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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
BSB
1501
Bangor Savings Bank
Maine
$2.52M -$59.8K -347 -2%
KFA
1502
Kapstone Financial Advisors
Ohio
$2.52M -$20.3K -118 -0.8%
ORG
1503
Optimist Retirement Group
Washington
$2.51M +$153K +888 +7%
SB
1504
Sunflower Bank
Texas
$2.51M -$11.7K -68 -0.5%
XSC
1505
X-Square Capital
Puerto Rico
$2.51M +$1.55M +8,981 +170%
PC
1506
Promethos Capital
Massachusetts
$2.51M
GCM
1507
Genus Capital Management
British Columbia, Canada
$2.49M +$2.36M +13,700 New
SNBOSCI
1508
Security National Bank of Sioux City Iowa
Iowa
$2.49M -$14.8K -86 -0.6%
BC
1509
Broadwater Capital
Massachusetts
$2.49M -$51.7K -300 -2%
SCM
1510
Steele Capital Management
Iowa
$2.48M +$62K +360 +3%
GWSG
1511
GPS Wealth Strategies Group
Colorado
$2.48M -$22.6K -131 -1%
LWA
1512
Lantern Wealth Advisors
New York
$2.47M
PIMJS
1513
PKO Investment Management Joint-Stock
Poland
$2.47M
LMKC
1514
L.M. Kohn & Company
Ohio
$2.47M -$96.9K -562 -4%
MSA
1515
Marino Stram & Associates
Massachusetts
$2.46M +$61.5K +357 +3%
Verition Fund Management
1516
Verition Fund Management
Connecticut
$2.46M -$176K -1,023 -7%
ISWM
1517
Independent Solutions Wealth Management
New York
$2.46M +$122K +708 +6%
CIG
1518
Cullen Investment Group
Louisiana
$2.46M +$54.6K +317 +2%
HC
1519
Hamilton Capital
Ohio
$2.46M +$99.4K +577 +4%
CCM
1520
Chilton Capital Management
Texas
$2.45M -$209K -1,212 -8%
OFA
1521
Oak Family Advisors
Illinois
$2.45M -$47.9K -278 -2%
MWA
1522
Moser Wealth Advisors
Washington
$2.44M +$6.89K +40 +0.3%
ACS
1523
Archford Capital Strategies
Illinois
$2.44M +$123K +714 +6%
SAA
1524
Southeast Asset Advisors
Georgia
$2.44M -$68.8K -399 -3%
SWK
1525
Stephen W. Kidder
$2.43M -$138K -800 -6%

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.