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AbbVie

3,365 hedge funds and large institutions have $217B invested in AbbVie in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,467 increasing their positions, 1,316 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.77B | Put options by funds: $2.09B

24% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 125

11% more repeat investments, than reductions

Existing positions increased: 1,467 | Existing positions reduced: 1,316

0.63% more ownership

Funds ownership: 71.06%71.68% (+0.63%)

0% less funds holding

Funds holding: 3,3803,365 (-15)

5% less capital invested

Capital invested by funds: $228B → $217B (-$11.2B)

21% less funds holding in top 10

Funds holding in top 10: 224178 (-46)

Holders
3,365
Holders Change
-15
Holders Change %
-0.44%
% of All Funds
48.59%
Holding in Top 10
178
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-20.54%
% of All Funds
2.57%
New
155
Increased
1,467
Reduced
1,316
Closed
125
Calls
$2.77B
Puts
$2.09B
Net Calls
+$686M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1201
Kingswood Wealth Advisors
California
$3.82M +$506K +3,054 +16%
AA
1202
Axiom Advisory
California
$3.81M +$3.81M +23,030 New
SFG
1203
SevenBridge Financial Group
Pennsylvania
$3.81M +$44.4K +268 +1%
JIM
1204
Jensen Investment Management
Oregon
$3.81M
SAMC
1205
Spectrum Asset Management (California)
California
$3.8M +$117K +704 +3%
TAIM
1206
Te Ahumairangi Investment Management
New Zealand
$3.8M -$62.9K -380 -2%
APWM
1207
Argonautica Private Wealth Management
Massachusetts
$3.78M +$18.7K +113 +0.5%
MCM
1208
Manchester Capital Management
Vermont
$3.77M -$12.3K -74 -0.3%
PIA
1209
Petredis Investment Advisors
Pennsylvania
$3.77M -$3.64K -22 -0.1%
MYLI
1210
Meiji Yasuda Life Insurance
Japan
$3.76M -$7.47M -45,074 -67%
OP
1211
ORG Partners
Indiana
$3.76M +$3.42M +20,654 +1,452%
SFA
1212
Souders Financial Advisors
Ohio
$3.76M +$153K +921 +4%
BOSSRA
1213
B.O.S.S. Retirement Advisors
Utah
$3.76M +$1.13M +6,839 +45%
NPP
1214
New Potomac Partners
Maryland
$3.75M +$57.1K +345 +2%
WA
1215
Wealth Alliance
New York
$3.74M -$11.1K -67 -0.3%
MSAM
1216
Moloney Securities Asset Management
Missouri
$3.74M -$507K -3,061 -12%
PT
1217
Plimoth Trust
Massachusetts
$3.71M -$773K -4,664 -18%
SWM
1218
SeaCrest Wealth Management
New York
$3.7M +$33.3K +201 +0.9%
TIP
1219
Torray Investment Partners
Maryland
$3.7M +$48.5K +293 +1%
BHBT
1220
Burke & Herbert Bank & Trust
Virginia
$3.69M +$1.66M +10,017 +87%
PAMG
1221
Patton Albertson Miller Group
Tennessee
$3.68M +$14.1K +85 +0.4%
QI
1222
Qtron Investments
Massachusetts
$3.68M -$150K -904 -4%
CST
1223
Charles Schwab Trust
Nevada
$3.67M +$137K +830 +4%
CS
1224
Crescent Sterling
Louisiana
$3.64M -$69.2K -418 -2%
VCA
1225
Verdence Capital Advisors
Maryland
$3.63M +$119K +718 +4%

ABBV Hedge Fund Activity: Q2 2024 in Review

3,365 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2024, worth a combined $217B — down 4.9% from $228B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ABBV positions and 125 closed out — a net gain of 30 holders — while 1,467 added to existing stakes and 1,316 trimmed.

The largest buyer was Capital World Investors, adding an estimated $979M. The largest seller was Capital International Investors, cutting an estimated $1.57B.

  • 3,365 institutional investors held AbbVie (ABBV) as of Q2 2024, down from 3,380 in Q1 2024.
  • Funds reported $217B of AbbVie stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 155 funds opened new AbbVie positions in Q2 2024 and 125 closed out, a net change of +30 holders.
  • The largest AbbVie buyer in Q2 2024 was Capital World Investors, an estimated $979M added.
  • The largest AbbVie seller in Q2 2024 was Capital International Investors, an estimated $1.57B sold.

Based on aggregated 13F filings for Q2 2024.