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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
TIM
1251
Tortoise Investment Management
New York
$63K -$1.15K -26 -2%
AWMS
1252
Advocacy Wealth Management Services
Georgia
$63K +$51.9K +1,170 +684%
GAAM
1253
Guinness Atkinson Asset Management
California
$61K
FWM
1254
Focused Wealth Management
New York
$56K +$55.9K +1,261 New
AFIA
1255
America First Investment Advisors
Nebraska
$55K +$54.9K +1,238 New
FA
1256
Financial Advantage
Maryland
$54K
MWP
1257
MYCIO Wealth Partners
Pennsylvania
$51K -$17.7K -400 -26%
CCM
1258
Chilton Capital Management
Texas
$49.1K -$18.1K -408 -27%
CFSG
1259
Community Financial Services Group
Vermont
$46K
HF
1260
Hoxton Financial
West Virginia
$45K -$2K -45 -4%
Victory Capital Management
1261
Victory Capital Management
Texas
$45K +$44.8K +1,010 New
TFMS
1262
Trust & Fiduciary Management Services
Massachusetts
$44K -$4.3K -97 -9%
CFA
1263
Carroll Financial Associates
North Carolina
$42K -$4.43K -100 -10%
BKBG
1264
BHF Kleinwort Benson Group
Belgium
$40K
PIM
1265
Profit Investment Management
Maryland
$34.8K +$7.57M +170,762 +28%
EWM
1266
Elite Wealth Management
Washington
$34K -$7.71K -174 -19%
MUMSS
1267
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K +$31K +700 New
TC
1268
TradeLink Capital
Illinois
$27K -$403K -9,100 -94%
JIR
1269
James Investment Research
Ohio
$27K -$22.4K -505 -46%
HI
1270
Hudock Inc
Pennsylvania
$25K
MBT
1271
Monroe Bank & Trust
Michigan
$24K -$64.3K -1,450 -73%
MIM
1272
Macroview Investment Management
Maryland
$22K
WAM
1273
Wallington Asset Management
Indiana
$22K
GXMC
1274
Global X Management Company
New York
$21K -$2.13K -48 -9%
DBT
1275
Dubuque Bank & Trust
Iowa
$20K

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.