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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
WA
2326
Wambolt & Associates
Colorado
$222K +$2.37K +20 +1%
PCMC
2327
Private Capital Management (Colorado)
Colorado
$222K +$220K +1,853 New
HWM
2328
Hohimer Wealth Management
Washington
$221K -$168K -1,419 -44%
BWM
2329
BigSur Wealth Management
Florida
$221K
FSA
2330
Fort Sheridan Advisors
Illinois
$221K
HI
2331
Hudock Inc
Pennsylvania
$221K +$355 +3 +0.2%
CCFM
2332
Clear Creek Financial Management
Washington
$220K -$132K -1,110 -38%
FWM
2333
Focused Wealth Management
New York
$220K +$1.42K +12 +0.7%
HFS
2334
Howard Financial Services
Texas
$218K +$215K +1,818 New
BI
2335
Berkeley Inc
Idaho
$217K -$60.9K -514 -22%
CFA
2336
Cahill Financial Advisors
Minnesota
$217K +$214K +1,810 New
LWA
2337
Lineweaver Wealth Advisors
Ohio
$217K +$214K +1,810 New
BSA
2338
Braun Stacey Associates
New York
$216K +$213K +1,800 New
TAM
2339
Townsend Asset Management
North Carolina
$216K +$213K +1,800 New
AWA
2340
Acorn Wealth Advisors
Michigan
$214K +$211K +1,784 New
WFC
2341
Western Financial Corp
California
$213K -$502K -4,238 -70%
WG
2342
Watchman Group
Texas
$213K -$42.2K -356 -17%
TC
2343
Trust Company
Kansas
$213K -$7.7K -65 -4%
JWM
2344
Janiczek Wealth Management
Colorado
$212K +$42.5K +359 +25%
KTA
2345
Keeley-Teton Advisors
Illinois
$212K +$209K +1,767 New
WW
2346
Westshore Wealth
California
$212K +$210K +1,769 New
WAG
2347
Winthrop Advisory Group
Massachusetts
$212K +$210K +1,769 New
JIC
2348
Joel Isaacson & Co
New York
$211K +$208K +1,758 New
TA
2349
Trellis Advisors
Washington
$210K -$10.5K -89 -5%
CWM
2350
Chronos Wealth Management
Florida
$210K +$207K +1,750 New

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.