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AbbVie

3,365 hedge funds and large institutions have $217B invested in AbbVie in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,467 increasing their positions, 1,316 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.77B | Put options by funds: $2.09B

24% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 125

11% more repeat investments, than reductions

Existing positions increased: 1,467 | Existing positions reduced: 1,316

0.63% more ownership

Funds ownership: 71.06%71.68% (+0.63%)

0% less funds holding

Funds holding: 3,3803,365 (-15)

5% less capital invested

Capital invested by funds: $228B → $217B (-$11.2B)

21% less funds holding in top 10

Funds holding in top 10: 224178 (-46)

Holders
3,365
Holders Change
-15
Holders Change %
-0.44%
% of All Funds
48.59%
Holding in Top 10
178
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-20.54%
% of All Funds
2.57%
New
155
Increased
1,467
Reduced
1,316
Closed
125
Calls
$2.77B
Puts
$2.09B
Net Calls
+$686M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
2201
Cerro Pacific Wealth Advisors
California
$842K +$814K +4,911 New
TPW
2202
Transatlantique Private Wealth
New York
$840K -$57.6K -348 -7%
WG
2203
Wealth Group
North Carolina
$839K -$56K -338 -6%
AGWCA
2204
Annis Gardner Whiting Capital Advisors
Florida
$839K +$4.47K +27 +0.6%
JC
2205
JB Capital
Connecticut
$839K +$5.96K +36 +0.7%
SL
2206
Salomon & Ludwin
Virginia
$837K -$422K -2,545 -34%
DWP
2207
Destiny Wealth Partners
Florida
$837K -$22.9K -138 -3%
BWA
2208
BCU Wealth Advisors
Illinois
$837K +$5.63K +34 +0.7%
HSWM
2209
Hubbell Strickland Wealth Management
Louisiana
$835K -$4.47K -27 -0.6%
CPSC
2210
Carl P. Sherr & Co
Massachusetts
$832K -$69.1K -417 -8%
PFP
2211
Paragon Financial Partners
California
$832K
OCPWS
2212
One Charles Private Wealth Services
Massachusetts
$832K -$5.96K -36 -0.7%
SAM
2213
Summit Asset Management
Tennessee
$828K -$13.9K -84 -2%
CFA
2214
CWS Financial Advisors
Michigan
$827K +$58K +350 +8%
TFF
2215
The Family Firm
Maryland
$825K +$4.31K +26 +0.5%
MAM
2216
Montchanin Asset Management
Delaware
$824K
WAM
2217
WealthTrust Asset Management
Florida
$823K +$2.82K +17 +0.4%
TCM
2218
Traynor Capital Management
Pennsylvania
$821K +$78.8K +476 +11%
EWS
2219
Evergreen Wealth Solutions
Pennsylvania
$821K +$792K +4,784 New
BIP
2220
Blueprint Investment Partners
North Carolina
$820K -$385K -2,327 -33%
PCH
2221
PGIM Custom Harvest
New Jersey
$818K +$37.1K +224 +5%
AF
2222
Advisornet Financial
Minnesota
$818K +$40.1K +242 +5%
MA
2223
MJP Associates
Connecticut
$817K -$22.5K -136 -3%
CPA
2224
Cardiff Park Advisors
California
$814K +$16.7K +101 +2%
MIM
2225
MTM Investment Management
South Carolina
$812K -$3.15K -19 -0.4%

ABBV Hedge Fund Activity: Q2 2024 in Review

3,365 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2024, worth a combined $217B — down 4.9% from $228B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ABBV positions and 125 closed out — a net gain of 30 holders — while 1,467 added to existing stakes and 1,316 trimmed.

The largest buyer was Capital World Investors, adding an estimated $979M. The largest seller was Capital International Investors, cutting an estimated $1.57B.

  • 3,365 institutional investors held AbbVie (ABBV) as of Q2 2024, down from 3,380 in Q1 2024.
  • Funds reported $217B of AbbVie stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 155 funds opened new AbbVie positions in Q2 2024 and 125 closed out, a net change of +30 holders.
  • The largest AbbVie buyer in Q2 2024 was Capital World Investors, an estimated $979M added.
  • The largest AbbVie seller in Q2 2024 was Capital International Investors, an estimated $1.57B sold.

Based on aggregated 13F filings for Q2 2024.