Hedge Fund 13F Round-Up For Q4 2018

Below is a 13F Roundup for some high profile names for the fourth quarter of 2018. Q4 hedge fund letters, conference, scoops etc These statements are generally seen as a barometer of hedge fund sentiment, even though they are filed several weeks after the end of the quarter to which they relate. The [...]

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Third Quarter 2018 13F Round-Up

Below is a 13F Roundup for some high profile names for the second quarter of 2018. These statements are generally seen as a barometer of hedge fund sentiment, even though they are filed several weeks after the end of the quarter to which they relate. What's more, the statements only include equity [...]

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13F Filings For Q2 2016: Hedge Fund Round-Up

Below is a summary of 2Q equity hedge fund holdings from June. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have previously been reported in separate filings. But before you read make sure to [...]

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Bob Bishop Buys Commodity Stocks, Bets Against Viking Global

Bob Bishop vs Viking Global? Shorts in some metals and mineral companies have stood their ground over the years, according to disclosures made to the U.K.'s Financial Conduct Authority. One such bet is Andreas Halvorsen's short in Rio Tinto, a major mineral miner. See Viking Global and other great Q1 letters-> [...]

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Paulson Takes Profit As Gold Miners Gain 100 Percent

Gold Miners are having a nice year, but are they helping Paulson & Co.? John Paulson stays in the news every year, not just because he is rich and famous but also because usually one asset class in his portfolio is significantly underperforming. This year the worst performer so far has been [...]

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13F Filings For Q3 2015: Hedge Fund Round-Up

Below is a summary of 3Q equity hedge fund holdings from Sept. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have previously been reported in separate filings. Other ValueWalk Q3 hedge fund trends  coverage: Q3 13Fs: [...]

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Q3 Hedge Fund Trends: Berkshire Hot, Medtronic Not

It's not secret that hedge funds tend to cluster in several key stocks, which can have adverse effects as we've seen with Valeant Pharmaceuticals Int'l, although, this clustering can be useful for generating trading ideas. With that in mind, here are the top five hedge fund 'buys' and 'sells' of the third [...]

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13F Filings For Q2 2015: Hedge Fund Round-Up

Below is a summary of 2Q equity hedge fund holdings from June. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have previously been reported in separate filings. David Tepper Appaloosa Management Hedge Fund 13F filings Buys: [...]

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Jana Partners Adds Time Warner Cable, Sells NCR Corporation

Activist hedge fund Jana Partners added to its positions in the media and cloud spaces during the second quarter. The fund also initiated several new positions in the engineering sector.   Jana: New Acquisitions During the second quarter, Jana added five new large positions to its portfolio: ConAgra Foods Inc, Johnson [...]

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[Archives] Patient Capital Outperformance: The Investment Skill of High Active Share Managers Who Trade Infrequently

Patient Capital Outperformance: The Investment Skill of High Active Share Managers Who Trade Infrequently by SSRN Martijn Cremers University of Notre Dame Ankur Pareek Rutgers University September 19, 2014 Abstract: This paper documents that among high Active Share portfolios – whose holdings differ substantially from the holdings of their benchmark – only those [...]

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An Analysis Of Berkshire Hathaway's Energy Investment Skills

Berkshire Hathaway's Energy Investment Skills by AlphaBetaWorks Insights Should Investors Follow Buffet out of XOM Berkshire Hathaway’s year-end 2014 Form 13F showed the liquidation of the approximately $4 billion Exxon Mobil position. This sale has generated considerable discussion. Absent data on Berkshire’s Energy Sector record, the sale is uninformative; we provide [...]

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JD.com Is Popular Holding Among Tiger Cubs

The Chinese online retailer JD.com has gathered a number of fans among the hedge funds, especially the Tiger cubs. A number of ex-portfolio managers at Julian Robertson's Tiger Management have recently taken a liking to JD.com, and either bought or increased positions in the company over the previous quarter. So [...]

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Hedge Funds Bet On Energy To Boost Returns In 2015

As we mentioned in a previous post, hedge funds took a distinct interest in energy sector towards the end of last year. A quarterly review of hedge fund holdings by Goldman Sachs confirms this. The report noted that entering into 2015, hedge funds had a record net long exposure of 57%, [...]

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Berkshire Hathaway 13F Key Changes: Exxon, IBM, Deere

By Dr. David Kass After the market closed on February 17, 2015, Berkshire Hathaway (BRK.A, BRK.B) reported its equity holdings of U.S. based companies in its SEC 13F filing for the quarter ending December 31, 2014.  This report revealed numerous changes to Berkshire’s portfolio.  The three largest were: (1) Warren Buffett sold [...]

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13Fs: Investor Recognition and Stock Returns

Investor Recognition and Stock Returns by Wesley R. Gray, Ph.D., Alpha Architect, , Author, Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors Reuven Lehavy and Richard G. Sloan The Review of Accounting Studies, Vol. 13,  2008. An older version of the paper can be found here. Abstract: “We analyze the relation between [...]

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Alibaba And The 16 Tiger Cubs

Open Sesame: Alibaba and the 16 Tiger Cubs By Stan Altshuller, Novus Research  Jack Ma’s story is an inspiring one. But his biggest fans yet might be a group of highly successful hedge fund managers dubbed the “Tiger Cubs” for their association with Julian Roberston’s legendary asset management firm Tiger Management. Upon analyzing the [...]

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Big Changes to Berkshire’s Portfolio in Third Quarter 2014

Major Changes to Berkshire’s Portfolio in Third Quarter 2014 by Dr. David Kass In its SEC 13F filing after the market closed on Friday, November 14, Berkshire Hathaway (BRK.A, BRK.B) revealed several major changes to its portfolio during the third quarter of 2014. Berkshire’s four largest transactions involved increasing its previous stakes [...]

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