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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
BWG
2351
Beta Wealth Group
California
$210K +$208K +1,755 New
ZCA
2352
Zeke Capital Advisors
Pennsylvania
$209K +$207K +1,748 New
SFG
2353
SageGuard Financial Group
Tennessee
$208K +$205K +1,728 New
GFPC
2354
Global Financial Private Client
Florida
$208K +$118 +1 +0.1%
LA
2355
Legacy Advisors
Pennsylvania
$207K +$205K +1,729 New
VBFP
2356
Valtinson Bruner Financial Planning
Minnesota
$206K +$197K +1,661 New
MA
2357
MONECO Advisors
Connecticut
$206K +$204K +1,722 New
TLFA
2358
True Link Financial Advisors
California
$205K -$32.7K -276 -14%
SWM
2359
Shakespeare Wealth Management
Wisconsin
$205K +$203K +1,712 New
BDWM
2360
Brewin Dolphin Wealth Management
Ireland
$204K
SWA
2361
Safir Wealth Advisors
New Hampshire
$204K
PWG
2362
Private Wealth Group
Florida
$204K +$201K +1,699 New
AA
2363
Altman Advisors
Illinois
$204K +$201K +1,700 New
VFPI
2364
Vantage Financial Partners (Illinois)
Illinois
$204K +$201K +1,700 New
BFG
2365
Baron Financial Group
New Jersey
$203K
FMP
2366
Financial Management Professionals
Texas
$202K -$4.5K -38 -2%
RPA
2367
Rock Point Advisors
Vermont
$202K +$200K +1,688 New
CGA
2368
Crescent Grove Advisors
Illinois
$202K +$200K +1,689 New
FA
2369
Financial Avengers
California
$200K +$72.9K +615 +59%
MHR
2370
Matthew Hamilton Rosenberg
$197K -$39.7K -335 -17%
MF
2371
Manchester Financial
California
$194K +$107K +900 +126%
GC
2372
Garde Capital
Washington
$183K +$23.8K +201 +15%
CSC
2373
Cove Street Capital
California
$180K
HFA
2374
Hoover Financial Advisors
Pennsylvania
$179K -$18.2K -154 -9%
OAJ
2375
Ogorek Anthony Joseph
New York
$175K

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.