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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
CBTWT
826
Community Bank & Trust (Waco, Texas)
Texas
$2.07M -$549 -9 -0%
LGC
827
Laurel Grove Capital
California
$2.06M +$17.2K +282 +0.9%
JSL
828
JT Stratford LLC
Georgia
$2.06M +$2.01M +32,942 New
GLRA
829
Gerald L. Ray & Associates
Texas
$2.06M -$14K -229 -0.7%
CA
830
Clearstead Advisors
Ohio
$2.06M +$2.01M +32,878 New
MCA
831
Morris Capital Advisors
Pennsylvania
$2.04M -$344K -5,639 -15%
PHIMC
832
Private Harbour Investment Management & Counsel
Ohio
$2.04M -$120K -1,963 -6%
AssetMark Inc
833
AssetMark Inc
California
$2.04M -$11.2K -183 -0.6%
CBU
834
CIBC Bank USA
Illinois
$2.04M +$336K +5,509 +20%
CSS
835
Cubist Systematic Strategies
Connecticut
$2.04M +$988K +16,184 +99%
AP
836
AHL Partners
United Kingdom
$2.02M +$501K +8,210 +34%
AWCI
837
Alpine Woods Capital Investors
New York
$2.02M -$9.16K -150 -0.5%
CWM
838
Concentric Wealth Management
California
$2.02M +$1.97M +32,289 New
AW
839
ACG Wealth
Georgia
$2.02M -$672K -11,004 -25%
MWM
840
Marietta Wealth Management
Georgia
$2.02M +$1.97M +32,272 New
TBNY
841
Trustco Bank (New York)
New York
$2.02M +$1.97M +32,277 New
BCA
842
Bray Capital Advisors
Florida
$2.02M -$22.3K -365 -1%
CIC
843
Cornercap Investment Counsel
Georgia
$2.02M +$1.06M +17,435 +118%
LPT
844
Legacy Private Trust
Wisconsin
$2.02M -$252K -4,125 -11%
VV
845
Verity & Verity
South Carolina
$2.02M +$189K +3,089 +11%
PI
846
Pettee Investors
Connecticut
$2.01M
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$2M +$14.8K +243 +0.8%
SNT
848
Security National Trust
West Virginia
$2M +$63.8K +1,046 +3%
KFS
849
Kurt F. Somerville
$1.99M -$6.1K -100 -0.3%
CWM
850
Concert Wealth Management
California
$1.99M -$1.98M -32,374 -50%

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.