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AbbVie

3,139 hedge funds and large institutions have $197B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,251 increasing their positions, 1,359 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.04B

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

0.07% less ownership

Funds ownership: 69.85%69.77% (-0.07%)

1% less funds holding

Funds holding: 3,1683,139 (-29)

8% less repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,359

13% less funds holding in top 10

Funds holding in top 10: 348303 (-45)

23% less capital invested

Capital invested by funds: $255B → $197B (-$58.3B)

Holders
3,139
Holders Change
-29
Holders Change %
-0.92%
% of All Funds
50.02%
Holding in Top 10
303
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-12.93%
% of All Funds
4.83%
New
158
Increased
1,251
Reduced
1,359
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
AT
2301
Avalon Trust
New Mexico
$625K +$599K +3,919 New
FDDB
2302
Fidelity D&D Bancorp
Pennsylvania
$624K +$524K +3,426 New
OFS
2303
OneAscent Financial Services
Alabama
$623K -$91.9K -601 -13%
DOA
2304
D'Orazio & Associates
Virginia
$622K -$10.5K -69 -2%
MPM
2305
Meritage Portfolio Management
Kansas
$618K -$2.93M -19,157 -83%
BFG
2306
Bouchey Financial Group
New York
$618K +$49.7K +325 +9%
PMA
2307
Prudent Man Advisors
Illinois
$617K -$14.5K -95 -2%
CHA
2308
Cooper/Haims Advisors
New York
$615K -$19.1K -125 -3%
SCM
2309
Stonebridge Capital Management
California
$613K -$253K -1,654 -30%
CGH
2310
CMG Global Holdings
Texas
$611K
PCA
2311
Peddock Capital Advisors
Massachusetts
$610K +$53.1K +347 +10%
PWM
2312
Peterson Wealth Management
Nevada
$610K +$326K +2,133 +126%
EAM
2313
Evanson Asset Management
California
$609K
WHC
2314
Wulff, Hansen & Co
California
$608K
HHGA
2315
Halbert Hargrove Global Advisors
California
$608K +$67.9K +444 +13%
FFIC
2316
First Fiduciary Investment Counsel
Ohio
$607K
WA
2317
WealthTrust Axiom
Pennsylvania
$607K +$153 +1 +0%
IAG
2318
Investment Advisory Group
Massachusetts
$605K
MC
2319
Montag & Caldwell
Georgia
$604K -$13.9K -91 -2%
MA
2320
MKT Advisors
California
$603K +$1.99K +13 +0.3%
LFGO
2321
Legacy Financial Group (Oklahoma)
Oklahoma
$601K +$15.1K +99 +3%
LIM
2322
Lathrop Investment Management
Arkansas
$601K -$63.4K -415 -10%
CSC
2323
Caldwell Sutter Capital
California
$601K +$304K +1,988 +112%
AC
2324
Annandale Capital
Texas
$600K
CG
2325
Clarus Group
Texas
$598K +$16.2K +106 +3%

ABBV Hedge Fund Activity: Q1 2023 in Review

3,139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2023, worth a combined $197B — down 23% from $255B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ABBV positions and 117 closed out — a net gain of 41 holders — while 1,251 added to existing stakes and 1,359 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91B. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 3,139 institutional investors held AbbVie (ABBV) as of Q1 2023, down from 3,168 in Q4 2022.
  • Funds reported $197B of AbbVie stock for Q1 2023, down 23% quarter-over-quarter.
  • 158 funds opened new AbbVie positions in Q1 2023 and 117 closed out, a net change of +41 holders.
  • The largest AbbVie buyer in Q1 2023 was Charles Schwab, an estimated $1.91B added.
  • The largest AbbVie seller in Q1 2023 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q1 2023.