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AbbVie

1,692 hedge funds and large institutions have $68.3B invested in AbbVie in 2016 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 648 increasing their positions, 669 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 8185 (+4)

2% more funds holding

Funds holding: 1,6541,692 (+38)

1% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

2% less capital invested

Capital invested by funds: $69.4B → $68.3B (-$1.08B)

3% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 669

1.09% less ownership

Funds ownership: 68.28%67.19% (-1.1%)

Holders
1,692
Holders Change
+38
Holders Change %
+2.3%
% of All Funds
42.29%
Holding in Top 10
85
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.94%
% of All Funds
2.12%
New
147
Increased
648
Reduced
669
Closed
86
Calls
$1.06B
Puts
$1.04B
Net Calls
+$12.1M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
676
Trust Company of Toledo
Ohio
$3.1M -$122 -2 -0%
W
677
Wealthfront
California
$3.1M +$343K +5,626 +13%
OIA
678
Optimum Investment Advisors
Illinois
$3.1M -$108K -1,775 -3%
FANJ
679
Financial Architects (New Jersey)
New Jersey
$3.09M +$7.26K +119 +0.2%
AA
680
Ancora Advisors
Ohio
$3.07M +$1.57M +25,756 +111%
MC
681
MRJ Capital
New York
$3.07M -$574K -9,400 -16%
AWP
682
Ascent Wealth Partners
New York
$3.06M +$4.21K +69 +0.1%
VAM
683
Visionary Asset Management
Texas
$3.06M +$180K +2,950 +6%
SPC
684
Sigma Planning Corp
Michigan
$3.05M +$344K +5,642 +13%
AL
685
Agran Libbie
California
$3.05M +$32K +525 +1%
BIM
686
Bridges Investment Management
Nebraska
$3.04M +$47.6K +780 +2%
NEAM
687
New England Asset Management
Connecticut
$3.01M +$73.2K +1,200 +3%
B
688
BancorpSouth
Mississippi
$3.01M +$180K +2,945 +7%
NTC
689
NF Trinity Capital
Hong Kong
$3.01M +$2.93M +48,000 New
EA
690
Edge Advisors
Georgia
$2.96M +$2.88M +47,244 New
1GA
691
1st Global Advisors
Texas
$2.96M +$370K +6,059 +15%
CA
692
Cetera Advisors
Colorado
$2.95M -$615K -10,075 -18%
BWAM
693
Boyd Watterson Asset Management
Ohio
$2.95M -$38.9K -637 -1%
WC
694
Whitnell & Co
Illinois
$2.94M -$132K -2,158 -4%
SA
695
Strategic Advisors
New York
$2.92M +$15.2K +249 +0.5%
SFWA
696
Summit Financial Wealth Advisors
Louisiana
$2.92M -$468K -7,664 -14%
PI
697
Putnam Investments
Massachusetts
$2.92M -$87.7K -1,437 -3%
GWM
698
Geneos Wealth Management
Colorado
$2.9M -$342K -5,607 -11%
DDC
699
Daniel Devine & Co
Florida
$2.89M
AAIM
700
American Assets Investment Management
California
$2.88M

ABBV Hedge Fund Activity: Q4 2016 in Review

1,692 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2016, worth a combined $68.3B — down 1.6% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ABBV positions and 86 closed out — a net gain of 61 holders — while 648 added to existing stakes and 669 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $836M. The largest seller was Baker Bros. Advisors, cutting an estimated $773M.

  • 1,692 institutional investors held AbbVie (ABBV) as of Q4 2016, up from 1,654 in Q3 2016.
  • Funds reported $68.3B of AbbVie stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 147 funds opened new AbbVie positions in Q4 2016 and 86 closed out, a net change of +61 holders.
  • The largest AbbVie buyer in Q4 2016 was Capital Research Global Investors, an estimated $836M added.
  • The largest AbbVie seller in Q4 2016 was Baker Bros. Advisors, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2016.