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AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1251
Clayton Partners
California
$3.73M -$674K -3,913 -16%
CWM
1252
Chemistry Wealth Management
New York
$3.73M -$41.4K -240 -1%
VCA
1253
Verdence Capital Advisors
Maryland
$3.72M -$453K -2,630 -11%
PGIM
1254
Pacific Global Investment Management
California
$3.71M +$21.5K +125 +0.6%
DPIM
1255
Duff & Phelps Investment Management
Illinois
$3.71M +$130K +756 +4%
TAM
1256
Trust Asset Management
Texas
$3.71M
WSCM
1257
Wellington Shields Capital Management
New York
$3.71M -$121K -700 -3%
SGA
1258
Strategic Global Advisors
California
$3.7M -$102K -593 -3%
LPT
1259
Legacy Private Trust
Wisconsin
$3.7M -$106K -614 -3%
CWP
1260
CFM Wealth Partners
Texas
$3.69M +$166K +961 +5%
WWM
1261
Western Wealth Management
Colorado
$3.69M -$2.6M -15,061 -43%
GIM
1262
Guardian Investment Management
California
$3.68M -$327K -1,895 -9%
EFG
1263
Embree Financial Group
Illinois
$3.68M -$12.9K -75 -0.4%
SIM
1264
Sterling Investment Management
Arizona
$3.67M -$49.8K -289 -1%
IFWM
1265
Institute for Wealth Management
Colorado
$3.67M -$22.9K -133 -0.7%
KCM
1266
Kornitzer Capital Management
Kansas
$3.67M +$14.3K +83 +0.4%
LSA
1267
L & S Advisors
California
$3.66M -$14.6K -85 -0.4%
EDRH
1268
Edmond de Rothschild Holding
Switzerland
$3.66M -$807K -4,685 -19%
EF
1269
Exeter Financial
Arizona
$3.66M -$34.1K -198 -0.9%
ACM
1270
Advent Capital Management
New York
$3.64M -$1.72M -10,000 -33%
BOC
1271
Barbara Oil Co
Illinois
$3.64M
HFM
1272
Harvest Fund Management
China
$3.64M +$3.2M +18,544 +1,253%
RRA
1273
Round Rock Advisors
Connecticut
$3.64M -$617K -3,580 -15%
CRA
1274
Clear Rock Advisors
Texas
$3.63M +$24.3K +141 +0.7%
HTIM
1275
Harbour Trust & Investment Management
Indiana
$3.63M -$41.7K -242 -1%

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.