Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios

Benzinga2021-02-18

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.Takeaways ...

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Comments

AndrewL
2021-02-20
AndrewL
Good informations! ?
Gibbie
2021-02-19
Gibbie
Rotation [財迷]
octa8
2021-02-19
octa8
[強]
- Ak91:
  Good reAd
Hoost
2021-02-19
Hoost
Yes , PLTR good buy , now everyone interpreted their earnings wrongly . LMT another good scoop
- JeremyKok:
  I agree on LMT.
Basketrif
2021-02-18
Basketrif
Too wide a variety
JLYJ
2021-02-18
JLYJ
Good information for our reference

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124

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The fourth quarter of 2020 was a big quarter for the S&P 500, and investors were likely intere","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"第四季度13F综述:巴菲特、艾因霍恩、阿克曼和其他人如何调整投资组合","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.Takeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The fourth quarter of 2020 was a big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into 2021.Google parent Alphabet has the attention of fund managers in Q4, with Tepper and Klarman selling and Soros buying.Auto stocks have been hot in the market, and Cooperman was buying General Motors on the strength while Soros was taking profits.Buffett took huge new positions in Verizon and Chevron, both of which pay dividend yields above 4.4%. Buffett also reduced exposure to bank stocks in the quarter, selling Wells Fargo, JPMorgan, M&T and PNC.Several fund managers traded ETFs to play particular themes. Tepper bet on the Energy Sector by buying the XLE fund while Soros made a big bet on emerging markets by buying the EEM fund.Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.David Einhorn’s Greenlight CapitalNotable Q4 Buys/Increases:Danimer Scientific IncFubotv IncConcentrix CorpDillard's, Inc.Sonos IncConsol Energy IncNotable Q4 Sells/Reductions:Intel CorporationJack in the Box Inc.AerCap Holdings N.V.David Tepper’s Appaloosa ManagementNotable Q4 Buys/Increases:Amazon.com, Inc.Occidental Petroleum CorporationEnergy Select Sector SPDR FundQUALCOMM, Inc.Facebook, Inc.Microsoft CorporationTwitter IncNotable Q4 Sells/Reductions:PG&E CorporationMicron Technology, Inc.AT&T Inc.T 2.07%Alibaba Group Holding Ltd - ADRAlphabet, Inc.Netflix IncLeon Cooperman’s Omega AdvisorsNotable Q4 Buys/Increases:Mp Materials CorpGeneral Motors CompanyBarings BDC IncEnergy Transfer LP UnitComcast CorporationNotable Q4 Sells/Reductions:AMC NETWORKS INCBarry Rosenstein’s Jana PartnersNotable Q4 Buys/Increases:Laboratory Corp. of America HoldingsW R Grace & CoTegna Inc.TreeHouse Foods Inc.Notable Q4 Sells/Reductions:Callaway Golf CoJeff Smith’s Starboard ValueNotable Q4 Buys/Increases:ON SemiconductorACI WorldwideCortevaNortonLifeLockNotable Q4 Sells/Reductions:Advance Auto PartsComScoreWarren Buffett’s Berkshire HathawayNotable Q4 Buys/Increases:Verizon Communications Inc.Merck & Co., Inc.AbbVie IncT-Mobile Us IncChevron CorporationNotable Q4 Sells/Reductions:Apple IncWells Fargo & CoBarrick Gold CorpM&T Bank CorporationPNC Financial Services Group IncPfizer Inc.JPMorgan Chase & Co.George Soros’ Soros Fund ManagementNotable Q4 Buys/Increases:Quantumscape CorpiShares MSCI Emerging Markets ETFWalt Disney CoAmazon.com, Inc.Nike IncUber Technologies IncAlphabet IncNotable Q4 Sells/Reductions:Draftkings IncGeneral Motors CompanyCarl Icahn’s Icahn CapitalNotable Q4 Buys/Increases:Icahn Enterprises LP Common StockBausch Health Companies IncDana IncXerox Holdings CorpNotable Q4 Sells/Reductions:Cheniere Energy, Inc.Tenneco IncBill Ackman’s Pershing Square CapitalNotable Q4 Buys/Increases:(none)Notable Q4 Sells/Reductions:Starbucks CorporationRestaurant Brands International IncLowe’s Companies IncAgilent Technologies IncHilton Hotels CorporationSeth Klarman’s Baupost GroupNotable Q4 Buys/Increases:Intel CorporationMarathon Petroleum CorpFacebook, Inc.eBay IncNotable Q4 Sells/Reductions:CBS CorporationHP IncFox CorpAlphabet, Inc.","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":387792218,"gmtCreate":1613784020334,"gmtModify":1704884963759,"author":{"id":"3571815908504020","authorId":"3571815908504020","name":"AndrewL","avatar":"https://static.tigerbbs.com/f45655eaaab14f0b61c554eea4d95ca7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571815908504020","authorIdStr":"3571815908504020"},"htmlText":"Good informations! ?","listText":"Good informations! ?","text":"Good informations! