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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
CEP
1126
Chicago Equity Partners
Illinois
$930K +$626K +10,260 +223%
LDB
1127
Lee, Danner & Bass
Tennessee
$928K +$38.8K +636 +4%
NCM
1128
Northside Capital Management
Oregon
$924K +$19.8K +325 +2%
ICM
1129
IMS Capital Management
Oregon
$923K +$144K +2,351 +19%
OSNBOA
1130
Old Second National Bank of Aurora
Illinois
$915K -$47.6K -780 -5%
PA
1131
Parallel Advisors
California
$914K +$891K +14,593 New
SCM
1132
Salem Capital Management
Massachusetts
$911K -$36.6K -600 -4%
AIA
1133
Allegis Investment Advisors
Idaho
$910K +$206K +3,377 +30%
BSW
1134
Buckingham Strategic Wealth
Missouri
$908K -$5.13K -84 -0.6%
LNB
1135
Ledyard National Bank
$908K +$13.7K +225 +2%
NA
1136
NewEdge Advisors
Louisiana
$902K +$171K +2,796 +23%
GHAM
1137
Gilman Hill Asset Management
Connecticut
$897K -$113K -1,848 -11%
SNBOSD
1138
Security National Bank of So Dak
Iowa
$897K +$5.37K +88 +0.6%
ANRIA
1139
American National Registered Investment Advisor
Texas
$896K
PAM
1140
Private Asset Management
California
$880K -$11K -180 -1%
CA
1141
Cambridge Advisors
Nebraska
$879K -$6.1K -100 -0.7%
BB
1142
Bell Bank
North Dakota
$878K -$10.3K -169 -1%
CAL
1143
Capital Analysts LLC
Pennsylvania
$878K +$29.3K +480 +4%
TAM
1144
Todd Asset Management
Kentucky
$877K -$12.8K -210 -1%
LWAC
1145
Laurel Wealth Advisors (California)
California
$872K -$26.1K -428 -3%
SCM
1146
Southport Capital Management
Tennessee
$869K +$4.03K +66 +0.5%
MNBTD
1147
Moody National Bank Trust Division
Texas
$867K
IWM
1148
IHT Wealth Management
Illinois
$861K +$842K +13,800 New
SCA
1149
Salient Capital Advisors
Texas
$860K -$31.3K -513 -4%
CT
1150
Coastline Trust
Rhode Island
$860K -$27.5K -450 -3%

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.