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AbbVie

1,653 hedge funds and large institutions have $69.4B invested in AbbVie in 2016 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 631 increasing their positions, 661 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 65

1% more funds holding

Funds holding: 1,6341,653 (+19)

1.06% more ownership

Funds ownership: 67.22%68.28% (+1.1%)

1% less capital invested

Capital invested by funds: $69.9B → $69.4B (-$457M)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 661

14% less funds holding in top 10

Funds holding in top 10: 9481 (-13)

15% less call options, than puts

Call options by funds: $636M | Put options by funds: $751M

Holders
1,653
Holders Change
+19
Holders Change %
+1.16%
% of All Funds
44.1%
Holding in Top 10
81
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.83%
% of All Funds
2.16%
New
102
Increased
631
Reduced
661
Closed
65
Calls
$636M
Puts
$751M
Net Calls
-$115M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1601
Sharkey, Howes & Javer
Colorado
$58K
WA
1602
Winfield Associates
Ohio
$55K -$67.9K -1,049 -55%
TDC
1603
Thompson Davis & Co
Virginia
$52K -$28.8K -445 -35%
LWA
1604
Lenox Wealth Advisors
New York
$46K
CWM
1605
Catamount Wealth Management
Connecticut
$46K +$36.6K +566 +341%
HI
1606
Hudock Inc
Pennsylvania
$42K +$324 +5 +0.7%
HWP
1607
Hefty Wealth Partners
Indiana
$38K +$39.9K +616 New
AOWM
1608
Alpha Omega Wealth Management
Virginia
$36K
NO
1609
Ninety One
South Africa
$36K +$5.11K +79 +16%
TRCT
1610
Tower Research Capital (TRC)
New York
$33K -$325K -5,014 -91%
RCG
1611
Ruggie Capital Group
Florida
$33K
JSAM
1612
J. Safra Asset Management
New York
$32K -$422K -6,525 -93%
ANBT
1613
American National Bank & Trust
Texas
$32K
BC
1614
Barnett & Company
Tennessee
$32K +$32.4K +500 New
LIM
1615
Lagoda Investment Management
New York
$31K
HW
1616
Hedeker Wealth
Illinois
$29.6K -$1.78M -27,469 -94%
RBC
1617
Roble Belko & Company
Pennsylvania
$28K +$12.9K +200 +82%
ST
1618
Somerset Trust
Pennsylvania
$27K
RFWA
1619
RPg Family Wealth Advisory
Massachusetts
$25.3K -$2.07K -32 -7%
KLI
1620
Kelman-Lazarov Inc
Tennessee
$25.1K
GWS
1621
Glassman Wealth Services
Virginia
$25K -$92.7K -1,432 -79%
PFG
1622
Piershale Financial Group
Illinois
$25K -$8.35K -129 -24%
TCCM
1623
Timber Creek Capital Management
Massachusetts
$25K +$25.9K +400 New
MCA
1624
Mercer Capital Advisers
New Jersey
$22K
MIM
1625
Macroview Investment Management
Maryland
$19K +$129 +2 +0.7%

ABBV Hedge Fund Activity: Q3 2016 in Review

1,653 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2016, worth a combined $69.4B — down 0.65% from $69.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ABBV positions and 65 closed out — a net gain of 37 holders — while 631 added to existing stakes and 661 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $554M. The largest seller was Bank of America, cutting an estimated $768M.

  • 1,653 institutional investors held AbbVie (ABBV) as of Q3 2016, up from 1,634 in Q2 2016.
  • Funds reported $69.4B of AbbVie stock for Q3 2016, down 0.65% quarter-over-quarter.
  • 102 funds opened new AbbVie positions in Q3 2016 and 65 closed out, a net change of +37 holders.
  • The largest AbbVie buyer in Q3 2016 was Capital Research Global Investors, an estimated $554M added.
  • The largest AbbVie seller in Q3 2016 was Bank of America, an estimated $768M sold.

Based on aggregated 13F filings for Q3 2016.