13F: How Do Institutions Change Their Portfolio?

Hedge funds and institutions have released their holdings through 13F disclosures. Their reports will influence a great number of stocks. -------------------- How do they change their portfolio? What investing clue can we follow?

13F Track: Stanley Druckenmiller’s Latest Add & Sold

Some things people may have missed from Stanley Druckenmiller’s latest 13F filings: He added: $iShares Russell 2000 ETF(IWM)$ —> $664M worth of calls, this to me is incredible…he really sees the broadening of this market to small caps $SPDR S&P Regional Banking ETF(KRE)$ —> 307K shares, Stan likes regional banks… $Reddit(RDDT)$ Reddit —> 175K shares, seems like he saw the need for real time data from platforms like Reddit $Palo Alto Networks(PANW)$ —> 74K shares, likely on the Q1 dip with Nancy Sold: All of his $AbCellera Biologics(ABCL)$ and
13F Track: Stanley Druckenmiller’s Latest Add & Sold
I'm not sure I want to invest in anything the massive institutions are playing with. I still recall my days in the sandpit at kindergarten. A couple of institutional bullies that would not let you play with the cool big yellow digger. I was just the little retail investor that got to play with the shell, and pretend it was a digger.  I'm actually not implying that institutional investors are bullies, but they control the market and we tiny retail investors get nothing but crumbs. So I look at stocks that they don't. Obviously I do have a portion of my stocks in the bigs, but it's just $Vanguard S&P 500 ETF(VOO)$ And $Vanguard Growth ETF(VUG)$. Let the bigs do what the bigs do, I'm happy with the cr

🧐Q124 13F Digest| Why Warren Buffett is Quietly Adding Chubb?

1. $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ Revealed New Addings on $Chubb(CB)$ in Q1 2024Major institutional investors like Berkshire Hathaway, Third Point, and other institutional investors filed 13F forms for the Q1 2024 by Wednesday, revealing their latest investment moves.Read More>>13F Tracking | Berkshire Adds Chubb Stake While Sells Apple; Hedge Funds Buy NvidiaLeave your comment and join to the theme topic on
🧐Q124 13F Digest| Why Warren Buffett is Quietly Adding Chubb?

13F Tracking | Berkshire Adds Chubb Stake While Sells Apple; Hedge Funds Buy Nvidia

Top investment institutions have released their 13F filings for the first quarter of 2024. Buffett's Berkshire adds the insurer $Chubb(CB)$ stake while sells Apple. Hedge funds pump up exposure to $Nvidia(NVDA)$.Warren Buffett's Berkshire Hathaway on Wednesday revealed a new, $6.72 billion stake in the insurer $Chubb(CB)$, confirming months of speculation that it had made a big new investment.Berkshire owned 25.92 million Chubb shares as of March 31, according to a regulatory filing detailing Berkshire's U.S.-listed holdings as of that date.The disclosure sent Chubb's share price to a record high in after-hours trading, rising 7.4% to $271.8.The Chubb investment was
13F Tracking | Berkshire Adds Chubb Stake While Sells Apple; Hedge Funds Buy Nvidia
What to buy next ? 

Citigroup's Top % adding in Q124: EFA, HYG, MU, XBI, INTC, XLV, QCOM &AMD

Citigroup Inc $Citigroup(C)$ submitted its 13F filings for the last quarter, reporting a portfolio comprising 4804 holdings. The firm's assets under management (AUM) stand at $92.95 billion, reflecting a positive return of 12.52% for Q1 2024.Citigroup Inc. - FinpediaBelow are the top 8 shifts in share positions for Q1 2024 that may interest you: $iShares MSCI EAFE ETF(EFA)$ +799.83% $iShares iBoxx $ High Yield Corporate Bond ETF(HYG)$ +353.59% $Micron Technology(MU)$ +115.46% $Spdr S&P Biotech Etf(XBI)$ +114.76% $Intel(INTC)$ +105.1%
Citigroup's Top % adding in Q124: EFA, HYG, MU, XBI, INTC, XLV, QCOM &AMD

FMR LLC‘s Top Adding in Q124: DIS, MU, ASML, AVGO, MRK, TSM,

Fidelity Investments Holdings submitted its 13F filings for the last quarter, reporting a portfolio comprising 5333 holdings. The firm's assets under management (AUM) stand at $1.49T, reflecting a positive return of 21.21% for Q1 2024.FMR LLC. Information about the issuer. (LEI 6X064LF7Y6B4DKF2GZ26). News and credit ratings. Tables with accounting and financial reports.Below are the top 8 shifts in share positions for Q1 2024 that may interest you: $Walt Disney(DIS)$ +79.19% $Micron Technology(MU)$ +44.75% $ASML Holding NV(ASML)$ +41.7% $Broadcom(AVGO)$ +35.29% $Merck(MRK)$ +21.89%
FMR LLC‘s Top Adding in Q124: DIS, MU, ASML, AVGO, MRK, TSM,

