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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
CP
3276
Castleview Partners
Texas
$88.1K +$345 +2 +0.4%
FGAM
3277
Financial Gravity Asset Management
Texas
$84.8K -$758K -4,400 -90%
PP
3278
Paloma Partners
Connecticut
$83.6K -$365K -2,119 -82%
AFS
3279
Annapolis Financial Services
Maryland
$82.7K -$32.9K -191 -30%
TCM
3280
Tradewinds Capital Management
Washington
$81.9K -$8.62K -50 -10%
HC
3281
Hoese & Co
Minnesota
$81.5K -$2.76K -16 -3%
RWM
3282
Ruedi Wealth Management
Illinois
$80.2K +$172 +1 +0.2%
MIM
3283
Macroview Investment Management
Maryland
$76.7K -$7.41K -43 -9%
GWSA
3284
Global Wealth Strategies & Associates
Colorado
$76.1K
TWD
3285
True Wealth Design
Ohio
$74.8K +$29.8K +173 +73%
RFG
3286
REAP Financial Group
Texas
$74.1K -$155K -901 -69%
KFP
3287
Keener Financial Planning
Texas
$73K
NECFA
3288
New England Capital Financial Advisors
Connecticut
$72.5K
SFA
3289
Semmax Financial Advisors
North Carolina
$72.1K -$13.4K -78 -15%
FSWA
3290
Financial Synergies Wealth Advisors
Texas
$70.3K +$42.6K +247 +178%
NC
3291
NewSquare Capital
Pennsylvania
$68.1K -$3.79K -22 -6%
YDMI
3292
Y.D. More Investments
Israel
$67.4K
T
3293
Tidemark
California
$65.1K -$40.7K -236 -40%
ICM
3294
Islay Capital Management
Texas
$63.7K
TC
3295
Tacita Capital
Ontario, Canada
$63.4K +$10.9K +63 +22%
GAG
3296
Goodman Advisory Group
Massachusetts
$63.2K
NMM
3297
Naples Money Management
Florida
$62.8K +$689 +4 +1%
TCG
3298
Transcendent Capital Group
Oklahoma
$60.1K
HFS
3299
HBC Financial Services
Washington
$59K +$172 +1 +0.3%
ETS
3300
ESL Trust Services
New York
$58.3K +$55.1K +320 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.