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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
UFF
2426
USA Financial Formulas
Michigan
$78K -$1.28M -10,769 -94%
SC
2427
Solstein Capital
California
$77K +$76.3K +644 New
PSIWM
2428
Paradigm Strategies in Wealth Management
Minnesota
$76K +$75K +633 New
CTB
2429
Country Trust Bank
Illinois
$73K +$13K +110 +22%
BHWM
2430
Bay Harbor Wealth Management
Maryland
$71K +$9.71K +82 +16%
GIA
2431
Goodwin Investment Advisory
Georgia
$70K +$68.8K +581 New
WWMSC
2432
Wagner Wealth Management (South Carolina)
South Carolina
$70K +$69.5K +587 New
KFS
2433
Kelly Financial Services
Massachusetts
$69.9K +$118 +1 +0.2%
FFA
2434
Freedman Financial Associates
Massachusetts
$69K
ASBI
2435
American State Bank (Iowa)
Iowa
$68.8K
AIG
2436
American International Group
New York
$65.7K -$601K -5,074 -0.9%
LGWM
2437
Litman Gregory Wealth Management
California
$64K
AP
2438
Arlington Partners
Alabama
$63K
SFPG
2439
Stonebridge Financial Planning Group
Florida
$61K -$11.8K -100 -17%
CH
2440
Canton Hathaway
Rhode Island
$60K
CPA
2441
Cowen Prime Advisors
New York
$60K
ICM
2442
Islay Capital Management
Texas
$60K
BWL
2443
Bogart Wealth LLC
Virginia
$59K +$57.9K +489 New
AWM
2444
AllSquare Wealth Management
New York
$58K +$2.96K +25 +5%
HS
2445
Horan Securities
United States
$55K +$41.9K +354 +340%
PVH
2446
Psagot Value Holdings
Israel
$54K -$77K -650 -59%
SCA
2447
Stuart Chaussee & Associates
California
$54K +$21.4K +181 +68%
TIM
2448
Tortoise Investment Management
New York
$53K
SWM
2449
Selective Wealth Management
Virginia
$53K +$41.5K +350 +368%
JMF
2450
Johnson Midwest Financial
Iowa
$52K +$118 +1 +0.2%

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.