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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1526
Stockman Wealth Management
Montana
$362K +$24.4K +320 +9%
AF
1527
Allworth Financial
California
$359K +$5.25K +69 +2%
HBT
1528
Hills Bank & Trust
Iowa
$358K -$7.61K -100 -2%
JIC
1529
Joel Isaacson & Co
New York
$358K +$7.61K +100 +3%
VFPI
1530
Vantage Financial Partners (Illinois)
Illinois
$356K -$371K -4,880 -55%
NDSI
1531
Newman Dignan & Sheerar Inc
Rhode Island
$356K -$15.2K -200 -5%
MA
1532
MCF Advisors
Kentucky
$352K +$381 +5 +0.1%
SIM
1533
SSI Investment Management
California
$351K -$1.83K -24 -0.6%
GAM
1534
Gemmer Asset Management
California
$350K
CCA
1535
Catalyst Capital Advisors
New York
$349K
SCM
1536
Sitrin Capital Management
California
$349K
EGA
1537
E&G Advisors
Texas
$347K -$137K -1,800 -32%
CII
1538
Capital International Inc
California
$347K +$297K +3,900 New
AWM
1539
Altavista Wealth Management
North Carolina
$345K -$34.3K -450 -10%
BWM
1540
Baystate Wealth Management
Massachusetts
$345K -$17.3K -227 -6%
PAMG
1541
Patton Albertson Miller Group
Tennessee
$343K -$533 -7 -0.2%
BFPW
1542
BOK Financial Private Wealth
Colorado
$339K -$19K -250 -6%
SCG
1543
Sonata Capital Group
Washington
$339K
BG
1544
Bollard Group
Massachusetts
$336K +$1.29K +17 +0.5%
SFS
1545
Summit Financial Strategies
Ohio
$335K -$15.6K -205 -5%
PNAA
1546
Pictet North America Advisors
Switzerland
$335K
VCM
1547
Versant Capital Management
Arizona
$335K
CCM
1548
Canal Capital Management
Virginia
$334K +$609 +8 +0.2%
MBI
1549
Montrusco Bolton Investments
Quebec, Canada
$332K -$840K -11,030 -75%
FAM
1550
Formidable Asset Management
Ohio
$328K -$17.9K -235 -6%

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.