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AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1001
Lake Street Private Wealth
Illinois
$5.54M +$237K +1,373 +5%
LF
1002
Longbow Finance
Switzerland
$5.52M +$5.22M +30,308 New
PCG
1003
Prosperity Consulting Group
Maryland
$5.51M +$3.67M +21,304 +238%
PCA
1004
Pallas Capital Advisors
Massachusetts
$5.5M +$581K +3,374 +13%
CWA
1005
Clarity Wealth Advisors
California
$5.49M +$61.2K +355 +1%
EFS
1006
Essex Financial Services
Connecticut
$5.48M +$229K +1,326 +5%
HH
1007
Hilltop Holdings
Texas
$5.48M -$180K -1,046 -3%
NWM
1008
Nicola Wealth Management
British Columbia, Canada
$5.46M -$5.17M -30,000 -50%
UM
1009
UniSuper Management
Australia
$5.45M -$22M -127,666 -81%
TA
1010
Tectonic Advisors
Texas
$5.45M +$173K +1,005 +3%
BFO
1011
Biltmore Family Office
North Carolina
$5.45M -$68.9K -400 -1%
IA
1012
IFP Advisors
Florida
$5.45M -$216K -1,251 -4%
GAM
1013
Garrison Asset Management
Arkansas
$5.44M -$86.5K -502 -2%
QCM
1014
Qsemble Capital Management
New York
$5.42M +$5.13M +29,762 New
BCM
1015
Birmingham Capital Management
Alabama
$5.41M -$103K -600 -2%
GWM
1016
Geneos Wealth Management
Colorado
$5.41M -$145K -843 -3%
FTC
1017
Farmers Trust Company
Ohio
$5.4M +$65.3K +379 +1%
WBC
1018
West Branch Capital
Massachusetts
$5.4M +$68.9K +400 +1%
CCM
1019
Canal Capital Management
Virginia
$5.4M +$497K +2,886 +11%
AMI
1020
Amica Mutual Insurance
Rhode Island
$5.39M +$1.99M +11,537 +64%
MAS
1021
Meeder Advisory Services
Ohio
$5.39M +$173K +1,006 +4%
WSC
1022
Wellington Shields & Co
New York
$5.39M +$6.03K +35 +0.1%
CDH
1023
Charles D. Hyman
$5.39M +$132K +766 +3%
VIP
1024
Vista Investment Partners
Oklahoma
$5.36M +$20.2K +117 +0.4%
FHB
1025
First Hawaiian Bank
Hawaii
$5.36M -$575K -3,335 -10%

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.