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
WSC
926
Wellington Shields & Co
New York
$830K +$153K +3,450 +23%
CCA
927
Cobblestone Capital Advisors
New York
$822K -$26.2K -590 -3%
AF
928
Arrow Financial
New York
$819K -$207K -4,680 -20%
FAAM
929
First Allied Asset Management
California
$818K -$48.9K -1,103 -6%
NIC
930
Northwest Investment Counselors
Oregon
$813K -$49.2K -1,109 -6%
CBU
931
CIBC Bank USA
Illinois
$809K -$3.77M -84,940 -82%
IIC
932
Ironwood Investment Counsel
Arizona
$808K -$26.6K -600 -3%
Mariner
933
Mariner
Kansas
$807K +$245K +5,518 +44%
AB
934
Atlas Brown
Kentucky
$804K -$443K -9,992 -36%
SIA
935
Sit Investment Associates
Minnesota
$802K
FNBTCON
936
First National Bank & Trust Co of Newtown
Pennsylvania
$793K +$26.6K +600 +4%
Connor, Clark & Lunn Investment Management (CC&L)
937
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$787K -$1.76M -39,800 -70%
PFS
938
Penseco Financial Services
Pennsylvania
$786K
WAM
939
Wolverine Asset Management
Illinois
$782K +$519K +11,700 +202%
SNBOSCI
940
Security National Bank of Sioux City Iowa
Iowa
$777K -$1.37K -31 -0.2%
FMW
941
Farr Miller & Washington
District of Columbia
$771K -$46.5K -1,050 -6%
BAM
942
Burnham Asset Management
New York
$767K -$22.2K -500 -3%
BIM
943
Baldwin Investment Management
Pennsylvania
$765K -$15.5K -350 -2%
RAM
944
Roanoke Asset Management
New Jersey
$763K +$707K +15,954 New
B
945
BancorpSouth
Mississippi
$749K +$2.08K +47 +0.3%
WCBA
946
Weaver C. Barksdale & Associates
Tennessee
$741K
TSW
947
Thompson Siegel & Walmsley
Virginia
$739K -$205K -4,625 -22%
MAA
948
Mraz Amerine & Associates
California
$731K -$988K -22,294 -58%
FMWA
949
Forvis Mazars Wealth Advisors
Missouri
$731K -$2.53K -57 -0.3%
SAMNY
950
Samsung Asset Management (New York)
New York
$729K -$106K -2,400 -13%

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.