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
MNBTD
1101
Moody National Bank Trust Division
Texas
$903K +$2.44K +40 +0.3%
BSW
1102
Buckingham Strategic Wealth
Missouri
$903K +$2.74K +45 +0.3%
BTNA
1103
Bremer Trust National Association
Minnesota
$898K +$128K +2,097 +17%
SCM
1104
Southport Capital Management
Tennessee
$897K -$18.3K -300 -2%
SNBOSD
1105
Security National Bank of So Dak
Iowa
$897K +$11.6K +190 +1%
SBSB
1106
Sullivan, Bruyette, Speros & Blaney
Virginia
$897K +$883K +14,488 New
FMWA
1107
Forvis Mazars Wealth Advisors
Missouri
$891K -$54.1K -888 -6%
RC
1108
RegentAtlantic Capital
New Jersey
$888K -$53.3K -875 -6%
BDF
1109
Balasa Dinverno & Foltz
$887K +$78K +1,280 +10%
ANRIA
1110
American National Registered Investment Advisor
Texas
$885K
SCA
1111
Snowden Capital Advisors
New York
$884K +$438K +7,181 +101%
LDB
1112
Lee, Danner & Bass
Tennessee
$884K +$24.4K +400 +3%
BHBT
1113
Burke & Herbert Bank & Trust
Virginia
$881K -$8.84K -145 -1%
TAM
1114
Todd Asset Management
Kentucky
$880K -$37.5K -615 -4%
CA
1115
Cambridge Advisors
Nebraska
$875K
LNB
1116
Ledyard National Bank
$874K +$60.9K +1,000 +8%
RIM
1117
Regent Investment Management
Kentucky
$874K +$134K +2,194 +18%
CT
1118
Coastline Trust
Rhode Island
$871K +$35.6K +585 +4%
SIG
1119
Sky Investment Group
Connecticut
$869K -$16K -263 -2%
CCA
1120
Catalyst Capital Advisors
New York
$869K
JWBC
1121
J.W. Burns & Co
New York
$868K +$34.8K +571 +4%
AC
1122
Allstate Corporation
Illinois
$867K -$561K -9,200 -40%
YP
1123
Yellowstone Partners
Idaho
$866K -$50.8K -833 -6%
Acadian Asset Management
1124
Acadian Asset Management
Massachusetts
$865K -$1.37M -22,496 -62%
PAM
1125
Private Asset Management
California
$863K

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.