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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
P
1101
Pitcairn
Pennsylvania
$376K +$17.1K +385 +5%
ANTB
1102
AMG National Trust Bank
Colorado
$370K +$367K +8,269 New
RIG
1103
Renaissance Investment Group
Massachusetts
$369K -$17.3K -390 -5%
HSA
1104
HBK Sorce Advisory
Pennsylvania
$368K -$485K -10,941 -57%
BOS
1105
Bank of Stockton
California
$368K -$10.9K -245 -3%
LA
1106
Lau Associates
Delaware
$366K
RCA
1107
Rex Capital Advisors
Rhode Island
$365K
STI
1108
Susquehanna Trust & Investment
Pennsylvania
$364K -$8.82K -199 -2%
MCM
1109
Munder Capital Management
Michigan
$358K
BO
1110
Bank OZK
Arkansas
$358K +$356K +8,020 New
DT
1111
Diversified Trust
Tennessee
$354K
NPIT
1112
National Penn Investors Trust
Pennsylvania
$354K +$10.2K +230 +3%
WPC
1113
Waters Parkerson & Co
Louisiana
$350K -$79.8K -1,800 -19%
LDB
1114
Lee, Danner & Bass
Tennessee
$348K +$8.87K +200 +3%
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$343K -$4.92K -111 -1%
NFG
1116
Nadler Financial Group
Illinois
$341K -$59.8K -1,349 -15%
KTC
1117
Kistler-Tiffany Companies
Pennsylvania
$341K +$44 +1 +0%
ST
1118
Sentinel Trust
Texas
$339K -$27.7K -625 -8%
CT
1119
Coastline Trust
Rhode Island
$338K +$67.8K +1,530 +25%
SAMC
1120
Shinko Asset Management Company
Japan
$335K -$17.7K -400 -5%
LC
1121
Lourd Capital
California
$335K
ITIM
1122
Indiana Trust & Investment Management
Indiana
$334K -$22.2K -500 -6%
TCOO
1123
Trust Company of Oklahoma
Oklahoma
$334K -$163K -3,679 -33%
EGA
1124
Eagle Global Advisors
Texas
$331K
MCWS
1125
McKinley Carter Wealth Services
West Virginia
$330K +$49K +1,106 +18%

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.