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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
LWMG
2126
Levy Wealth Management Group
Pennsylvania
$1,000K
HWMG
2127
Hurlow Wealth Management Group
Indiana
$999K +$345 +2 +0%
LRIC
2128
Long Road Investment Counsel
Michigan
$997K
WB
2129
West Bancorporation
Iowa
$996K -$106K -614 -10%
DG
2130
DMC Group
Alabama
$996K +$4.83K +28 +0.5%
CL
2131
COWA LLC
Oklahoma
$994K -$34.5K -200 -4%
LBWM
2132
Left Brain Wealth Management
Illinois
$993K -$71K -412 -7%
BWM
2133
BCS Wealth Management
Tennessee
$992K +$51.5K +299 +6%
IEFM
2134
IQ EQ Fund Management
Ireland
$990K +$212K +1,232 +29%
NB
2135
Nicolet Bankshares
Wisconsin
$990K +$5.86K +34 +0.6%
JWWM
2136
Johnson & White Wealth Management
Pennsylvania
$989K +$75.1K +436 +9%
CCWM
2137
Correct Capital Wealth Management
Missouri
$985K +$118K +682 +14%
WCM
2138
Washburn Capital Management
Florida
$980K +$10K +58 +1%
PM
2139
Penbrook Management
New York
$978K -$10K -58 -1%
SIC
2140
Samalin Investment Counsel
New York
$978K -$10.5K -61 -1%
SWM
2141
Segment Wealth Management
Texas
$976K +$25.2K +146 +3%
EW
2142
Element Wealth
Mississippi
$976K +$1.21K +7 +0.1%
LFG
2143
Larson Financial Group
Missouri
$972K +$432K +2,505 +88%
PAA
2144
Peregrine Asset Advisers
Oregon
$970K +$17.2K +100 +2%
VC
2145
Veracity Capital
Georgia
$966K -$57.7K -335 -6%
KIC
2146
Keating Investment Counselors
Florida
$963K -$670K -3,888 -42%
AIS
2147
AM Investment Strategies
Tennessee
$961K +$30.2K +175 +3%
TPW
2148
Transatlantique Private Wealth
New York
$961K -$21K -122 -2%
NWMG
2149
National Wealth Management Group
Ohio
$960K +$605K +3,511 +199%
CPSC
2150
Carl P. Sherr & Co
Massachusetts
$960K

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.