We are live on ! Find out more
ABBV icon

AbbVie

1,634 hedge funds and large institutions have $69.9B invested in AbbVie in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 621 increasing their positions, 698 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 8194 (+13)

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $62.5B → $69.9B (+$7.32B)

0% less funds holding

Funds holding: 1,6381,634 (-4)

2.72% less ownership

Funds ownership: 69.94%67.22% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 698

26% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.58B

Holders
1,634
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
43.6%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.51%
New
97
Increased
621
Reduced
698
Closed
86
Calls
$1.17B
Puts
$1.58B
Net Calls
-$411M
Net Calls Change
-$430M
Name Holding Trade Value Shares
Change
Change in
Stake
KFBMI
1001
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.24M
MIM
1002
Montgomery Investment Management
Maryland
$1.24M -$60.9K -1,000 -5%
IFS
1003
Ifrah Financial Services
Arkansas
$1.24M
BOC
1004
Barbara Oil Co
Illinois
$1.24M +$152K +2,500 +14%
MTC
1005
McDaniel Terry & Co
Texas
$1.23M +$345K +5,668 +40%
TWA
1006
TCI Wealth Advisors
Arizona
$1.23M +$34.8K +571 +3%
SACTSONJ
1007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.23M
AIA
1008
AIMZ Investment Advisors
California
$1.22M -$1.25M -20,593 -51%
CFMC
1009
Curbstone Financial Management Corp
New Hampshire
$1.22M -$67K -1,100 -5%
BIM
1010
Baldwin Investment Management
Pennsylvania
$1.21M -$27K -443 -2%
WSC
1011
Wellington Shields & Co
New York
$1.2M +$7.62K +125 +0.6%
ICAS
1012
Investors Capital Advisory Services
Massachusetts
$1.2M +$49.1K +806 +4%
DIP
1013
DT Investment Partners
Pennsylvania
$1.2M +$172K +2,818 +17%
FNBOO
1014
First National Bank of Omaha
Nebraska
$1.19M -$84.2K -1,382 -7%
CPA
1015
Capital Planning Advisors
California
$1.19M -$28.3K -465 -2%
LNC
1016
Lincoln National Corp
Pennsylvania
$1.19M +$33.6K +551 +3%
CIM
1017
CIM Investment Management
Pennsylvania
$1.19M +$498K +8,175 +74%
BA
1018
Bennicas & Associates
California
$1.18M -$36.6K -600 -3%
FHC
1019
First Houston Capital
Texas
$1.18M +$262K +4,300 +29%
WA
1020
WFG Advisors
Texas
$1.18M +$19.9K +326 +2%
WIS
1021
Wright Investors Service
Connecticut
$1.18M +$1.16M +19,040 New
IAS
1022
IMA Advisory Services
Colorado
$1.17M +$67.6K +1,110 +6%
JGGDR
1023
JGP Global Gestao de Recursos
Brazil
$1.16M +$291K +4,778 +34%
WIA
1024
Westbourne Investment Advisors
Maryland
$1.16M +$6.09K +100 +0.5%
PFS
1025
Prospera Financial Services
Texas
$1.15M -$141K -2,309 -11%

ABBV Hedge Fund Activity: Q2 2016 in Review

1,634 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2016, worth a combined $69.9B — up 12% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ABBV positions and 86 closed out — a net gain of 11 holders — while 621 added to existing stakes and 698 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $4.67B. The largest seller was Royal London Asset Management, cutting an estimated $1.36B.

  • 1,634 institutional investors held AbbVie (ABBV) as of Q2 2016, down from 1,638 in Q1 2016.
  • Funds reported $69.9B of AbbVie stock for Q2 2016, up 12% quarter-over-quarter.
  • 97 funds opened new AbbVie positions in Q2 2016 and 86 closed out, a net change of +11 holders.
  • The largest AbbVie buyer in Q2 2016 was Capital Research Global Investors, an estimated $4.67B added.
  • The largest AbbVie seller in Q2 2016 was Royal London Asset Management, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2016.