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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
CKAIS
2951
Christensen King & Associates Investment Services
Washington
$301K +$2.58K +15 +0.9%
USWIA
2952
UP Strategic Wealth Investment Advisors
Pennsylvania
$300K
VF
2953
Vawter Financial
Ohio
$300K -$17.2K -100 -6%
MPW
2954
Monterey Private Wealth
California
$300K -$8.27K -48 -3%
BMM
2955
Buffington Mohr McNeal
Idaho
$300K
WSWA
2956
Warren Street Wealth Advisors
California
$299K +$18.4K +107 +7%
SIC
2957
SJS Investment Consulting
Ohio
$298K +$13.1K +76 +5%
GPA
2958
Garrison Point Advisors
California
$298K +$17.2K +100 +7%
BWP
2959
Bernardo Wealth Planning
Pennsylvania
$297K +$6.72K +39 +2%
KWM
2960
KFG Wealth Management
Indiana
$296K +$1.72K +10 +0.6%
PWM
2961
PBMares Wealth Management
Virginia
$296K +$280K +1,624 New
FA
2962
Fountainhead AM
New Jersey
$295K +$2.24K +13 +0.8%
MAG
2963
Mayfair Advisory Group
Alabama
$295K +$17.2K +100 +7%
A
2964
AJOVista
Massachusetts
$293K
FNA
2965
First National Advisers
Nebraska
$293K +$278K +1,611 New
WFA
2966
WMG Financial Advisors
Tennessee
$293K +$25.5K +148 +10%
AWA
2967
Aletheian Wealth Advisors
Washington
$293K +$42.4K +246 +18%
DMC
2968
Drexel Morgan & Co
Pennsylvania
$293K
IFAM
2969
Institutional & Family Asset Management
Colorado
$293K -$14.5K -84 -5%
LWM
2970
Lyell Wealth Management
California
$293K +$4.31K +25 +2%
BCMLT
2971
Beacon Capital Management LLC (Tennessee)
Tennessee
$293K +$106K +617 +62%
PCMF
2972
Private Capital Management (Florida)
Florida
$293K -$32.2K -187 -10%
OPPS
2973
Obsidian Personal Planning Solutions
Maryland
$292K +$10.9K +63 +4%
BFWA
2974
Benchmark Financial Wealth Advisors
Florida
$292K +$23.8K +138 +9%
LPP
2975
Life Planning Partners
Florida
$292K +$276K +1,603 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.