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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
CFO
2701
Callan Family Office
Pennsylvania
$434K -$19.6K -114 -5%
SWIM
2702
Smallwood Wealth Investment Management
New Jersey
$434K
KBFS
2703
Kohmann Bosshard Financial Services
Ohio
$434K +$47.2K +274 +13%
SHFP
2704
Second Half Financial Partners
Florida
$434K +$17.6K +102 +4%
EAM
2705
Empirical Asset Management
Massachusetts
$434K +$735K +4,264 +168%
EBT
2706
Enterprise Bank & Trust
Massachusetts
$433K +$862 +5 +0.2%
MHWM
2707
Montz Harcus Wealth Management
Louisiana
$433K +$73.1K +424 +22%
NAMP
2708
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$432K
NCM
2709
Next Capital Management
New York
$432K +$65.5K +380 +19%
EWA
2710
Emergent Wealth Advisors
New York
$430K +$689 +4 +0.2%
KPWG
2711
KFA Private Wealth Group
Virginia
$430K +$35.7K +207 +10%
AWM
2712
AllSquare Wealth Management
New York
$429K
PFWA
2713
Paces Ferry Wealth Advisors
Georgia
$429K -$20K -116 -5%
WRPWM
2714
Werba Rubin Papier Wealth Management
California
$428K +$7.24K +42 +2%
PWM
2715
Partnership Wealth Management
Maryland
$428K
SRC
2716
Sage Rhino Capital
California
$428K +$14.6K +85 +4%
SIM
2717
SSI Investment Management
California
$428K -$5.51K -32 -1%
TPWA
2718
Twin Peaks Wealth Advisors
California
$427K +$2.76K +16 +0.7%
APWA
2719
Atlas Private Wealth Advisors
New Jersey
$427K -$359K -2,085 -47%
EWS
2720
Eagle Wealth Strategies
New Jersey
$425K -$17.1K -99 -4%
BIG
2721
Builder Investment Group
Georgia
$425K +$17.2K +100 +4%
WAM
2722
Walker Asset Management
Missouri
$425K +$3.27K +19 +0.8%
IA
2723
Insight Advisors
Pennsylvania
$424K +$1.21K +7 +0.3%
ACC
2724
Acorn Creek Capital
Colorado
$423K +$34.3K +199 +9%
SWA
2725
Strata Wealth Advisors
Texas
$422K +$399K +2,315 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.