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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
MWM
1626
MinichMacGregor Wealth Management
New York
$225K +$85.5K +1,272 +69%
AIP
1627
Almanack Investment Partners
Pennsylvania
$225K +$208K +3,097 New
RCA
1628
Rowland Carmichael Advisors
Arizona
$224K -$6.72K -100 -3%
JFA
1629
Johanson Financial Advisors
California
$224K +$207K +3,085 New
KF
1630
Krilogy Financial
Missouri
$222K -$84.9K -1,263 -29%
ACM
1631
Argent Capital Management
Missouri
$221K +$205K +3,050 New
AIP
1632
Ahrens Investment Partners
Louisiana
$219K +$941 +14 +0.4%
CWM
1633
Circle Wealth Management
New Jersey
$219K +$203K +3,019 New
CIC
1634
Chilton Investment Company
Connecticut
$219K +$203K +3,021 New
FC
1635
FIC Capital
New York
$218K -$23.5K -350 -10%
ACM
1636
AUA Capital Management
Pennsylvania
$218K +$151K +2,250 +295%
PAS
1637
Professional Advisory Services
Florida
$218K +$202K +3,000 New
NFG
1638
Nations Financial Group
Iowa
$217K +$201K +2,993 New
EA
1639
Evanston Advisors
Illinois
$216K +$200K +2,982 New
MGIA
1640
Moneta Group Investment Advisors
Missouri
$214K +$198K +2,950 New
NFC
1641
Northeast Financial Consultants
Connecticut
$212K -$13.4K -200 -6%
PCA
1642
Personal Capital Advisors
California
$211K +$195K +2,908 New
EIA
1643
Edgemoor Investment Advisors
Maryland
$210K +$194K +2,892 New
GEA
1644
Glen Eagle Advisors
New Jersey
$208K +$134 +2 +0.1%
SS
1645
Sunbelt Securities
Texas
$208K -$25.4K -378 -12%
CGL
1646
Clarius Group LLC
Washington
$206K +$191K +2,845 New
BWP
1647
BSW Wealth Partners
Colorado
$205K +$190K +2,829 New
BBNB
1648
Baker Boyer National Bank
Washington
$204K +$189K +2,811 New
BEC
1649
Blue Edge Capital
Virginia
$204K +$189K +2,810 New
EWA
1650
Exencial Wealth Advisors
Oklahoma
$203K -$59.3K -882 -24%

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.