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AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2651
Walled Lake Planning & Wealth Management
Illinois
$467K +$345 +2 +0.1%
LA
2652
Latitude Advisors
Florida
$467K +$4.31K +25 +1%
VWM
2653
Vigilare Wealth Management
Arizona
$467K -$28.3K -164 -6%
CWM
2654
Circle Wealth Management
New Jersey
$466K +$18.8K +109 +4%
HFP
2655
Holistic Financial Partners
Indiana
$466K -$8.27K -48 -2%
BWM
2656
Birchcreek Wealth Management
Ohio
$466K +$17.2K +100 +4%
RFA
2657
Resurgent Financial Advisors
Georgia
$465K -$17.2K -100 -4%
CFD
2658
Creative Financial Designs
Indiana
$465K -$59.3K -344 -12%
BA
2659
Ballast Advisors
Minnesota
$464K -$29.1K -169 -6%
WIA
2660
World Investment Advisors
California
$464K -$142K -823 -26%
FFA
2661
Fi3 Financial Advisors
Indiana
$464K +$21K +122 +5%
EFA
2662
Edge Financial Advisors
Illinois
$462K +$437K +2,538 New
BSSFA
2663
Baron Silver Stevens Financial Advisors
Florida
$462K +$109K +631 +33%
OWA
2664
Octavia Wealth Advisors
Ohio
$459K -$92.9K -539 -18%
IF
2665
IRON Financial
Illinois
$459K +$1.9K +11 +0.4%
GXJ
2666
Global X Japan
Japan
$459K +$38.9K +226 +10%
LW
2667
Libra Wealth
California
$457K -$53.4K -310 -11%
GFWA
2668
Grey Fox Wealth Advisors
Delaware
$457K +$1.03K +6 +0.2%
MFC
2669
Morris Financial Concepts
South Carolina
$457K -$3.79K -22 -0.9%
GFPC
2670
Global Financial Private Client
Florida
$457K +$689 +4 +0.2%
AF
2671
Apexium Financial
Texas
$456K -$31.5K -183 -7%
CAAM
2672
Cornerstone Advisors Asset Management
Pennsylvania
$455K
CISOA
2673
Capital Investment Services of America
Wisconsin
$454K -$26.7K -155 -6%
CWS
2674
Cypress Wealth Services
California
$452K +$151K +874 +54%
VA
2675
Verdad Advisers
Massachusetts
$452K +$428K +2,484 New

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.