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AbbVie

3,365 hedge funds and large institutions have $217B invested in AbbVie in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,467 increasing their positions, 1,316 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.77B | Put options by funds: $2.09B

24% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 125

11% more repeat investments, than reductions

Existing positions increased: 1,467 | Existing positions reduced: 1,316

0.63% more ownership

Funds ownership: 71.06%71.68% (+0.63%)

0% less funds holding

Funds holding: 3,3803,365 (-15)

5% less capital invested

Capital invested by funds: $228B → $217B (-$11.2B)

21% less funds holding in top 10

Funds holding in top 10: 224178 (-46)

Holders
3,365
Holders Change
-15
Holders Change %
-0.44%
% of All Funds
48.59%
Holding in Top 10
178
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-20.54%
% of All Funds
2.57%
New
155
Increased
1,467
Reduced
1,316
Closed
125
Calls
$2.77B
Puts
$2.09B
Net Calls
+$686M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
826
Money Concepts Capital
Florida
$7.19M -$88K -531 -1%
TCOT
827
Trust Company of Toledo
Ohio
$7.18M +$154K +931 +2%
AP
828
Appleton Partners
Massachusetts
$7.17M -$80K -483 -1%
OIM
829
Opus Investment Management
Massachusetts
$7.15M
WP
830
WealthPLAN Partners
Nebraska
$7.14M -$184K -1,112 -3%
CWA
831
Carolina Wealth Advisors
South Carolina
$7.11M +$163K +987 +2%
SHFA
832
SS&H Financial Advisors
Michigan
$7.11M
DWA
833
Douglass Winthrop Advisors
New York
$7.09M -$133K -801 -2%
MKC
834
M. Kraus & Co
Vermont
$7.09M -$21.5K -130 -0.3%
OAM
835
Oak Asset Management
California
$7.07M -$54.7K -330 -0.8%
IWA
836
Icon Wealth Advisors
Texas
$7.07M +$420K +2,538 +7%
AMM
837
American Money Management
California
$7.05M -$19.2K -116 -0.3%
KFS
838
Keynote Financial Services
Connecticut
$7.04M +$43.7K +264 +0.6%
FTDI
839
First Trust Direct Indexing
Massachusetts
$7.02M +$1.07M +6,471 +19%
CAM
840
Columbia Asset Management
Michigan
$6.95M +$28.5K +172 +0.4%
CHC
841
City Holding Co
West Virginia
$6.94M +$24.5K +148 +0.4%
PWM
842
Pacific Wealth Management
California
$6.93M +$120K +727 +2%
IF
843
Insight Folios
North Carolina
$6.92M +$125K +752 +2%
CIAS
844
Capital Investment Advisory Services
North Carolina
$6.89M +$17.9K +108 +0.3%
FTIS
845
First Trust Investment Solutions
Florida
$6.87M +$118K +713 +2%
MWM
846
Mission Wealth Management
California
$6.87M -$136K -824 -2%
CLGM
847
Capitolis Liquid Global Markets
New York
$6.86M
DWM
848
Dakota Wealth Management
Florida
$6.86M -$37.6K -227 -0.6%
Bank Julius Baer & Co
849
Bank Julius Baer & Co
Switzerland
$6.83M -$1.82M -10,990 -23%
Fisher Asset Management
850
Fisher Asset Management
Washington
$6.83M +$973K +5,876 +17%

ABBV Hedge Fund Activity: Q2 2024 in Review

3,365 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2024, worth a combined $217B — down 4.9% from $228B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ABBV positions and 125 closed out — a net gain of 30 holders — while 1,467 added to existing stakes and 1,316 trimmed.

The largest buyer was Capital World Investors, adding an estimated $979M. The largest seller was Capital International Investors, cutting an estimated $1.57B.

  • 3,365 institutional investors held AbbVie (ABBV) as of Q2 2024, down from 3,380 in Q1 2024.
  • Funds reported $217B of AbbVie stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 155 funds opened new AbbVie positions in Q2 2024 and 125 closed out, a net change of +30 holders.
  • The largest AbbVie buyer in Q2 2024 was Capital World Investors, an estimated $979M added.
  • The largest AbbVie seller in Q2 2024 was Capital International Investors, an estimated $1.57B sold.

Based on aggregated 13F filings for Q2 2024.