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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
TFA
1276
Transamerica Financial Advisors
Florida
$20K
CBT
1277
Central Bank & Trust
Kentucky
$18K
SAM
1278
Solaris Asset Management
New York
$18K
SHWM
1279
Smith & Howard Wealth Management
Georgia
$17K
WP
1280
Westend Partners
California
$17K +$15.5K +350 New
WA
1281
WealthTrust-Arizona
Arizona
$15K +$133 +3 +0.9%
AIB
1282
Allied Irish Banks
Ireland
$14K -$33K -745 -70%
IMS
1283
Index Management Solutions
Pennsylvania
$14K +$14K +316 New
TF
1284
Trutina Financial
Washington
$13K +$13.3K +300 New
LFR
1285
Lehman Financial Resources
Pennsylvania
$9K
TWI
1286
Thomas White International
Illinois
$7K
PC
1287
Polar Capital
United Kingdom
$6.26K
SFS
1288
Signator Financial Services
Massachusetts
$5K
UB
1289
UMB Bank
Missouri
$3.81K -$129K -2,904 -3%
EU
1290
Emory University
Georgia
$3K
GC
1291
Globeflex Capital
California
$2K
MAS
1292
Madden Advisory Services
Florida
$2K
SFSIG
1293
San Francisco Sentry Investment Group
California
$2K
WCM
1294
Wealthcare Capital Management
Virginia
$2K
EFS
1295
Essex Financial Services
Connecticut
$1.42K -$159K -3,587 -10%
FPCG
1296
Fort Pitt Capital Group
Pennsylvania
$1.18K
CCT
1297
Capital City Trust
Florida
$714 +$36.8K +830 +5%
HCM
1298
Highline Capital Management
New York
-$41.6M -938,200 Closed
1832 Asset Management
1299
1832 Asset Management
Ontario, Canada
-$15.8M -382,920 Closed
SM
1300
Sabby Management
Florida
-$14.7M -355,626 Closed

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.