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AbbVie

1,692 hedge funds and large institutions have $68.3B invested in AbbVie in 2016 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 648 increasing their positions, 669 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 8185 (+4)

2% more funds holding

Funds holding: 1,6541,692 (+38)

1% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

2% less capital invested

Capital invested by funds: $69.4B → $68.3B (-$1.08B)

3% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 669

1.09% less ownership

Funds ownership: 68.28%67.19% (-1.1%)

Holders
1,692
Holders Change
+38
Holders Change %
+2.3%
% of All Funds
42.29%
Holding in Top 10
85
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.94%
% of All Funds
2.12%
New
147
Increased
648
Reduced
669
Closed
86
Calls
$1.06B
Puts
$1.04B
Net Calls
+$12.1M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1601
First Personal Financial Services
North Carolina
$114K -$3.97K -65 -3%
FWM
1602
Focused Wealth Management
New York
$113K -$15.1K -248 -12%
CM
1603
Castleark Management
Illinois
$113K
DPA
1604
Delphi Private Advisors
California
$112K +$100K +1,642 +1,132%
ACM
1605
Americafirst Capital Management
California
$110K -$13K -213 -11%
SFFS
1606
Stonehage Fleming Financial Services
Jersey
$109K
SIM
1607
Sonora Investment Management
Arizona
$108K
BMM
1608
Buffington Mohr McNeal
Idaho
$106K +$104K +1,700 New
FPTW
1609
Franklin, Parlapiano, Turner & Welch
Texas
$104K
AWM
1610
AllSquare Wealth Management
New York
$103K
VIM
1611
Veritas Investment Management
United Kingdom
$100K
FCB
1612
First Command Bank
Texas
$92K +$89.5K +1,466 New
FCFS
1613
First Command Financial Services
Texas
$92K +$89.5K +1,466 New
JCM
1614
Jacobi Capital Management
Pennsylvania
$91K -$41.9K -687 -32%
HCM
1615
Highlander Capital Management
New Jersey
$88K
PO
1616
Private Ocean
California
$88K
LWM
1617
LBA Wealth Management
Florida
$86K
VIA
1618
Vantage Investment Advisors
Pennsylvania
$77K +$6.17K +101 +9%
TCM
1619
Tradewinds Capital Management
Washington
$76K -$6.23K -102 -8%
MBT
1620
Monroe Bank & Trust
Michigan
$76K +$74.1K +1,214 New
AIM
1621
Acrospire Investment Management
Illinois
$75K -$146K -2,400 -67%
OAJ
1622
Ogorek Anthony Joseph
New York
$73K
JWA
1623
JFS Wealth Advisors
Pennsylvania
$71K
ACM
1624
Armbruster Capital Management
New York
$67K
IAS
1625
INR Advisory Services
Pennsylvania
$62K -$12.5K -205 -17%

ABBV Hedge Fund Activity: Q4 2016 in Review

1,692 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2016, worth a combined $68.3B — down 1.6% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ABBV positions and 86 closed out — a net gain of 61 holders — while 648 added to existing stakes and 669 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $836M. The largest seller was Baker Bros. Advisors, cutting an estimated $773M.

  • 1,692 institutional investors held AbbVie (ABBV) as of Q4 2016, up from 1,654 in Q3 2016.
  • Funds reported $68.3B of AbbVie stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 147 funds opened new AbbVie positions in Q4 2016 and 86 closed out, a net change of +61 holders.
  • The largest AbbVie buyer in Q4 2016 was Capital Research Global Investors, an estimated $836M added.
  • The largest AbbVie seller in Q4 2016 was Baker Bros. Advisors, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2016.