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AbbVie

1,296 hedge funds and large institutions have $49B invested in AbbVie in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 477 increasing their positions, 562 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $297M | Put options by funds: $111M

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $44.6B → $49B (+$4.47B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

0.88% more ownership

Funds ownership: 68.14%69.02% (+0.88%)

1% more funds holding

Funds holding: 1,2861,296 (+10)

15% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 562

Holders
1,296
Holders Change
+10
Holders Change %
+0.78%
% of All Funds
42.02%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.36%
New
76
Increased
477
Reduced
562
Closed
53
Calls
$297M
Puts
$111M
Net Calls
+$185M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
RT
651
Rockland Trust
Massachusetts
$2.04M +$54.1K +1,221 +3%
SBWIC
652
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.04M -$228K -5,133 -10%
LPC
653
Loeb Partners Corp
New York
$2.04M
ASC
654
Atalanta Sosnoff Capital
New York
$2.04M -$6.65K -150 -0.3%
KCMRT
655
Kemper Corp Master Retirement Trust
Illinois
$2.04M
JPMIA
656
J.P. Marvel Investment Advisors
Massachusetts
$2.03M
CCM
657
Catawba Capital Management
Virginia
$2.03M +$4.65K +105 +0.2%
PLFAM
658
Pineno Levin & Ford Asset Management
Virginia
$2.02M +$4.43K +100 +0.2%
PWW
659
Pettyjohn Wood & White
Virginia
$2.02M +$11.8K +267 +0.6%
BHIA
660
Birch Hill Investment Advisors
Massachusetts
$2.01M -$213K -4,812 -10%
CCFCSB
661
Cape Cod Five Cents Savings Bank
Massachusetts
$2.01M -$326K -7,361 -14%
CIBC World Market
662
CIBC World Market
Ontario, Canada
$1.99M +$154K +3,480 +8%
WG
663
Winchester Group
New York
$1.99M -$1.65M -37,250 -46%
ECM
664
ETrade Capital Management
Virginia
$1.99M +$456K +10,294 +30%
AHC
665
Adell Harriman & Carpenter
Texas
$1.97M +$224K +5,049 +13%
WCA
666
Westover Capital Advisors
Delaware
$1.97M -$335K -7,559 -15%
SAM
667
Smithbridge Asset Management
Pennsylvania
$1.96M -$11.5K -260 -0.6%
BFA
668
Bragg Financial Advisors
North Carolina
$1.96M +$15.5K +350 +0.8%
SSWM
669
Smith Salley Wealth Management
North Carolina
$1.92M +$66.4K +1,498 +4%
SCIA
670
Sanibel Captiva Investment Advisers
Illinois
$1.9M +$221K +4,992 +13%
SC
671
SouthState Corp
Florida
$1.89M +$283K +6,385 +18%
JIM
672
Jensen Investment Management
Oregon
$1.88M -$69.2K -1,561 -4%
WSCM
673
Wellington Shields Capital Management
New York
$1.87M
AB
674
Amalgamated Bank
New York
$1.86M -$43.9K -990 -2%
AIM
675
Arcadia Investment Management
Michigan
$1.86M -$22.2K -500 -1%

ABBV Hedge Fund Activity: Q3 2013 in Review

1,296 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2013, worth a combined $49B — up 10% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ABBV positions and 53 closed out — a net gain of 23 holders — while 477 added to existing stakes and 562 trimmed.

The largest buyer was Vanguard Group, adding an estimated $136M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 1,296 institutional investors held AbbVie (ABBV) as of Q3 2013, up from 1,286 in Q2 2013.
  • Funds reported $49B of AbbVie stock for Q3 2013, up 10% quarter-over-quarter.
  • 76 funds opened new AbbVie positions in Q3 2013 and 53 closed out, a net change of +23 holders.
  • The largest AbbVie buyer in Q3 2013 was Vanguard Group, an estimated $136M added.
  • The largest AbbVie seller in Q3 2013 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2013.