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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
SCM
951
Sterneck Capital Management
Missouri
$727K -$92.2K -2,079 -11%
1IA
952
1834 Investment Advisors
Wisconsin
$727K -$27.8K -628 -4%
CCM
953
Condor Capital Management
New Jersey
$721K +$714K +16,108 New
BAIA
954
Bel Air Investment Advisors
California
$720K +$532 +12 +0.1%
IFB
955
iAB Financial Bank
Indiana
$719K -$35.5K -800 -5%
PAI
956
Pittenger & Anderson Inc
Nebraska
$719K +$7.31K +165 +1%
CA
957
Cetera Advisors
Colorado
$714K +$23.5K +531 +3%
NBC
958
Neuberger Berman Canada
Ontario, Canada
$711K +$705K +15,900 New
NAM
959
NTV Asset Management
West Virginia
$708K -$2.08K -47 -0.3%
SI
960
SII Investments
Wisconsin
$707K -$15.9K -358 -2%
CIC
961
Carnegie Investment Counsel
Ohio
$705K +$284K +6,396 +68%
BIM
962
Barton Investment Management
Pennsylvania
$704K
TT
963
Tower Trust
Indiana
$695K -$9.57K -216 -1%
ECM
964
Endex Capital Management
Kansas
$689K
BOS
965
Bingham Osborn & Scarborough
California
$686K +$60.6K +1,367 +10%
CIM
966
Calvert Investment Management
Maryland
$683K +$677K +15,268 New
ANRIA
967
American National Registered Investment Advisor
Texas
$682K -$35.7K -805 -5%
MNBTD
968
Moody National Bank Trust Division
Texas
$681K -$35.2K -795 -5%
MBE
969
Michael B. Elefante
$668K +$42.1K +950 +7%
WSA
970
Willow Street Advisors
Florida
$665K
BCM
971
BBT Capital Management
Texas
$660K -$46.4K -1,046 -7%
WOC
972
West Oak Capital
California
$659K -$79.1K -1,785 -11%
KIG
973
Kessler Investment Group
Indiana
$650K -$379K -8,543 -37%
CCM
974
Copeland Capital Management
Pennsylvania
$650K +$44.3K +1,000 +7%
FC
975
FIC Capital
New York
$644K

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.