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AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
826
First Citizens Bank & Trust
North Carolina
$7.65M +$6.22M +36,100 +612%
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$7.62M +$1.28M +7,446 +22%
OIM
828
Opus Investment Management
Massachusetts
$7.59M
OAM
829
Oak Asset Management
California
$7.57M -$417K -2,421 -6%
MKC
830
M. Kraus & Co
Vermont
$7.55M +$201K +1,165 +3%
SHFA
831
SS&H Financial Advisors
Michigan
$7.54M -$1.8M -10,430 -20%
CF
832
Concorde Financial
Texas
$7.54M -$12.1K -70 -0.2%
FNBOMD
833
First National Bank of Mount Dora
Florida
$7.53M -$272K -1,576 -4%
AMM
834
American Money Management
California
$7.51M -$36.9K -214 -0.5%
SSG
835
Summit Securities Group
New York
$7.47M +$957K +5,550 +16%
TCOT
836
Trust Company of Toledo
Ohio
$7.45M -$113K -656 -2%
MWM
837
Mission Wealth Management
California
$7.44M +$580K +3,366 +9%
KFS
838
Keynote Financial Services
Connecticut
$7.43M +$7.03M +40,782 New
LMIM
839
Lockheed Martin Investment Management
Maryland
$7.42M -$3.6M -20,880 -32%
CWA
840
Carolina Wealth Advisors
South Carolina
$7.36M -$383K -2,223 -5%
CHC
841
City Holding Co
West Virginia
$7.34M +$75.5K +438 +1%
DWM
842
Dakota Wealth Management
Florida
$7.32M +$3.71M +21,553 +115%
CIAS
843
Capital Investment Advisory Services
North Carolina
$7.29M -$370K -2,144 -5%
CLGM
844
Capitolis Liquid Global Markets
New York
$7.28M -$12.1M -70,000 -64%
GIP
845
Greatmark Investment Partners
Georgia
$7.28M -$167K -970 -2%
OAM
846
Ostrum Asset Management
France
$7.26M -$684K -3,970 -9%
MFG
847
Merit Financial Group
Georgia
$7.25M +$3.19M +18,522 +72%
CAM
848
Cubic Asset Management
Massachusetts
$7.23M -$12.2K -71 -0.2%
FRM
849
Foundation Resource Management
Arkansas
$7.22M -$7.93K -46 -0.1%
IF
850
Insight Folios
North Carolina
$7.21M -$1.49M -8,661 -18%

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.