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AbbVie

1,692 hedge funds and large institutions have $68.3B invested in AbbVie in 2016 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 648 increasing their positions, 669 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 8185 (+4)

2% more funds holding

Funds holding: 1,6541,692 (+38)

1% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

2% less capital invested

Capital invested by funds: $69.4B → $68.3B (-$1.08B)

3% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 669

1.09% less ownership

Funds ownership: 68.28%67.19% (-1.1%)

Holders
1,692
Holders Change
+38
Holders Change %
+2.3%
% of All Funds
42.29%
Holding in Top 10
85
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.94%
% of All Funds
2.12%
New
147
Increased
648
Reduced
669
Closed
86
Calls
$1.06B
Puts
$1.04B
Net Calls
+$12.1M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1101
Autus Asset Management
Arizona
$993K +$6.78K +111 +0.7%
FCCM
1102
First City Capital Management
Georgia
$990K -$7.08K -116 -0.7%
WCBA
1103
Weaver C. Barksdale & Associates
Tennessee
$988K -$3.97K -65 -0.4%
SAM
1104
Strategy Asset Managers
California
$986K +$1.59K +26 +0.2%
ST
1105
Smithfield Trust
Pennsylvania
$984K +$23.8K +390 +3%
SNBOSCI
1106
Security National Bank of Sioux City Iowa
Iowa
$980K +$8.3K +136 +0.9%
FMWA
1107
Forvis Mazars Wealth Advisors
Missouri
$980K +$48K +786 +5%
IAS
1108
IMA Advisory Services
Colorado
$978K -$178K -2,919 -16%
FC
1109
Forte Capital
New York
$978K -$16.2K -265 -2%
WA
1110
WESPAC Advisors
California
$975K +$33.3K +545 +4%
RC
1111
RegentAtlantic Capital
New Jersey
$973K +$1.1K +18 +0.1%
GP
1112
Girard Partners
Pennsylvania
$973K +$2.5K +41 +0.3%
BPCE
1113
Bank Pictet & Cie (Europe)
Germany
$973K +$35.8K +586 +4%
LPC
1114
Loeb Partners Corp
New York
$969K +$945K +15,480 New
HA
1115
Halsey Associates
Connecticut
$968K
SBSB
1116
Sullivan, Bruyette, Speros & Blaney
Virginia
$966K -$10.3K -168 -1%
CL
1117
CPWM LLC
Washington
$957K -$28.1K -461 -3%
PFC
1118
Poplar Forest Capital
California
$955K
FFC
1119
First Financial Corp
Indiana
$942K -$50.5K -828 -5%
BFIM
1120
Beese Fulmer Investment Management
Ohio
$942K -$20.9K -342 -2%
BHBT
1121
Burke & Herbert Bank & Trust
Virginia
$941K
CCA
1122
Cobblestone Capital Advisors
New York
$939K -$6.96K -114 -0.8%
BG
1123
Bellevue Group
Switzerland
$939K
WOC
1124
West Oak Capital
California
$935K -$24.4K -400 -3%
LSA
1125
L & S Advisors
California
$933K +$201K +3,289 +28%

ABBV Hedge Fund Activity: Q4 2016 in Review

1,692 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2016, worth a combined $68.3B — down 1.6% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ABBV positions and 86 closed out — a net gain of 61 holders — while 648 added to existing stakes and 669 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $836M. The largest seller was Baker Bros. Advisors, cutting an estimated $773M.

  • 1,692 institutional investors held AbbVie (ABBV) as of Q4 2016, up from 1,654 in Q3 2016.
  • Funds reported $68.3B of AbbVie stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 147 funds opened new AbbVie positions in Q4 2016 and 86 closed out, a net change of +61 holders.
  • The largest AbbVie buyer in Q4 2016 was Capital Research Global Investors, an estimated $836M added.
  • The largest AbbVie seller in Q4 2016 was Baker Bros. Advisors, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2016.