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AbbVie

1,501 hedge funds and large institutions have $72.7B invested in AbbVie in 2014 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 589 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $449M

110% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 6980 (+11)

13% more capital invested

Capital invested by funds: $64.1B → $72.7B (+$8.59B)

7.96% more ownership

Funds ownership: 71.1%79.06% (+8%)

3% more funds holding

Funds holding: 1,4571,501 (+44)

1% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 589

Holders
1,501
Holders Change
+44
Holders Change %
+3.02%
% of All Funds
43.55%
Holding in Top 10
80
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.94%
% of All Funds
2.32%
New
105
Increased
581
Reduced
589
Closed
50
Calls
$1.05B
Puts
$449M
Net Calls
+$597M
Net Calls Change
+$482M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1451
Focused Wealth Management
New York
$91K +$16.8K +302 +24%
SFSIG
1452
San Francisco Sentry Investment Group
California
$87K +$23.9K +431 +40%
PIM
1453
Parasol Investment Management
Illinois
$85K
TFA
1454
Transamerica Financial Advisors
Florida
$81K +$10.1K +182 +15%
VC
1455
Vestor Capital
Illinois
$80K +$77.2K +1,391 New
LWM
1456
LBA Wealth Management
Florida
$75K +$16.8K +302 +30%
TCM
1457
Tradewinds Capital Management
Washington
$72K
CBT
1458
Central Bank & Trust
Kentucky
$67K +$42.1K +759 +190%
CA
1459
CapWealth Advisors
Tennessee
$62K
MWP
1460
MYCIO Wealth Partners
Pennsylvania
$61K
HF
1461
Hoxton Financial
West Virginia
$60K -$3.05K -55 -5%
CAL
1462
Capital Advisors Ltd
Ohio
$59K
CFG
1463
CKW Financial Group
Hawaii
$59K
TIM
1464
Tortoise Investment Management
New York
$56K -$24.4K -439 -31%
DA
1465
Dunvegan Associates
California
$47K
LWA
1466
Lenox Wealth Advisors
New York
$43K
SMG
1467
Spectrum Management Group
Indiana
$43K
SCA
1468
Strategic Capital Alternatives
United States
$42K +$40.3K +726 New
JIR
1469
James Investment Research
Ohio
$35K -$5.55K -100 -14%
FWC
1470
First Washington Corp
Washington
$35K
WAM
1471
Wallington Asset Management
Indiana
$35K +$5.55K +100 +20%
IRS
1472
Invictus RG (Singapore)
Singapore
$34K -$43.8K -789 -58%
HI
1473
Hudock Inc
Pennsylvania
$32K
BBPWM
1474
Blue Bell Private Wealth Management
Pennsylvania
$30K
KPCM
1475
Kings Point Capital Management
New York
$29K

ABBV Hedge Fund Activity: Q3 2014 in Review

1,501 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2014, worth a combined $72.7B — up 13% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ABBV positions and 50 closed out — a net gain of 55 holders — while 581 added to existing stakes and 589 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.35B. The largest seller was Norges Bank, cutting an estimated $634M.

  • 1,501 institutional investors held AbbVie (ABBV) as of Q3 2014, up from 1,457 in Q2 2014.
  • Funds reported $72.7B of AbbVie stock for Q3 2014, up 13% quarter-over-quarter.
  • 105 funds opened new AbbVie positions in Q3 2014 and 50 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2014 was Fidelity Investments, an estimated $1.35B added.
  • The largest AbbVie seller in Q3 2014 was Norges Bank, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2014.