why

Institutional portfolio changes are systematic, data-driven, and aligned with their long-term mandates, balancing the need for returns with fiduciary responsibilities. Institutional investors, such as pension funds, mutual funds, hedge funds, and insurance companies, periodically adjust their portfolios to optimize returns, manage risk, and adapt to changing market conditions.

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Seasonal rotation comes into play, especially for the January effect stocks. See I do listen BC 🤣 @Barcode 🍂🍁🎄🌿🌞😎

Buffett Trims Apple, Bank of America; Picks Two New Favorites In the latest quarterly update, Berkshire Hathaway's investment moves reflect Warren Buffett's cautious stance amid high market valuations. The company's cash reserves reached a record $325.2 billion by the end of Q3, an increase of 17.4% from the previous quarter. This accumulation of cash aligns with Buffett's recent statements at the annual meeting, where he noted a lack of compelling investment opportunities in the current market. Regarding its equity portfolio, Berkshire Hathaway significantly reduced its holdings in $Apple(AAPL)$   and $Bank of America(BAC)$  . Apple, the largest holding c

Top Institutions Continue to Hold Strong Tech Positions in Q3 13F Filings The recent release of 13F reports from institutional investors has shed light on the shifting sands of Wall Street's investment landscape. These mandatory filings, required by the U.S. Securities and Exchange Commission (SEC) for institutions managing over $100 million in equity assets, provide a window into the portfolio adjustments of the financial world's heavyweights, including the likes of Berkshire Hathaway, Baillie Gifford, Bridgewater, and ARK Invest. Berkshire Hathaway: Embracing Domino's Pizza and Pool In the third quarter, Warren Buffett's Berkshire Hathaway established new positions in $Domino's Pizza(DPZ)$   and $P

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

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

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

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