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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
PWA
2351
Peterson Wealth Advisors
Utah
$725K -$86K -499 -11%
TCBWMS
2352
Texas Capital Bank Wealth Management Services
Texas
$724K +$4.48K +26 +0.7%
AT
2353
Avalon Trust
New Mexico
$719K -$17.2K -100 -2%
CWM
2354
C2C Wealth Management
Arizona
$719K -$875K -5,079 -56%
AWM
2355
Aprio Wealth Management
Georgia
$718K +$196K +1,136 +40%
CSWG
2356
Cardinal Strategic Wealth Guidance
Kentucky
$718K
PFGIA
2357
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$47K +273 +7%
NDSI
2358
Newman Dignan & Sheerar Inc
Rhode Island
$716K -$6.72K -39 -1%
GWP
2359
Gen-Wealth Partners
Michigan
$714K +$676K +3,923 New
BBNA
2360
Bremer Bank National Association
Minnesota
$714K -$1.03M -5,976 -60%
GWM
2361
Gray Wealth Management
Maine
$713K +$38.4K +223 +6%
CWM
2362
Campbell Wealth Management
Virginia
$713K +$30.5K +177 +5%
APW
2363
Austin Private Wealth
Texas
$710K +$42.7K +248 +7%
NPT
2364
National Philanthropic Trust
Pennsylvania
$709K -$347K -2,016 -34%
FAFN
2365
First Affirmative Financial Network
Colorado
$709K -$3.79K -22 -0.6%
IWP
2366
Insight Wealth Partners
Texas
$701K -$155K -900 -19%
CCM
2367
Cutler Capital Management
Massachusetts
$701K +$5.86K +34 +0.9%
HS
2368
Horan Securities
United States
$700K +$33.8K +196 +5%
OFW
2369
Omnia Family Wealth
Florida
$699K +$59.1K +343 +10%
SOS
2370
Silver Oak Securities
Tennessee
$699K +$87K +505 +15%
CGH
2371
CMG Global Holdings
Texas
$698K
BAM
2372
Bosun Asset Management
Illinois
$697K -$807K -4,683 -55%
MWM
2373
Mosley Wealth Management
California
$697K -$13.4K -78 -2%
PA
2374
PSI Advisors
Florida
$697K -$113K -655 -15%
Members Trust
2375
Members Trust
Florida
$695K +$101K +585 +18%

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.