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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1651
Aveo Capital Partners
Colorado
$242K -$2.66K -35 -1%
NHC
1652
Nicholas Hoffman & Company
Georgia
$242K +$207K +2,720 New
MGIA
1653
Moneta Group Investment Advisors
Missouri
$241K -$17.9K -235 -8%
GWM
1654
GSB Wealth Management
Connecticut
$240K +$206K +2,701 New
BFA
1655
Benedict Financial Advisors
Georgia
$239K +$204K +2,685 New
VFP
1656
Verus Financial Partners
Virginia
$239K +$205K +2,687 New
GBBWRPM
1657
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$236K
CP
1658
Coho Partners
Pennsylvania
$236K +$202K +2,656 New
NAMP
1659
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$234K +$200K +2,628 New
DAC
1660
Dividend Assets Capital
South Carolina
$233K +$200K +2,625 New
SIA
1661
SeaBridge Investment Advisors
New Jersey
$231K
MLL
1662
Moody Lynn & Lieberson
Massachusetts
$231K +$198K +2,597 New
CFSG
1663
Community Financial Services Group
Vermont
$231K +$198K +2,600 New
PGA
1664
Portland Global Advisors
Maine
$230K +$197K +2,587 New
SFG
1665
StrategIQ Financial Group
Indiana
$228K +$195K +2,563 New
HHAM
1666
HITE Hedge Asset Management
Massachusetts
$227K +$195K +2,560 New
SAM
1667
Summit Asset Management
Tennessee
$226K +$193K +2,540 New
EWA
1668
Exencial Wealth Advisors
Oklahoma
$225K -$20.5K -269 -10%
AEPG
1669
American Economic Planning Group
New Jersey
$225K +$193K +2,536 New
MCM
1670
Marathon Capital Management
Maryland
$223K -$19K -250 -9%
FUBT
1671
First United Bank & Trust
Maryland
$223K +$191K +2,511 New
NFP
1672
Narus Financial Partners
Utah
$223K +$191K +2,512 New
SXL
1673
Summit X LLC
Missouri
$222K +$189K +2,488 New
BBP
1674
Banco BTG Pactual
Brazil
$222K +$190K +2,498 New
BBI
1675
Baxter Bros Inc
Connecticut
$222K +$190K +2,499 New

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.