We are live on ! Find out more

2,488 hedge funds and large institutions have $145B invested in Abbott in 2020 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 945 increasing their positions, 921 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 62

14% more call options, than puts

Call options by funds: $837M | Put options by funds: $732M

8% more funds holding

Funds holding: 2,3072,488 (+181)

3% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 921

1% more capital invested

Capital invested by funds: $143B → $145B (+$2.11B)

0.09% less ownership

Funds ownership: 74.11%74.02% (-0.09%)

28% less funds holding in top 10

Funds holding in top 10: 198143 (-55)

Holders
2,488
Holders Change
+181
Holders Change %
+7.85%
% of All Funds
44.02%
Holding in Top 10
143
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-27.78%
% of All Funds
2.53%
New
272
Increased
945
Reduced
921
Closed
62
Calls
$837M
Puts
$732M
Net Calls
+$105M
Net Calls Change
+$89.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2451
Sowa Financial Group
Rhode Island
$20K
HF
2452
Halpern Financial
Virginia
$19.8K
CMA
2453
Cedar Mountain Advisors
Oregon
$18K +$109 +1 +0.6%
GC
2454
Grace Capital
Massachusetts
$16K
LWA
2455
Lenox Wealth Advisors
New York
$15K +$7.5K +69 +96%
AL
2456
ADE LLC
Maryland
$15K +$15K +138 New
DWA
2457
Dougherty Wealth Advisers
Minnesota
$11K
HWM
2458
Holloway Wealth Management
Florida
$11K
MFT
2459
Moisand Fitzgerald Tamayo
Florida
$11K +$7.17K +66 +183%
SWP
2460
ShoreHaven Wealth Partners
New Jersey
$11K +$10.9K +100 New
HS
2461
Horan Securities
United States
$11K +$11.3K +104 New
CG
2462
Cutler Group
California
$10K -$307K -2,821 -97%
FA
2463
Financial Advantage
Maryland
$10K
SWM
2464
Selective Wealth Management
Virginia
$10K +$5.43K +50 +111%
LIA
2465
Luken Investment Analytics
Tennessee
$9K +$9.13K +84 New
AIL
2466
AGF Investments LLC
Ontario, Canada
$8K -$371K -3,411 -98%
AW
2467
Avion Wealth
Texas
$8K -$13.5K -124 -62%
TJHA
2468
Thomas J. Herzfeld Advisors
Florida
$8K
NDSI
2469
Newman Dignan & Sheerar Inc
Rhode Island
$6.8K
ACM
2470
AUA Capital Management
Pennsylvania
$6K -$109 -1 -2%
LWP
2471
Laurel Wealth Planning
Minnesota
$6K +$6.2K +57 New
CWA
2472
Carolina Wealth Advisors
South Carolina
$5K
WLPWM
2473
Walled Lake Planning & Wealth Management
Illinois
$5K
WAS
2474
Winch Advisory Services
Wisconsin
$5K
CBTWT
2475
Community Bank & Trust (Waco, Texas)
Texas
$4.22K -$8.59K -79 -0.2%

ABT Hedge Fund Activity: Q4 2020 in Review

2,488 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2020, worth a combined $145B — up 1.5% from $143B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new ABT positions and 62 closed out — a net gain of 210 holders — while 945 added to existing stakes and 921 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Wellington Management Group, cutting an estimated $416M.

  • 2,488 institutional investors held Abbott (ABT) as of Q4 2020, up from 2,307 in Q3 2020.
  • Funds reported $145B of Abbott stock for Q4 2020, up 1.5% quarter-over-quarter.
  • 272 funds opened new Abbott positions in Q4 2020 and 62 closed out, a net change of +210 holders.
  • The largest Abbott buyer in Q4 2020 was Fidelity Investments, an estimated $332M added.
  • The largest Abbott seller in Q4 2020 was Wellington Management Group, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.