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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
FWM
1001
Frontier Wealth Management
Missouri
$1.53M -$1.21K -18 -0.1%
BOS
1002
Bingham Osborn & Scarborough
California
$1.53M +$118K +1,754 +9%
RHJA
1003
Rice Hall James & Associates
California
$1.52M
VKH
1004
Virtu KCG Holdings
New York
$1.52M +$1.01M +14,980 +249%
CAM
1005
Cypress Asset Management
Texas
$1.52M -$245K -3,650 -15%
AWM
1006
Avior Wealth Management
Nebraska
$1.52M -$40.3K -599 -3%
WA
1007
WESPAC Advisors
California
$1.52M +$520K +7,735 +59%
ECM
1008
Estabrook Capital Management
New York
$1.52M -$6.72K -100 -0.5%
TTWM
1009
TCV Trust & Wealth Management
Virginia
$1.51M -$59.5K -885 -4%
KFC
1010
Klingenstein Fields & Co
New York
$1.51M -$26.5K -394 -2%
NA
1011
NewEdge Advisors
Louisiana
$1.51M +$445K +6,626 +46%
DWT
1012
Dorsey & Whitney Trust
South Dakota
$1.51M +$51.2K +761 +4%
SFSG
1013
Stearns Financial Services Group
North Carolina
$1.5M +$1.88K +28 +0.1%
LJAC
1014
L.J. Altfest & Co
New York
$1.49M +$64.4K +958 +5%
RIM
1015
Rampart Investment Management
Connecticut
$1.49M +$1.08M +16,019 +356%
RCAMU
1016
Rothschild & Co Asset Management US
Connecticut
$1.46M -$114K -1,691 -8%
MIM
1017
Montgomery Investment Management
Maryland
$1.46M
CAMG
1018
CWA Asset Management Group
Florida
$1.46M +$21.3K +317 +2%
WCA
1019
Westover Capital Advisors
Delaware
$1.45M +$666K +9,907 +98%
KFBMI
1020
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.45M
BOC
1021
Barbara Oil Co
Illinois
$1.45M
LNC
1022
Lincoln National Corp
Pennsylvania
$1.45M -$38.1K -566 -3%
SACTSONJ
1023
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.44M
LNB
1024
Ledyard National Bank
$1.44M +$96.7K +1,439 +8%
PCM
1025
Perkins Capital Management
Minnesota
$1.43M -$1.68K -25 -0.1%

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.