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387792218","repostId":1162528908,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":384713437,"gmtCreate":1613688739729,"gmtModify":1704883648900,"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"htmlText":"Rotation&nbsp;[財迷]&nbsp;","listText":"Rotation&nbsp;[財迷]&nbsp;","text":"Rotation [財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384713437","repostId":1162528908,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":384795333,"gmtCreate":1613685653822,"gmtModify":1704883628463,"author":{"id":"3563518698255751","authorId":"3563518698255751","name":"octa8","avatar":"https://static.tigerbbs.com/a9866d6e2ee91185e34a0a44121ba0f1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3563518698255751","authorIdStr":"3563518698255751"},"htmlText":"[強]&nbsp;","listText":"[強]&nbsp;","text":"[強]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/384795333","repostId":1162528908,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3627516,"gmtCreate":1613957215159,"gmtModify":1680777792727,"authorId":3573276404004652,"author":{"id":3573276404004652,"idStr":"3573276404004652","authorId":3573276404004652,"name":"Ak91","avatar":"https://static.tigerbbs.com/0578c6f4e6345562f2d636b87cc2b9fd","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384795333,"type":1,"supId":0,"prevId":0,"content":"Good reAd","text":"Good reAd","html":"Good reAd"}],"langContent":"CN"},{"id":384457609,"gmtCreate":1613672611101,"gmtModify":1704883582398,"author":{"id":"3554822178940474","authorId":"3554822178940474","name":"Hoost","avatar":"https://static.tigerbbs.com/c71ecd26a8ddefbb35e0d68493da7933","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3554822178940474","authorIdStr":"3554822178940474"},"htmlText":"Yes , PLTR good buy , now everyone interpreted their earnings wrongly . LMT another good scoop&nbsp;","listText":"Yes , PLTR good buy , now everyone interpreted their earnings wrongly . LMT another good scoop&nbsp;","text":"Yes , PLTR good buy , now everyone interpreted their earnings wrongly . LMT another good scoop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/384457609","repostId":1162528908,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3604772,"gmtCreate":1613683680112,"gmtModify":1680777445703,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384457609,"type":1,"supId":0,"prevId":0,"content":"I agree on LMT.","text":"I agree on LMT.","html":"I agree on LMT."}],"langContent":"EN"},{"id":384253525,"gmtCreate":1613658247267,"gmtModify":1704883316746,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"Basketrif","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"htmlText":"Too wide a variety","listText":"Too wide a variety","text":"Too wide a variety","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384253525","repostId":1162528908,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":384298455,"gmtCreate":1613653908977,"gmtModify":1704883241934,"author":{"id":"3572685978072370","authorId":"3572685978072370","name":"JLYJ","avatar":"https://static.tigerbbs.com/de57572f1fa11e3decd397d6be51e2e6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572685978072370","authorIdStr":"3572685978072370"},"htmlText":"Good information for our reference","listText":"Good information for our reference","text":"Good information for our reference","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384298455","repostId":1162528908,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":124,"commentSize":33,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1162528908"}