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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
926
Avalon Capital Management
California
$1.86M -$22.9K -340 -1%
CWM
927
CMH Wealth Management
New Hampshire
$1.86M +$20.5K +305 +1%
SSWM
928
Sheets Smith Wealth Management
North Carolina
$1.85M +$502K +7,472 +41%
CNAM
929
Campbell Newman Asset Management
Wisconsin
$1.85M
MHIM
930
MacNealy Hoover Investment Management
Ohio
$1.85M
CIA
931
Capital Investment Advisors
Georgia
$1.84M +$58.4K +868 +4%
11A
932
10-15 Associates
New York
$1.83M +$82.9K +1,233 +5%
HHAA
933
Henry H. Armstrong Associates
Pennsylvania
$1.83M
AFM
934
Abbot Financial Management
Massachusetts
$1.83M +$1.7M +25,278 New
FNFDCM
935
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.83M -$19.1K -284 -1%
DVM
936
Dreman Value Management
Florida
$1.82M +$188K +2,802 +13%
Cerity Partners
937
Cerity Partners
New York
$1.82M +$317K +4,713 +23%
AB
938
Atlas Brown
Kentucky
$1.82M -$8.07K -120 -0.5%
PA
939
Probity Advisors
Texas
$1.82M -$22.1K -328 -1%
BEAM
940
Baker Ellis Asset Management
Washington
$1.82M -$16.8K -250 -1%
PAWC
941
P.A.W. Capital
Connecticut
$1.81M -$67.2K -1,000 -4%
KL
942
KWMG LLC
Kansas
$1.81M +$121K +1,797 +8%
OMCS
943
Old Mutual Customised Solutions
South Africa
$1.79M
SAM
944
Strategy Asset Managers
California
$1.78M +$556K +8,266 +51%
FIM
945
Freedom Investment Management
Connecticut
$1.78M +$331K +4,928 +25%
Wellington Management Group
946
Wellington Management Group
Massachusetts
$1.77M +$5.71K +85 +0.3%
BWL
947
Bogart Wealth LLC
Virginia
$1.77M +$436K +6,491 +36%
PFSC
948
Peoples Financial Services Corp
Pennsylvania
$1.77M
PL
949
Plancorp LLC
Missouri
$1.76M +$269 +4 +0%
WCM
950
Wunderlich Capital Managemnt
Tennessee
$1.76M -$32.8K -488 -2%

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.