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AbbVie

1,692 hedge funds and large institutions have $68.3B invested in AbbVie in 2016 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 648 increasing their positions, 669 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 8185 (+4)

2% more funds holding

Funds holding: 1,6541,692 (+38)

1% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

2% less capital invested

Capital invested by funds: $69.4B → $68.3B (-$1.08B)

3% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 669

1.09% less ownership

Funds ownership: 68.28%67.19% (-1.1%)

Holders
1,692
Holders Change
+38
Holders Change %
+2.3%
% of All Funds
42.29%
Holding in Top 10
85
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.94%
% of All Funds
2.12%
New
147
Increased
648
Reduced
669
Closed
86
Calls
$1.06B
Puts
$1.04B
Net Calls
+$12.1M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1426
Waldron Private Wealth
Pennsylvania
$333K +$4.94K +81 +2%
ESBC
1427
E.S. Barr & Co
Kentucky
$332K +$11.8K +193 +4%
MBTD
1428
Mechanics Bank - Trust Department
California
$330K +$42.7K +700 +15%
OA
1429
Outfitter Advisors
Virginia
$329K -$35.6K -584 -10%
BCM
1430
Becker Capital Management
Oregon
$329K -$9.1K -149 -3%
CCM
1431
Copeland Capital Management
Pennsylvania
$329K
Wolverine Trading
1432
Wolverine Trading
Illinois
$329K +$320K +5,249 New
BCM
1433
Brown Capital Management
Maryland
$327K
IC
1434
InterOcean Capital
Illinois
$326K -$6.1K -100 -2%
IWC
1435
Integrated Wealth Counsel
California
$324K -$1.16K -19 -0.4%
Balyasny Asset Management
1436
Balyasny Asset Management
Illinois
$319K -$106K -1,731 -25%
MCM
1437
McRae Capital Management
New Jersey
$319K +$30.5K +500 +11%
KFP
1438
Keystone Financial Planning
Ohio
$318K
AIM
1439
Aspen Investment Management
Michigan
$316K
BFA
1440
Beaumont Financial Advisors
Massachusetts
$315K -$12.2K -200 -4%
KJHP
1441
K.J. Harrison & Partners
Ontario, Canada
$313K
ACP
1442
Aveo Capital Partners
Colorado
$313K +$305K +4,991 New
MGIA
1443
Moneta Group Investment Advisors
Missouri
$312K +$75.2K +1,232 +33%
SWA
1444
Sutton Wealth Advisors
Florida
$311K -$9.58K -157 -3%
CTB
1445
Country Trust Bank
Illinois
$311K +$1.53K +25 +0.5%
UBV
1446
United Bank (Virginia)
Virginia
$310K
Tudor Investment Corp
1447
Tudor Investment Corp
Connecticut
$307K -$244K -4,000 -45%
AW
1448
Alpha Windward
Massachusetts
$303K +$17.4K +285 +6%
ZCI
1449
Zevenbergen Capital Investments
Washington
$302K -$40.7K -667 -12%
CIC
1450
Chilton Investment Company
Connecticut
$302K

ABBV Hedge Fund Activity: Q4 2016 in Review

1,692 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2016, worth a combined $68.3B — down 1.6% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ABBV positions and 86 closed out — a net gain of 61 holders — while 648 added to existing stakes and 669 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $836M. The largest seller was Baker Bros. Advisors, cutting an estimated $773M.

  • 1,692 institutional investors held AbbVie (ABBV) as of Q4 2016, up from 1,654 in Q3 2016.
  • Funds reported $68.3B of AbbVie stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 147 funds opened new AbbVie positions in Q4 2016 and 86 closed out, a net change of +61 holders.
  • The largest AbbVie buyer in Q4 2016 was Capital Research Global Investors, an estimated $836M added.
  • The largest AbbVie seller in Q4 2016 was Baker Bros. Advisors, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2016.