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AbbVie
ABBV

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: 81 → 85 (+4)

2% more funds holding

Funds holding: 1,654 → 1,692 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$836M
2
AIG
American International Group
New York
+$426M
3
GCM
Glenview Capital Management
New York
+$188M
4
State Street
State Street
Massachusetts
+$169M
5
Asset Management One
Asset Management One
Japan
+$141M

Top Sellers

Rank Fund Capital Flow
1
BBA
Baker Bros. Advisors
New York
-$773M
2
JHIU
Janus Henderson Investors US
Colorado
-$383M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$313M
4
JP Morgan Chase
JP Morgan Chase
New York
-$237M
5
MTB
Mizuho Trust & Banking
Japan
-$163M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
926
A.R.T. Advisors
New York
$1.64M +$116K +1,900 +8%
JFGIW
927
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M +$13.4K +220 +0.9%
MHIM
928
MacNealy Hoover Investment Management
Ohio
$1.63M -$3.36K -55 -0.2%
AB
929
AT Bancorp
Iowa
$1.63M -$49K -803 -3%
PAWC
930
P.A.W. Capital
Connecticut
$1.63M – – –
SIC
931
Shoker Investment Counsel
Ohio
$1.63M +$43.3K +709 +3%
WSTAM
932
Wilbanks Smith & Thomas Asset Management
Virginia
$1.62M +$64.3K +1,054 +4%
NFG
933
Next Financial Group
Texas
$1.61M +$67.4K +1,105 +4%
FPCG
934
Fort Pitt Capital Group
Pennsylvania
$1.61M +$44.9K +735 +3%
CAM
935
Cypress Asset Management
Texas
$1.61M -$7.93K -130 -0.5%
CIA
936
Capital Investment Advisors
Georgia
$1.61M +$40.1K +657 +3%
CNAM
937
Campbell Newman Asset Management
Wisconsin
$1.6M – – –
IT
938
Independence Trust
Tennessee
$1.6M +$69.6K +1,140 +5%
LCM
939
Laurion Capital Management
New York
$1.59M +$1.55M +25,400 New
RWM
940
RKL Wealth Management
Pennsylvania
$1.58M -$51K -835 -3%
PMG
941
ProVise Management Group
Florida
$1.58M -$36.6K -600 -2%
LIC
942
Lodestar Investment Counsel
Illinois
$1.58M +$39.1K +640 +3%
BEAM
943
Baker Ellis Asset Management
Washington
$1.57M -$48.8K -800 -3%
SMG
944
Spectrum Management Group
Indiana
$1.56M +$187K +3,060 +14%
MIC
945
Meridian Investment Counsel
California
$1.55M +$15.3K +250 +1%
CCT
946
Capital City Trust
Florida
$1.55M +$142K +2,320 +10%
AB
947
Atlas Brown
Kentucky
$1.54M – – –
FWM
948
Frontier Wealth Management
Missouri
$1.54M +$54.3K +889 +4%
WCM
949
Wunderlich Capital Managemnt
Tennessee
$1.53M -$9.77K -160 -0.6%
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$1.53M -$61K -1,000 -4%
36 37
38
39 40

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.