
CWP
2318
Concord Wealth Partners
Virginia
$227K +$14.5K +122 +7%
MKA
2319
M. Kulyk & Associates
Georgia
$227K +$225K +1,896 New
PWA
2320
Phoenix Wealth Advisors
North Carolina
$226K -$60.5K -511 -21%
OCPWS
2321
One Charles Private Wealth Services
Massachusetts
$224K +$221K +1,864 New
MA
2322
MCF Advisors
Kentucky
$223K +$103K +867 +87%
BIA
2323
Barry Investment Advisors
Massachusetts
$223K +$221K +1,864 New
MIM
2324
Meridiem Investment Management
United Kingdom
$222K -$210K -1,773 -49%
YMRC
2325
Yorktown Management & Research Company
Virginia
$222K -$195K -1,650 -47%

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.