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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
AHB
776
Abner Herrman & Brock
New Jersey
$1.36M -$893K -20,150 -40%
Citadel Advisors
777
Citadel Advisors
Florida
$1.36M -$43.5K -982 -3%
MM
778
Midas Management
New York
$1.34M
PGIM
779
Pacific Global Investment Management
California
$1.34M -$576 -13 -0%
ACP
780
Aviance Capital Partners
Florida
$1.34M +$77.7K +1,753 +6%
PMG
781
ProVise Management Group
Florida
$1.33M +$116K +2,610 +10%
NPC
782
National Planning Corporation
California
$1.32M +$214K +4,830 +20%
MIP
783
Marietta Investment Partners
Wisconsin
$1.31M
ICRM
784
Insight Capital Research & Management
California
$1.3M -$703K -15,852 -37%
HHAA
785
Henry H. Armstrong Associates
Pennsylvania
$1.3M
WTIM
786
Wilmington Trust Investment Management
Delaware
$1.3M
OIA
787
Optimum Investment Advisors
Illinois
$1.3M +$1.29M +29,019 New
BCB
788
Brian C. Broderick
$1.29M -$21.3K -480 -2%
KB
789
Kimelman & Baird
New York
$1.27M
PFC
790
Phocas Financial Corp
California
$1.26M +$18.2K +410 +1%
RIA
791
Regal Investment Advisors
Michigan
$1.26M +$306K +6,897 +32%
CWM
792
Concert Wealth Management
California
$1.25M -$7.71K -174 -0.6%
SWM
793
Segment Wealth Management
Texas
$1.24M +$69.2K +1,560 +6%
SFSG
794
Stearns Financial Services Group
North Carolina
$1.24M -$44.8K -1,010 -4%
BWAM
795
Boyd Watterson Asset Management
Ohio
$1.24M +$9.62K +217 +0.8%
BTW
796
Boston Trust Walden
Massachusetts
$1.24M -$44.3K -1,000 -3%
AB
797
AT Bancorp
Iowa
$1.24M +$30.9K +696 +3%
RMDI
798
R.M. Davis Inc
Maine
$1.24M -$6.65K -150 -0.5%
Toronto Dominion Bank
799
Toronto Dominion Bank
Ontario, Canada
$1.22M -$110K -2,490 -8%
CSUI
800
Cincinnati Specialty Underwriters Insurance
Ohio
$1.22M

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.