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ABB

ABB Ltd

Delisted

ABB was delisted on the 22nd of May, 2023.

329 hedge funds and large institutions have $2.05B invested in ABB Ltd in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $5.67M

7% less funds holding

Funds holding: 354329 (-25)

13% less capital invested

Capital invested by funds: $2.36B → $2.05B (-$315M)

27% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 139

49% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 51

100% less funds holding in top 10

Funds holding in top 10: 90 (-9)

Holders
329
Holders Change
-25
Holders Change %
-7.06%
% of All Funds
9.46%
Holding in Top 10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
101
Reduced
139
Closed
51
Calls
$22.2M
Puts
$5.67M
Net Calls
+$16.5M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$331M +$109M +4,483,000 +45%
Macquarie Group
2
Macquarie Group
Australia
$141M +$40.2M +1,662,545 +37%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$121M +$3.2M +132,129 +3%
Invesco
4
Invesco
Georgia
$83.4M +$1.92M +79,325 +2%
CS
5
Credit Suisse
Switzerland
$83.2M -$9.32M -385,173 -10%
Northern Trust
6
Northern Trust
Illinois
$74.7M +$4.4M +181,789 +6%
SCCM
7
Schafer Cullen Capital Management
New York
$62.2M -$12.9M -534,669 -17%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$48.6M +$2.57M +106,000 +5%
JP Morgan Chase
9
JP Morgan Chase
New York
$46.5M -$2.41M -99,717 -5%
Bank of America
10
Bank of America
North Carolina
$42M -$19.5M -806,321 -31%
MAA
11
Managed Account Advisors
New Jersey
$40.1M +$643K +26,583 +2%
MIP
12
Mondrian Investment Partners
United Kingdom
$38.7M +$3.7M +153,000 +10%
Franklin Resources
13
Franklin Resources
California
$34.9M -$229K -9,463 -0.6%
Wells Fargo
14
Wells Fargo
California
$34.3M -$452K -18,689 -1%
RFC
15
Russell Frank Company
Washington
$29.7M -$586K -24,200 -2%
Morgan Stanley
16
Morgan Stanley
New York
$25.4M -$1.95M -80,555 -7%
KFC
17
Klingenstein Fields & Co
New York
$24.1M +$78.5K +3,245 +0.3%
SAM
18
Sentinel Asset Management
Vermont
$23.9M +$1.45M +60,000 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21.7M -$2.25M -92,995 -9%
BHC
20
Bowen Hanes & Co
Florida
$20.8M -$8.01M -330,750 -27%
BC
21
Bartlett & Co
Ohio
$19.8M -$2.63M -108,605 -11%
HI
22
Honeywell International
North Carolina
$19.1M +$1.82M +75,000 +10%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$18.3M
Goldman Sachs
24
Goldman Sachs
New York
$17.4M -$467K -19,301 -2%
U
25
UBS
Switzerland
$16.4M -$2.09M -86,429 -11%

ABB Hedge Fund Activity: Q2 2014 in Review

329 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ABB Ltd (ABB) for Q2 2014, worth a combined $2.05B — down 13% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ABB and 26 opened new positions — a net loss of 25 holders — while 139 trimmed existing stakes and 101 added.

The largest buyer was Wellington Management Group, adding an estimated $109M. The largest seller was Loring Wolcott & Coolidge Fiduciary Advisors, cutting an estimated $22.8M.

  • 329 institutional investors held ABB Ltd (ABB) as of Q2 2014, down from 354 in Q1 2014.
  • Funds reported $2.05B of ABB Ltd stock for Q2 2014, down 13% quarter-over-quarter.
  • 26 funds opened new ABB Ltd positions in Q2 2014 and 51 closed out, a net change of -25 holders.
  • The largest ABB Ltd buyer in Q2 2014 was Wellington Management Group, an estimated $109M added.
  • The largest ABB Ltd seller in Q2 2014 was Loring Wolcott & Coolidge Fiduciary Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2014.