ABM Industries
209 hedge funds and large institutions have $2.27B invested in ABM Industries in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 27 closing their positions.
41% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 27
34% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 58
5% more funds holding
Funds holding: 199 → 209 (+10)
4.53% more ownership
Funds ownership: 98.85% → 103.38% (+4.5%)
7% less capital invested
Capital invested by funds: $2.44B → $2.27B (-$169M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
48% less call options, than puts
Call options by funds: $218K | Put options by funds: $422K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$135M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$69.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$45.6M |
| 4 |
BlackRock
New York
|
+$28.1M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
THLTP
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
|
-$171M |
| 2 |
Goldman Sachs
New York
|
-$164M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.5M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$11.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$8.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
226
Petrus Trust Company
Dallas,
Texas
| – | -$219K | -5,800 | Closed |
|
|
BWM
227
BigSur Wealth Management
Miami,
Florida
| – | -$207K | -5,500 | Closed |
|
|
II
228
Inspire Investing
Meridian,
Idaho
| – | -$95K | -2,522 | Closed |
|
|
PWM
229
Paulson Wealth Management
Wheaton,
Illinois
| – | -$36K | -967 | Closed |
|
|
RWA
230
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$10K | -260 | Closed |
|
|
CG
231
Cutler Group
San Francisco,
California
| – | -$8K | -231 | Closed |
|
|
TC
232
Telemus Capital
Southfield,
Michigan
| – | -$8K | -200 | Closed |
|
|
STA
233
Summit Trail Advisors
New York
| – | -$6K | -142 | Closed |
|
234
AssetMark Inc
Concord,
California
| – | -$1.24K | -34 | -92% |
|
|
QI
235
QS Investors
New York
| – | -$1K | -9 | Closed |
|
|
JWA
236
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$476 | +13 | New |
|
ABM Hedge Fund Activity: Q1 2018 in Review
209 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ABM Industries (ABM) for Q1 2018, worth a combined $2.27B — down 6.9% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ABM positions and 27 closed out — a net gain of 11 holders — while 78 added to existing stakes and 58 trimmed.
The largest buyer was UBS Group, adding an estimated $135M. The largest seller was Thomas H. Lee (THL) Partners, exiting entirely with an estimated $171M sold.
- 209 institutional investors held ABM Industries (ABM) as of Q1 2018, up from 199 in Q4 2017.
- Funds reported $2.27B of ABM Industries stock for Q1 2018, down 6.9% quarter-over-quarter.
- 38 funds opened new ABM Industries positions in Q1 2018 and 27 closed out, a net change of +11 holders.
- The largest ABM Industries buyer in Q1 2018 was UBS Group, an estimated $135M added.
- The largest ABM Industries seller in Q1 2018 was Thomas H. Lee (THL) Partners, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2018.