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AbbVie

1,997 hedge funds and large institutions have $99.1B invested in AbbVie in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 820 increasing their positions, 831 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 2,0161,997 (-19)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

1% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 831

3.37% less ownership

Funds ownership: 70.95%67.58% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

7% less capital invested

Capital invested by funds: $106B → $99.1B (-$7.4B)

26% less call options, than puts

Call options by funds: $984M | Put options by funds: $1.33B

Holders
1,997
Holders Change
-19
Holders Change %
-0.94%
% of All Funds
45.71%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.93%
New
81
Increased
820
Reduced
831
Closed
82
Calls
$984M
Puts
$1.33B
Net Calls
-$349M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
1726
Fairview Capital Investment Management
California
$309K
SWM
1727
Sequoia Wealth Management
Illinois
$308K +$26.5K +271 +8%
CPA
1728
Capital Planning Advisors
California
$307K -$204K -2,086 -39%
DAM
1729
Delta Asset Management
Tennessee
$307K
RFA
1730
Reilly Financial Advisors
California
$306K
GEA
1731
Glen Eagle Advisors
New Jersey
$306K +$23.5K +241 +8%
PBO
1732
Peoples Bank (Ohio)
Ohio
$305K -$62.3K -638 -16%
HWA
1733
HCR Wealth Advisors
California
$303K +$2.44K +25 +0.7%
AB
1734
Atlas Brown
Kentucky
$302K +$59.4K +608 +2%
MC
1735
MIG Capital
California
$302K +$319K +3,263 New
OMC
1736
Old Mission Capital
Illinois
$300K +$316K +3,238 New
FNBOH
1737
First National Bank of Hutchinson
Kansas
$299K -$9.77K -100 -3%
SFM
1738
Signature Financial Management
Virginia
$293K -$91.3K -935 -23%
EWF
1739
Epstein & White Financial
California
$293K -$28.7K -294 -9%
SC
1740
Stratford Consulting
Texas
$293K +$2.25K +23 +0.7%
PC
1741
Palo Capital
California
$293K +$8.59K +88 +3%
BWA
1742
Burt Wealth Advisors
Maryland
$292K
CS
1743
Cannell & Spears
New York
$292K
MGAM
1744
McGowan Group Asset Management
Texas
$291K +$7.33K +75 +2%
FA
1745
FCG Advisors
New Jersey
$290K +$195 +2 +0.1%
FWP
1746
FAS Wealth Partners
Kansas
$290K +$684 +7 +0.2%
EA
1747
Emerald Advisers
Pennsylvania
$290K +$305K +3,127 New
PAMG
1748
Patton Albertson Miller Group
Tennessee
$289K +$36.4K +373 +14%
SHGA
1749
Sand Hill Global Advisors
California
$287K -$157K -1,608 -34%
AP
1750
Atwood & Palmer
Missouri
$287K -$122K -1,250 -29%

ABBV Hedge Fund Activity: Q2 2018 in Review

1,997 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2018, worth a combined $99.1B — down 6.9% from $106B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ABBV and 81 opened new positions — a net loss of 1 holder — while 831 trimmed existing stakes and 820 added.

The largest buyer was Arrowstreet Capital, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $1.1B.

  • 1,997 institutional investors held AbbVie (ABBV) as of Q2 2018, down from 2,016 in Q1 2018.
  • Funds reported $99.1B of AbbVie stock for Q2 2018, down 6.9% quarter-over-quarter.
  • 81 funds opened new AbbVie positions in Q2 2018 and 82 closed out, a net change of -1 holder.
  • The largest AbbVie buyer in Q2 2018 was Arrowstreet Capital, an estimated $368M added.
  • The largest AbbVie seller in Q2 2018 was Fidelity Investments, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2018.