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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
VFA
701
Voya Financial Advisors
Connecticut
$2.86M +$100K +1,640 +4%
FFWA
702
FRG Family Wealth Advisors
Washington
$2.86M +$435K +7,130 +19%
MMG
703
Monetary Management Group
Missouri
$2.85M +$4.58K +75 +0.2%
KCMRT
704
Kemper Corp Master Retirement Trust
Illinois
$2.85M
Bessemer Group
705
Bessemer Group
New Jersey
$2.85M -$763K -12,496 -22%
HT
706
HighTower Trust
Texas
$2.84M -$257K -4,212 -9%
BAS
707
Brown Advisory Securities
Maryland
$2.83M +$138K +2,267 +5%
LBC
708
Lowe Brockenbrough & Co
Virginia
$2.83M -$53.4K -875 -2%
PLFAM
709
Pineno Levin & Ford Asset Management
Virginia
$2.83M -$47.3K -775 -2%
HIH
710
HRS Investment Holdings
New York
$2.82M -$153K -2,500 -5%
AIM
711
Anchor Investment Management
South Carolina
$2.79M -$17K -278 -0.6%
KWMG
712
King Wealth Management Group
Florida
$2.77M +$659K +10,794 +32%
CAM
713
Cubic Asset Management
Massachusetts
$2.74M
KT
714
Kanaly Trust
Texas
$2.74M +$62.6K +1,026 +2%
FBT
715
First Bankers Trust
Kentucky
$2.73M -$87.5K -1,434 -3%
NPC
716
National Planning Corporation
California
$2.73M -$109K -1,790 -4%
FTC
717
Farmers Trust Company
Ohio
$2.73M +$133K +2,181 +5%
WSFS
718
Wilmington Savings Fund Society
Delaware
$2.73M -$97.2K -1,592 -4%
PL
719
Parthenon LLC
Kentucky
$2.7M
RMCM
720
Reynders McVeigh Capital Management
Massachusetts
$2.7M -$76.3K -1,250 -3%
AC
721
Alley Company
Illinois
$2.7M -$153K -2,500 -5%
WIC
722
Whitegate Investment Counselors
New Hampshire
$2.7M -$87.1K -1,427 -3%
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$2.67M +$12.6K +206 +0.5%
ECML
724
Eagle Capital Management (Louisiana)
Louisiana
$2.67M -$48.6K -796 -2%
LA
725
LVW Advisors
New York
$2.67M +$51.6K +846 +2%

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.