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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
MWM
1526
MGB Wealth Management
Texas
$2.43M +$15K +87 +0.7%
MMM
1527
Mendel Money Management
Illinois
$2.42M -$68.2K -396 -3%
OFG
1528
OmniStar Financial Group
North Carolina
$2.42M +$90.3K +524 +4%
PCM
1529
Poehling Capital Management
Wisconsin
$2.42M -$66.7K -387 -3%
RCA
1530
Resonant Capital Advisors
Wisconsin
$2.41M +$142K +823 +7%
MTC
1531
Matrix Trust Company
Colorado
$2.41M +$2.41K +14 +0.1%
SBF
1532
Sara-Bay Financial
Florida
$2.41M +$148K +857 +7%
RCAG
1533
Rehmann Capital Advisory Group
Michigan
$2.41M +$31K +180 +1%
CA
1534
CoreCap Advisors
Michigan
$2.41M +$112K +651 +5%
EFM
1535
E Fund Management
China
$2.4M +$1.07M +6,208 +89%
CWM
1536
Cornerstone Wealth Management
Missouri
$2.39M -$123K -715 -5%
MIM
1537
Montgomery Investment Management
Maryland
$2.38M -$419K -2,430 -16%
CWM
1538
Cordatus Wealth Management
Pennsylvania
$2.38M +$12.1K +70 +0.5%
VIM
1539
VELA Investment Management
Ohio
$2.38M -$791K -4,590 -26%
EFMC
1540
Empire Financial Management Company
New York
$2.38M +$860K +4,992 +62%
RA
1541
Ransom Advisory
Rhode Island
$2.38M +$2.25M +13,056 New
PWA
1542
Providence Wealth Advisors
Illinois
$2.38M +$1.46M +8,456 +180%
AWM
1543
Aries Wealth Management
Maine
$2.38M -$5.17K -30 -0.2%
AFG
1544
Atomi Financial Group
New York
$2.38M +$143K +830 +7%
AIM
1545
Aigen Investment Management
New York
$2.38M +$1.22M +7,055 +118%
CFG
1546
Cooper Financial Group
California
$2.37M +$274K +1,587 +14%
FCIM
1547
Fairview Capital Investment Management
California
$2.37M +$27.2K +158 +1%
RCM
1548
Raleigh Capital Management
North Carolina
$2.36M -$731K -4,239 -25%
KIG
1549
Kennedy Investment Group
New Jersey
$2.36M -$161K -934 -7%
NW
1550
Naviter Wealth
Arkansas
$2.36M +$351K +2,034 +19%

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.