Maple-brown Abbott Ltd 13F annual report

Maple-brown Abbott Ltd is an investment fund managing more than $977 billion ran by Anna Pohjonen. There are currently 14 companies in Mrs. Pohjonen’s portfolio. The largest investments include Ameren and American Elec Pwr Co Inc, together worth $233 billion.

$977 billion Assets Under Management (AUM)

As of 26th July 2024, Maple-brown Abbott Ltd’s top holding is 1,714,520 shares of Ameren currently worth over $127 billion and making up 13.0% of the portfolio value. Relative to the number of outstanding shares of Ameren, Maple-brown Abbott Ltd owns more than approximately 0.1% of the company. In addition, the fund holds 1,238,580 shares of American Elec Pwr Co Inc worth $107 billion. The third-largest holding is NiSource Inc worth $95.2 billion and the next is Entergy worth $95.2 billion, with 900,850 shares owned.

Currently, Maple-brown Abbott Ltd's portfolio is worth at least $977 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Maple-brown Abbott Ltd

The Maple-brown Abbott Ltd office and employees reside in Barangaroo, Australia. According to the last 13-F report filed with the SEC, Anna Pohjonen serves as the Risk and Compliance Analyst at Maple-brown Abbott Ltd.

Recent trades

In the most recent 13F filing, Maple-brown Abbott Ltd revealed that it had increased its stake in Ameren and bought 139,660 additional shares worth around $11 million. This means they effectively own approximately 0.1% of the company. Ameren makes up 26.7% of the fund's Utilities sector allocation and has decreased its share price by 3.7% in the past year.

On the other hand, Anna Pohjonen disclosed a decreased stake in American Elec Pwr Co Inc by 0.3%. This leaves the value of the investment at $107 billion and 1,238,580 shares.

One of the average hedge funds

The two most similar investment funds to Maple-brown Abbott Ltd are Folger Nolan Fleming Douglas Capital Management, Inc and Forbes J M & Co LL.P.. They manage $978 billion and $976 billion respectively.

Anna Pohjonen investment strategy

Maple-brown Abbott Ltd’s portfolio is diversified across 4 sectors. Currently, their heaviest sector is Utilities — making up 48.6% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 50% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $46.7 billion.

The complete list of Maple-brown Abbott Ltd trades based on 13F SEC filings

These positions were updated on August 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ameren Corp.	8.87% 1,714,520	$126,805,899,000	12.97%
American Elec Pwr Co Inc	26.66% 1,238,580	$106,629,352,000	10.91%
NiSource Inc	23.54% 3,442,513	$95,219,908,000	9.74%
Entergy Corp.	3.38% 900,850	$95,201,827,000	9.74%
Sempra Energy	15.66% 1,322,740	$95,012,414,000	9.72%
Crown Castle Intl Corp New	1.47% 895,398	$94,759,970,000	9.70%
Duke Energy Corp.	2.16% 973,160	$94,114,304,000	9.63%
Exelop Corporation	2.60% 2,288,550	$85,957,939,000	8.79%
Dominion Energy Inc	3.17% 1,293,700	$63,637,104,000	6.51%
American Tower Corp.	1.99% 317,910	$62,815,837,000	6.43%
Cheniere Energy Inc.	7.95% 301,100	$48,561,408,000	4.97%
Taiwan Semiconductor Mfg Ltd	64.39% 35,308	$4,803,653,000	0.49%
Hdfc Bank Limited	44.80% 48,287	$2,702,623,000	0.28%
Vipshop Holdings Limited	1.78% 70,420	$1,165,451,000	0.12%
No transactions found
Showing first 500 out of 14 holdings