SIG's Q124 13F Track: Top 8 addings includes SNOW, SMCI, NOW, INTC, GE

Susquehanna International Group Llp submitted its 13F filings for the last quarter, reporting a portfolio comprising 5475 holdings. The firm's assets under management (AUM) stand at $83.25 billion, reflecting a positive return of 11.15% for Q1 2024.SIG | Susquehanna International Group, LLPBelow are the top 8 shifts in share positions for Q1 2024 that may interest you: $Snowflake(SNOW)$ $Industrial Select Sector SPDR Fund(XLI)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $Newmont Mining(NEM)$ $Intel
SIG's Q124 13F Track: Top 8 addings includes SNOW, SMCI, NOW, INTC, GE

🚀 JPM's Q124 13F Track: VOO, IVV, CRM, XOM, CVX &TXN See Most Share Adding

$JPMorgan Chase(JPM)$ submitted its 13F filings for the last quarter, reporting a portfolio comprising 6349 holdings. The firm's assets under management (AUM) stand at $1.12T billion, reflecting a positive return of 15.07% for Q1 2024.JPM - JPMorgan Chase & Co. (NYSE) - Share Price and NewsFor investors seeking insight into market movements, the top 8 shifts in share positions for Q1 2024 at $JPMorgan Chase(JPM)$ are as follows: $Vanguard S&P 500 ETF(VOO)$ +95.78% $iShares Core S&P 500 ETF(IVV)$ +60.7% $Salesforce.com(CRM)$ +41.29% $E
🚀 JPM's Q124 13F Track: VOO, IVV, CRM, XOM, CVX &TXN See Most Share Adding

🚀 UBS Group AG's Q1 2024 13F Track: Top 8 Notable Holdings

$UBS Group AG(UBS)$ UBS Group AG (UBS) submitted its 13F filings for the last quarter, reporting a portfolio comprising 8,010 holdings. The firm's assets under management (AUM) stand at $303.01 billion, reflecting a positive return of 12.10% for Q1 2024.Acquisition of Credit Suisse by UBS - WikipediaFor investors seeking insight into market movements, the top 8 shifts in share positions for Q1 2024 at UBS are as follows: $Qualcomm(QCOM)$ +56.48% $MasterCard(MA)$ +53.67% $Tesla Motors(TSLA)$ +51.78% $Meta Platforms, Inc.(META)$ +44.9% $Advanced
🚀 UBS Group AG's Q1 2024 13F Track: Top 8 Notable Holdings

Blackrock's Q1 2024 13F Track: Top Buys Includes LLY

$BlackRock(BLK)$ Blackrock is based out of New York. Their last reported 13F filing for Q1 2024 included $4,295,718,804,000 in managed 13F securities and a top 10 holdings concentration of 23.84%. Blackrock's largest holding is Microsoft Corp. with shares held of 546,019,859.>>Join to 🎁Track Q124 13F: Share Your Trusted Institutional Additions📈Top 5 Positions: $Microsoft(MSFT)$ $Apple(AAPL)$ $NVIDIA Corp(NVDA)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ Top
Blackrock's Q1 2024 13F Track: Top Buys Includes LLY

🚀Jim Simons' Renaissance Technologies files its Q1 13F

Welcome to check the new positions, top buys and top sales.>>Join to 🎁Track Q124 13F: Share Your Trusted Institutional Additions📈🚀Top 5 positions: 1. $Novo-Nordisk A/S(NVO)$ , 2.18% 2. $Palantir Technologies Inc.(PLTR)$ , 1.71% 3. $Meta Platforms, Inc.(META)$ , 1.20% 4. $Airbnb, Inc.(ABNB)$ , 1.15% 5. $Amazon.com(AMZN)$ , 1.06%🏆New Positions: $Chevron(CVX)$ $Linde PLC(LIN)$ $Union Pac
🚀Jim Simons' Renaissance Technologies files its Q1 13F

🎁Track Q124 13F: Share Your Trusted Institutional Additions📈

[Cool]As 13F filings continue to roll in, they offer a valuable window into institutional investment trends in the stock market. These documents, initially submitted at the start of the previous month, will be ongoing through mid-May.[Miser] 🔍 Share Your Trusted Institutional Additions 🏦Are you aware of any institutions that have recently added new positions which you have confidence in? share your findingsWe invite you to share your findings under the two format as follow to win more rewards.🎁Example 1 : A Chart + New Buys with TickersJeff Auxier's portfolio saw the addition of three new stocks in this quarter:Textainer Group Holdings Summary of New Buys: $JPMorgan Chase(JPM)$ was the most significant new addition with 1,163 shares, representing 0
🎁Track Q124 13F: Share Your Trusted Institutional Additions📈

Nvidia's 13F: What Do Investments in 5 Companies Mean?

