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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
BWM
2276
Brown Wealth Management
Illinois
$802K -$15K -87 -2%
CAL
2277
Capital Advisors Ltd
Ohio
$801K +$22.1K +128 +3%
SIG
2278
Sargent Investment Group
Maryland
$801K -$719K -4,173 -49%
MCM
2279
Mill Capital Management
North Carolina
$798K
RBFC
2280
Roman Butler Fullerton & Co
Missouri
$797K +$18.8K +109 +2%
AFT
2281
Alpha Family Trust
California
$797K
PSCM
2282
Per Stirling Capital Management
Texas
$796K +$42.2K +245 +6%
WMP
2283
Wealth Management Partners
Arizona
$790K -$62.7K -364 -8%
FAG
2284
Financial Advisory Group
Texas
$787K -$4.48K -26 -0.6%
CFSG
2285
Clark Financial Services Group
Missouri
$786K -$2.07K -12 -0.3%
TCM
2286
Traynor Capital Management
Pennsylvania
$785K +$34.1K +198 +5%
PBF
2287
Petix & Botte Financial
California
$785K -$746K -4,327 -50%
CP
2288
Canopy Partners
Ohio
$784K +$106K +614 +17%
PIM
2289
Provident Investment Management
Michigan
$784K +$105K +608 +16%
CWA
2290
Clearview Wealth Advisors
Oregon
$783K -$22.2K -129 -3%
GTAM
2291
Global Trust Asset Management
Florida
$781K
SSW
2292
Smith Shellnut Wilson
Mississippi
$781K -$32.2K -187 -4%
HWA
2293
HHM Wealth Advisors
Tennessee
$775K
FMP
2294
Financial Management Professionals
Texas
$774K -$151K -875 -17%
SGAM
2295
Smith Group Asset Management
Texas
$772K +$371K +2,150 +103%
GPA
2296
Guerra Pan Advisors
New Jersey
$770K -$6.2K -36 -0.8%
CWM
2297
Cranbrook Wealth Management
Michigan
$770K
KWA
2298
Kellett Wealth Advisors
Ohio
$770K +$8.62K +50 +1%
ECG
2299
Edge Capital Group
Georgia
$769K -$15.9K -92 -2%
SCP
2300
Sivia Capital Partners
California
$768K +$91.2K +529 +14%

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.