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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
WFMPM
1151
Woodley Farra Manion Portfolio Management
Indiana
$284K +$282K +6,356 New
Verition Fund Management
1152
Verition Fund Management
Connecticut
$283K -$651K -14,695 -70%
HCM
1153
Hutchinson Capital Management
California
$281K +$16.5K +373 +6%
DWA
1154
Douglass Winthrop Advisors
New York
$281K +$22.2K +500 +9%
VNA
1155
VNBTrust National Association
Virginia
$279K -$35.5K -800 -11%
FIM
1156
Frontier Investment Management
Texas
$278K +$275K +6,215 New
BBNB
1157
Baker Boyer National Bank
Washington
$277K
IH
1158
IFC Holdings
Florida
$276K +$25.6K +577 +10%
MPAM
1159
Murphy Pohlad Asset Management
Minnesota
$275K
PHAM
1160
Palisades Hudson Asset Management
Florida
$275K
STIA
1161
Stone Toro Investment Advisers
New Jersey
$273K -$155K -3,500 -36%
AWM
1162
Altavista Wealth Management
North Carolina
$273K -$73.1K -1,650 -21%
SC
1163
Stratford Consulting
Texas
$273K +$1.64K +37 +0.6%
CS
1164
Cannell & Spears
New York
$272K -$4.43K -100 -2%
AIM
1165
Aspen Investment Management
Michigan
$272K
GGPS
1166
Gary Goldberg Planning Services
New York
$272K +$975 +22 +0.4%
TC
1167
Telemus Capital
Michigan
$272K +$270K +6,085 New
CL
1168
CIM LLC
New York
$270K -$5.32K -120 -2%
ECM
1169
Evergreen Capital Management
Washington
$267K +$31K +700 +13%
IIM
1170
Ipswich Investment Management
Massachusetts
$262K
GBA
1171
Garrison Bradford & Associates
New York
$259K
Kayne Anderson Rudnick Investment Management
1172
Kayne Anderson Rudnick Investment Management
California
$259K
AHS
1173
Aspiriant Holdings S3
California
$257K -$2.29M -51,734 -90%
EBSAM
1174
Eubel Brady & Suttman Asset Management
Ohio
$257K
ST
1175
Stifel Trust
Missouri
$256K -$13.3K -300 -5%

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.