Recently, the king of AI, $NVIDIA Corp(NVDA)$ , disclosed its 13F filing, revealing its holdings for the first time!According to the document, Nvidia holds a total of five stocks, namely chip design company $ARM Holdings Ltd(ARM)$ , biotechnology company $Recursion Pharmaceuticals, Inc.(RXRX)$ , voice AI company $SoundHound AI Inc(SOUN)$ , autonomous driving company $TuSimple Holdings Inc.(TSP)$ , and medical imaging developer $Nano-X Imaging Ltd.(NNOX)$ .After the exposure of the holdings data, the stock prices of the relevant companies
Nvidia's 13F: What Do Investments in 5 Companies Mean?
avatarKYHBKO
02-16

Michael Burry's 13F for Q4/2023 - what has he bought and sold?

13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Michael Burry - Scion Asset Management Observations: Burry bought Chinese stocks (JD & BABA). Is this an implication of the future value of the China market or these 2 players from the e-commerce space? Burry added some of the Magnificent 7 into his portfolio with the likes of Alphabet and Amazon. At the same time, Burry has added Citigroup - which has been going through major layoffs recently. The other company of interest is Advance Auto Parts. Is there going to be greater demand for auto spares in the coming future? With the rising co
Michael Burry's 13F for Q4/2023 - what has he bought and sold?
avatarKYHBKO
02-16

Bill & Melinda Gate Foundation Trust's 13F for Q4/2023 - what has he bought and sold?

13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Bill & Melinda Gates Foundation Trust Observations: The sales are very interesting to me as they have exited some strong companies totally that include some members of the Magnificent 7, namely, a complete 100% exit of Meta, Apple, Amazon, Alphabet, and Nvidia. From the recent runs, the Q4 sales do seem to be too early. Jim Cramer names his 'Magnificent Seven' stocks that are the real deal The Magnificent 7 includes Apple, Microsoft, Nvidia, Amazon, Meta, Tesla & Alphabet (Google). On top of this, they seem to have exited complet
Bill & Melinda Gate Foundation Trust's 13F for Q4/2023 - what has he bought and sold?
avatarKYHBKO
02-16

Charlie Munger's protege - Li Lu's 13F for Q4/2023 - what has he bought and sold?

13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Mr Li Lu - Himalaya Capital Management Observations: There are no sales or purchases in Q4/2023 for Li Lu. Li is also known as one of the top proteges of the late Charlie Munger and thus, it is interesting to note that there are no major changes to the portfolio. However, I would be concerned about the holdings in the banking sector as I think that there could be more challenging days coming up starting with the end of the BTF Program in March 2024. Li Lu is also the one who introduced Berkshire to other Asian stocks like BYD and probably t
Charlie Munger's protege - Li Lu's 13F for Q4/2023 - what has he bought and sold?
avatarKYHBKO
02-16

Warren Buffett's 13F for Q4/2023 - what has he bought and sold?

13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Now. let us start with Mr Buffett (from Berkshire Hathaway). Warren Buffett - Berkshire Hathaway Observations: Buffett continues to add Chevron and Occidental (oil & gas) into his portfolio. This implies that oil & gas are here to stay and these could be at good “attractive prices”. It is interesting to see the trimming of Apple holdings. Since it is (merely) 1.09% of its holdings, it could just be some profit-taking, and portfolio re-balancing. However, Buffett has sold all positions for D R Horton, Markel Group, StoneCo, and Globe
Warren Buffett's 13F for Q4/2023 - what has he bought and sold?

Chinese Buffet's holdings, do they hit you?

Duan Yongping, known as the "Chinese Buffett," have been dug out his funds holdings. - $Apple(AAPL)$ is truly an absolutely heavy position.- The second largest holding is $Berkshire Hathaway(BRK.B)$ - He holds (or has held) quite a few Chinese concept stocks, at least considering Chinese companies as part of his circle of competence.- There is almost no technology holding, and it barely touches on AI.Although the big shot has never publicly disclosed the name of the fund he manages, savvy netizens have still managed to find clues. According to the latest 13F disclosure, a company named H&H International Investment caught the attention. Based on the clues that the big shot once said that "Apple's posi
Chinese Buffet's holdings, do they hit you?
avatarKYHBKO
02-15

What top investors like Buffet, Gates & Burry bought and sold in Q4/2023 - Latest 13F updates for top investors

What are the sales, purchases, and holdings of some of the greatest investors like Buffett, Li Lu & Burry? 13F is the record of investors’ filing to the SEC for their US-based equities. SEC Form 13F: What It Is, Filing Requirements, and Key Issues Here are some of my favorite investors with the likes of Li Lu, Michael Burry, Warren Buffet, & Charlie Munger. I have also added Bill & Melinda Gates as there are some interesting activities. 13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Now. let us start with Mr Buffett (from Berkshire Hathaway). Warren Buffett - Berkshire Hathawa
What top investors like Buffet, Gates & Burry bought and sold in Q4/2023 - Latest 13F updates for top investors