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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
VAG
1951
VisionPoint Advisory Group
Texas
$1.27M -$571K -3,311 -32%
EA
1952
Ergawealth Advisors
Illinois
$1.26M +$360K +2,091 +43%
IIC
1953
Integrated Investment Consultants
Michigan
$1.26M +$3.27K +19 +0.3%
MCM
1954
Mendel Capital Management
Arkansas
$1.26M +$156K +905 +15%
CCG
1955
Catalina Capital Group
California
$1.26M +$625K +3,628 +110%
NFSG
1956
Newbridge Financial Services Group
Florida
$1.26M +$93.2K +541 +8%
KA
1957
Kercheville Advisors
Texas
$1.26M +$1.19M +6,900 New
NA
1958
Nordwand Advisors
Pennsylvania
$1.26M -$2.12M -12,295 -64%
WW
1959
Waterfront Wealth
Kansas
$1.26M +$31.2K +181 +2%
WAM
1960
WFA Asset Management
Wisconsin
$1.25M -$2.76K -16 -0.2%
AC
1961
Apella Capital
Connecticut
$1.25M +$17.9K +104 +1%
FFG
1962
Frisch Financial Group
New York
$1.25M -$18.6K -108 -2%
GWA
1963
Gratus Wealth Advisors
Virginia
$1.25M +$32.2K +187 +3%
DA
1964
Dillon & Associates
Michigan
$1.25M +$34.6K +201 +3%
BFA
1965
Brendel Financial Advisors
New Hampshire
$1.25M
AT
1966
Arden Trust
Delaware
$1.24M -$24.6K -143 -2%
NPT
1967
Nixon Peabody Trust
Massachusetts
$1.24M -$53.1K -308 -4%
LWM
1968
Liberty Wealth Management
California
$1.24M -$62.4K -362 -5%
GWAM
1969
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.24M -$33.4K -194 -3%
SG
1970
Somerset Group
Minnesota
$1.24M -$103K -600 -8%
QP
1971
Quilter Plc
United Kingdom
$1.24M +$241K +1,400 +26%
BWP
1972
Balboa Wealth Partners
Arizona
$1.24M +$32.2K +187 +3%
CW
1973
CIC Wealth
Maryland
$1.24M +$159K +923 +16%
SIC
1974
Sterling Investment Counsel
New York
$1.24M +$84.4K +490 +8%
PWP
1975
Phillips Wealth Planners
Mississippi
$1.24M -$122K -707 -9%

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.