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?

avatar2024贏
11-19
why
avatarMrzorro
11-15
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
avatarMrzorro
11-15
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
avatarELI_59
11-17
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.
avatarKSR
11-16
👍
Seasonal rotation comes into play, especially for the January effect stocks. See I do listen BC 🤣 @Barcode 🍂🍁🎄🌿🌞😎

2024 13F: How Do Institutions Change Their Portfolio?

Buffett bought in $Domino's Pizza(DPZ)$ and swimming pool supplies distributor $Pool(POOL)$ in Q3;Both JPMorgan, Morgan Stanley, and BlackRock increased their holdings in $Berkshire Hathaway(BRK.B)$ ;Despite significant reductions by Buffett, Apple remains a major holding for many institutions.
2024 13F: How Do Institutions Change Their Portfolio?

🧐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?

🎁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📈

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

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

🚀 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

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,

🚀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

🚀 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

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