We are live on ! Find out more
ABBV icon

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
SPC
876
Stewart & Patten Company
California
$952K -$246K -5,553 -21%
GA
877
Geneva Advisors
Illinois
$952K -$92.6K -2,088 -9%
FA
878
FMA Advisory
Pennsylvania
$952K -$11K -248 -1%
EB
879
Eastern Bank
Massachusetts
$950K -$63.3K -1,427 -6%
AWCI
880
Alpine Woods Capital Investors
New York
$948K +$6.65K +150 +0.7%
ANBTV
881
American National Bank & Trust (Virginia)
Virginia
$946K +$1.11K +25 +0.1%
SC
882
Schulhoff & Co
Ohio
$944K +$17.7K +400 +2%
RT
883
Reliance Trust
Georgia
$930K -$460K -10,374 -33%
SSWM
884
Sheets Smith Wealth Management
North Carolina
$929K
1SB
885
1ST Source Bank
Indiana
$924K -$8.6K -194 -0.9%
AAM
886
Augustine Asset Management
Florida
$924K +$6.43K +145 +0.7%
WCM
887
Weston Capital Management
California
$921K -$19.9K -450 -2%
SCM
888
Stonebridge Capital Management
California
$921K -$13.3K -300 -1%
PWP
889
Private Wealth Partners
California
$921K
BDF
890
Balasa Dinverno & Foltz
$915K +$2.7K +61 +0.3%
WA
891
WBH Advisory
Maryland
$909K -$41.1K -928 -4%
MC
892
Middleton & Co
Massachusetts
$908K -$41.1K -927 -4%
NCM
893
Narwhal Capital Management
Georgia
$908K +$46.5K +1,050 +5%
STMM
894
South Texas Money Management
Texas
$906K +$8.69K +196 +1%
TWA
895
TCI Wealth Advisors
Arizona
$905K -$26.6K -600 -3%
GCP
896
GSA Capital Partners
United Kingdom
$904K +$661K +14,901 +281%
PFM
897
PacWest Financial Management
Arizona
$903K +$31K +700 +4%
GIM
898
Guardian Investment Management
California
$900K
OMCS
899
Old Mutual Customised Solutions
South Africa
$899K
PAM
900
Premier Asset Management
Illinois
$899K +$891K +20,100 New

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.