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AbbVie

3,139 hedge funds and large institutions have $197B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,251 increasing their positions, 1,359 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.04B

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

0.07% less ownership

Funds ownership: 69.85%69.77% (-0.07%)

1% less funds holding

Funds holding: 3,1683,139 (-29)

8% less repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,359

13% less funds holding in top 10

Funds holding in top 10: 348303 (-45)

23% less capital invested

Capital invested by funds: $255B → $197B (-$58.3B)

Holders
3,139
Holders Change
-29
Holders Change %
-0.92%
% of All Funds
50.02%
Holding in Top 10
303
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-12.93%
% of All Funds
4.83%
New
158
Increased
1,251
Reduced
1,359
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
IF
2501
IRON Financial
Illinois
$463K +$2.29K +15 +0.5%
CCFM
2502
Clear Creek Financial Management
Washington
$463K -$5.2K -34 -1%
AGA
2503
Accuvest Global Advisors
Utah
$462K -$235K -1,538 -35%
KWMG
2504
King Wealth Management Group
Florida
$459K +$459 +3 +0.1%
OFG
2505
Oxford Financial Group
Indiana
$458K +$31.2K +204 +8%
KFS
2506
Kaizen Financial Strategies
California
$458K +$459 +3 +0.1%
BA
2507
Ballast Advisors
Minnesota
$458K +$11.3K +74 +3%
AIM
2508
Alhambra Investment Management
Florida
$458K +$19.1K +125 +5%
DWMS
2509
Dominguez Wealth Management Solutions
Virginia
$457K +$306 +2 +0.1%
RHP
2510
Royal Harbor Partners
Texas
$455K
TA
2511
Trellis Advisors
Washington
$455K +$3.67K +24 +0.8%
WFA
2512
Wellspring Financial Advisors
Ohio
$455K -$9.33K -61 -2%
FFA
2513
Fi3 Financial Advisors
Indiana
$455K +$22.8K +149 +6%
CTA
2514
Colonial Trust Advisors
South Carolina
$454K -$1.38K -9 -0.3%
FVWA
2515
Foster Victor Wealth Advisors
South Carolina
$453K +$25.2K +165 +6%
SFWC
2516
Strategic Family Wealth Counselors
New Jersey
$453K
SIM
2517
SSI Investment Management
California
$453K -$102K -667 -19%
ANB
2518
Amarillo National Bank
Texas
$452K
LIA
2519
LBMC Investment Advisors
Tennessee
$451K +$153 +1 +0%
ME
2520
McIlrath & Eck
Washington
$450K +$64.8K +424 +18%
GWM
2521
GDS Wealth Management
Texas
$450K +$431K +2,822 New
MGWM
2522
Marks Group Wealth Management
Minnesota
$450K +$91.4K +598 +27%
BCG
2523
Breakwater Capital Group
New Jersey
$449K +$31.2K +204 +8%
BWA
2524
Burt Wealth Advisors
Maryland
$449K +$17.4K +114 +4%
CWP
2525
Curated Wealth Partners
California
$449K -$19K -124 -4%

ABBV Hedge Fund Activity: Q1 2023 in Review

3,139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2023, worth a combined $197B — down 23% from $255B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ABBV positions and 117 closed out — a net gain of 41 holders — while 1,251 added to existing stakes and 1,359 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91B. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 3,139 institutional investors held AbbVie (ABBV) as of Q1 2023, down from 3,168 in Q4 2022.
  • Funds reported $197B of AbbVie stock for Q1 2023, down 23% quarter-over-quarter.
  • 158 funds opened new AbbVie positions in Q1 2023 and 117 closed out, a net change of +41 holders.
  • The largest AbbVie buyer in Q1 2023 was Charles Schwab, an estimated $1.91B added.
  • The largest AbbVie seller in Q1 2023 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q1 2023.