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AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1726
Jeppson Wealth Management
California
$1.79M -$49.5K -287 -3%
CIA
1727
Compass Ion Advisors
Pennsylvania
$1.79M +$4.48K +26 +0.3%
MFC
1728
Mechanics Financial Corp
Ohio
$1.78M -$900K -5,221 -35%
MWM
1729
Mattern Wealth Management
Kansas
$1.78M +$172 +1 +0%
NFG
1730
Nadler Financial Group
Illinois
$1.78M -$6.2K -36 -0.4%
PWA
1731
Provenance Wealth Advisors
Florida
$1.78M -$11.2K -65 -0.7%
FFO
1732
Fiduciary Family Office
Florida
$1.78M +$51.9K +301 +3%
AWM
1733
Angeles Wealth Management
California
$1.77M +$162K +939 +11%
CHJWM
1734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.77M +$7.41K +43 +0.4%
MCA
1735
MSH Capital Advisors
Arizona
$1.76M -$59.3K -344 -3%
MIM
1736
Morningstar Investment Management
Illinois
$1.76M
SWM
1737
Silverlake Wealth Management
Vermont
$1.75M -$25.5K -148 -2%
TW
1738
TritonPoint Wealth
Maryland
$1.75M -$195K -1,134 -9%
BIM
1739
Barton Investment Management
Pennsylvania
$1.75M
CWP
1740
Capital Wealth Planning
Florida
$1.75M +$1.66M +9,614 New
WOC
1741
West Oak Capital
California
$1.74M +$25.9K +150 +2%
CCM
1742
Cox Capital Management
Massachusetts
$1.74M -$91.7K -532 -5%
CCB
1743
Country Club Bank
Missouri
$1.74M -$112K -650 -6%
IGWM
1744
ICA Group Wealth Management
Colorado
$1.74M -$42.9K -249 -3%
OFS
1745
OneAscent Financial Services
Alabama
$1.74M -$168K -975 -9%
SWP
1746
Significant Wealth Partners
Illinois
$1.73M +$344K +1,995 +27%
SMA
1747
Sage Mountain Advisors
Georgia
$1.73M +$113K +653 +7%
WTFG
1748
Wells Trecaso Financial Group
Ohio
$1.72M -$185K -1,074 -10%
WAM
1749
Weatherly Asset Management
California
$1.72M
AW
1750
Alaethes Wealth
Nevada
$1.72M +$1.3M +7,546 +402%

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.