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AbbVie

1,763 hedge funds and large institutions have $80.1B invested in AbbVie in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 658 increasing their positions, 728 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

42% more funds holding in top 10

Funds holding in top 10: 83118 (+35)

18% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $888M

12% more capital invested

Capital invested by funds: $71.3B → $80.1B (+$8.83B)

2% more funds holding

Funds holding: 1,7271,763 (+36)

0.77% more ownership

Funds ownership: 68.64%69.41% (+0.77%)

10% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 728

Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
43.94%
Holding in Top 10
118
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+42.17%
% of All Funds
2.94%
New
116
Increased
658
Reduced
728
Closed
62
Calls
$1.05B
Puts
$888M
Net Calls
+$162M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1576
FormulaFolio Investments
Michigan
$262K -$12K -179 -5%
WFG
1577
Windsor Financial Group
Minnesota
$262K +$243K +3,616 New
GLI
1578
Guardian Life Insurance
New York
$261K -$172K -2,558 -42%
GHA
1579
Garcia Hamilton & Associates
Texas
$261K +$242K +3,605 New
FCIM
1580
Fairview Capital Investment Management
California
$258K
CISOA
1581
Capital Investment Services of America
Wisconsin
$256K
FAG
1582
Financial Advisory Group
Texas
$254K +$13.4K +200 +6%
MWP
1583
Moller Wealth Partners
$253K +$235K +3,493 New
TC
1584
Trust Company
Kansas
$252K -$10.1K -150 -4%
GAAM
1585
Guinness Atkinson Asset Management
California
$252K
CC
1586
Cognios Capital
Kansas
$252K +$235K +3,489 New
RFA
1587
Reilly Financial Advisors
California
$250K
SLT
1588
St Louis Trust
Missouri
$248K +$1.55K +23 +0.7%
FNBSF
1589
First National Bank Sioux Falls
South Dakota
$247K
GLA
1590
Good Life Advisors
Pennsylvania
$247K +$229K +3,402 New
GRP
1591
Global Retirement Partners
California
$246K +$52.4K +780 +30%
QC
1592
QCM Cayman
Texas
$246K +$228K +3,389 New
SC
1593
Stratford Consulting
Texas
$245K -$39.3K -585 -15%
PCA
1594
Peddock Capital Advisors
Massachusetts
$243K
CF
1595
Corrigan Financial
Rhode Island
$243K +$225K +3,348 New
GVT
1596
Genesee Valley Trust
New York
$242K
FWP
1597
FAS Wealth Partners
Kansas
$242K +$224K +3,331 New
CCMW
1598
Cypress Capital Management (Wyoming)
Wyoming
$242K
DAM
1599
Delta Asset Management
Tennessee
$241K
Kayne Anderson Rudnick Investment Management
1600
Kayne Anderson Rudnick Investment Management
California
$239K -$167K -2,488 -43%

ABBV Hedge Fund Activity: Q2 2017 in Review

1,763 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2017, worth a combined $80.1B — up 12% from $71.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ABBV positions and 62 closed out — a net gain of 54 holders — while 658 added to existing stakes and 728 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 1,763 institutional investors held AbbVie (ABBV) as of Q2 2017, up from 1,727 in Q1 2017.
  • Funds reported $80.1B of AbbVie stock for Q2 2017, up 12% quarter-over-quarter.
  • 116 funds opened new AbbVie positions in Q2 2017 and 62 closed out, a net change of +54 holders.
  • The largest AbbVie buyer in Q2 2017 was Vanguard Group, an estimated $249M added.
  • The largest AbbVie seller in Q2 2017 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2017.