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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
BBPWM
1626
Blue Bell Private Wealth Management
Pennsylvania
$17K
PRS
1627
Pinkerton Retirement Specialists
Idaho
$17K +$5.5K +85 +45%
FAM
1628
Fred Alger Management
New York
$13K
IF
1629
Ironwood Financial
Arizona
$13K
LWA
1630
Lowe Wealth Advisors
Maryland
$13K
BCM
1631
Blume Capital Management
California
$13K +$13.6K +210 New
WA
1632
WealthTrust-Arizona
Arizona
$12K +$65 +1 +0.5%
TCM
1633
Tekla Capital Management
Massachusetts
$10K
CP
1634
Corbenic Partners
Pennsylvania
$10K +$1.81K +28 +22%
DPA
1635
Delphi Private Advisors
California
$9K -$10.5K -162 -53%
HIM
1636
Hillsdale Investment Management
Ontario, Canada
$9K
KKAMG
1637
Kernodle & Katon Asset Management Group
Arkansas
$7K +$1.29K +20 +22%
PFO
1638
Pathstone Family Office
New Jersey
$6K -$5.7K -88 -48%
AWMS
1639
Advocacy Wealth Management Services
Georgia
$6K
JIR
1640
James Investment Research
Ohio
$6K
MCM
1641
MV Capital Management
Maryland
$6K
SFPIA
1642
Stevens First Principles Investment Advisors
California
$6K
TIM
1643
Tortoise Investment Management
New York
$6K +$6.47K +100 New
RI
1644
Redwood Investments
Massachusetts
$5K
WCM
1645
Wealthcare Capital Management
Virginia
$5K
LYV
1646
Live Your Vision
Pennsylvania
$5K +$5.37K +83 New
SBL
1647
Sargent Bickham Lagudis
Colorado
$4.44K -$4.41M -68,079 -99%
WDL
1648
Well Done LLC
Michigan
$4.05K -$51.1K -790 -1%
RWG
1649
Regal Wealth Group
California
$4K
CWM
1650
Cedar Wealth Management
California
$3K

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.