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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
676
Hardman Johnston Global Advisors
Connecticut
$3.7M
GA
677
Geneva Advisors
Illinois
$3.69M -$18.4K -274 -0.5%
OPCM
678
Osborne Partners Capital Management
California
$3.66M -$37.3K -555 -1%
LCC
679
Lincoln Capital Corp
Rhode Island
$3.65M +$31.9K +475 +1%
NPC
680
National Planning Corporation
California
$3.65M +$185K +2,754 +6%
YIA
681
YHB Investment Advisors
Connecticut
$3.65M +$23.3K +347 +0.7%
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$3.63M -$37K -550 -1%
SHCM
683
Stokes & Hubbell Capital Management
Louisiana
$3.63M +$387K +5,759 +13%
HIH
684
HRS Investment Holdings
New York
$3.63M +$336K +5,000 +11%
DWA
685
Douglass Winthrop Advisors
New York
$3.58M -$379K -5,637 -10%
AWP
686
Ascent Wealth Partners
New York
$3.55M -$30.3K -450 -0.9%
BCMO
687
Buckingham Capital Management (Ohio)
Ohio
$3.54M -$444K -6,603 -12%
WSCM
688
Wellington Shields Capital Management
New York
$3.5M -$583K -8,678 -15%
MSWM
689
Mader & Shannon Wealth Management
Missouri
$3.46M +$3.21M +47,691 New
FFWA
690
FRG Family Wealth Advisors
Washington
$3.44M +$23.7K +352 +0.7%
LBC
691
Lowe Brockenbrough & Co
Virginia
$3.43M -$28.9K -430 -0.9%
BIM
692
Bridges Investment Management
Nebraska
$3.42M +$53.6K +798 +2%
SS
693
Simplicity Solutions
Minnesota
$3.42M +$202K +2,998 +7%
BSPF
694
British Steel Pension Fund
United Kingdom
$3.42M
BAS
695
Brown Advisory Securities
Maryland
$3.42M +$16.4K +244 +0.5%
1GA
696
1st Global Advisors
Texas
$3.41M -$51.6K -768 -2%
SIC
697
Sigma Investment Counselors
Michigan
$3.39M -$39.7K -590 -1%
KWMG
698
King Wealth Management Group
Florida
$3.39M +$100K +1,489 +3%
OIA
699
Optimum Investment Advisors
Illinois
$3.38M -$136K -2,028 -4%
SA
700
Strategic Advisors
New York
$3.37M -$38.1K -566 -1%

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.