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AbbVie

1,634 hedge funds and large institutions have $69.9B invested in AbbVie in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 621 increasing their positions, 698 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 8194 (+13)

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $62.5B → $69.9B (+$7.32B)

0% less funds holding

Funds holding: 1,6381,634 (-4)

2.72% less ownership

Funds ownership: 69.94%67.22% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 698

26% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.58B

Holders
1,634
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
43.6%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.51%
New
97
Increased
621
Reduced
698
Closed
86
Calls
$1.17B
Puts
$1.58B
Net Calls
-$411M
Net Calls Change
-$430M
Name Holding Trade Value Shares
Change
Change in
Stake
DPA
1601
Delphi Private Advisors
California
$19K +$1.95K +32 +12%
BBPWM
1602
Blue Bell Private Wealth Management
Pennsylvania
$16K
RBC
1603
Roble Belko & Company
Pennsylvania
$15K
CA
1604
Commerzbank Aktiengesellschaft
Germany
$14.4K +$9.43M +154,679 +199%
IF
1605
Ironwood Financial
Arizona
$13K
FMP
1606
Financial Management Professionals
Texas
$13K +$13.3K +218 New
FAM
1607
Fred Alger Management
New York
$12K
WA
1608
WealthTrust-Arizona
Arizona
$12K
LWA
1609
Lowe Wealth Advisors
Maryland
$12K +$3.05K +50 +33%
PRS
1610
Pinkerton Retirement Specialists
Idaho
$12K +$11K +180 +1,800%
AT
1611
Arden Trust
Delaware
$11.8K +$220K +3,608 +2%
PFO
1612
Pathstone Family Office
New Jersey
$11K
CWM
1613
Catamount Wealth Management
Connecticut
$10K
TCM
1614
Tekla Capital Management
Massachusetts
$10K
HIM
1615
Hillsdale Investment Management
Ontario, Canada
$9K -$548K -9,000 -98%
CP
1616
Corbenic Partners
Pennsylvania
$8K +$7.62K +125 New
AWMS
1617
Advocacy Wealth Management Services
Georgia
$6K -$35.7K -586 -85%
JIR
1618
James Investment Research
Ohio
$6K -$6.4K -105 -53%
FPB
1619
First PREMIER Bank
South Dakota
$6K
KKAMG
1620
Kernodle & Katon Asset Management Group
Arkansas
$6K
MCM
1621
MV Capital Management
Maryland
$6K
SFPIA
1622
Stevens First Principles Investment Advisors
California
$6K
RI
1623
Redwood Investments
Massachusetts
$5K -$1.58K -26 -26%
WCM
1624
Wealthcare Capital Management
Virginia
$5K
ECM
1625
Exchange Capital Management
Michigan
$5K +$4.57K +75 New

ABBV Hedge Fund Activity: Q2 2016 in Review

1,634 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2016, worth a combined $69.9B — up 12% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ABBV positions and 86 closed out — a net gain of 11 holders — while 621 added to existing stakes and 698 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $4.67B. The largest seller was Royal London Asset Management, cutting an estimated $1.36B.

  • 1,634 institutional investors held AbbVie (ABBV) as of Q2 2016, down from 1,638 in Q1 2016.
  • Funds reported $69.9B of AbbVie stock for Q2 2016, up 12% quarter-over-quarter.
  • 97 funds opened new AbbVie positions in Q2 2016 and 86 closed out, a net change of +11 holders.
  • The largest AbbVie buyer in Q2 2016 was Capital Research Global Investors, an estimated $4.67B added.
  • The largest AbbVie seller in Q2 2016 was Royal London Asset Management, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2016.