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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
SFG
2451
Sovereign Financial Group
Connecticut
$490K +$1.68K +11 +0.4%
PIP
2452
Peachtree Investment Partners
Florida
$489K -$550K -3,595 -54%
IWA
2453
Intercontinental Wealth Advisors
Texas
$488K +$33K +216 +8%
QPW
2454
Quantum Private Wealth
Florida
$488K -$229K -1,500 -33%
NRC
2455
New Republic Capital
North Carolina
$487K +$171K +1,116 +58%
SMWM
2456
Silvia McColl Wealth Management
California
$487K -$15.1K -99 -3%
RWM
2457
RBA Wealth Management
California
$487K -$2.88M -18,808 -86%
DW
2458
Domani Wealth
Pennsylvania
$486K +$11.5K +75 +3%
RAM
2459
Roanoke Asset Management
New Jersey
$486K
GFA
2460
Gallagher Fiduciary Advisors
Illinois
$485K +$465K +3,041 New
SFA
2461
Souders Financial Advisors
Ohio
$485K -$15.9K -104 -3%
GFWA
2462
Grey Fox Wealth Advisors
Delaware
$484K +$5.2K +34 +1%
VWMG
2463
Virginia Wealth Management Group
Virginia
$483K +$2.9K +19 +0.6%
ACM
2464
Ategra Capital Management
Virginia
$482K
AP
2465
Advisors Preferred
Maryland
$482K -$103K -672 -18%
MWM
2466
Maltin Wealth Management
New Jersey
$482K +$3.21K +21 +0.7%
LW
2467
Libra Wealth
California
$481K
LCWP
2468
Legacy Capital Wealth Partners
Arkansas
$481K +$461K +3,017 New
RA
2469
Riversedge Advisors
Delaware
$480K +$58.6K +383 +15%
MAG
2470
MRA Advisory Group
New Jersey
$480K +$94K +615 +26%
KWM
2471
Keebeck Wealth Management
Illinois
$480K -$109K -716 -19%
PCMC
2472
Private Capital Management (Colorado)
Colorado
$480K +$122K +798 +36%
FUBT
2473
First United Bank & Trust
Maryland
$479K
ACM
2474
AUA Capital Management
Pennsylvania
$479K
CC
2475
Constitution Capital
Connecticut
$478K -$15.3K -100 -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.