13F Coming! Institutions Bet Blns on Big Tech? US Treasury, Small-cap are Keypoints in Q2!
Top investment institutions have released the latest 13F filings. Let’s find out the top buys/sells/holdings of top 5 institutions (ranked by market value).
Top buys and holdings for institutions (repeated items are highlighted in the table) are big techs including $Tesla Motors(TSLA)$ , $Apple(AAPL)$ , $NVIDIA Corp(NVDA)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ ; top sells are $iShares S&P 500 ETF(IVV)$ and $Chevron(CVX)$ .
Institutions have different preference in Q2. Some of them focus on broader market while others pay attention to big techs. Buffett, however, added housing stocks like $D.R. Horton(DHI)$ , $NVR Inc(NVR)$ and $Lennar(LEN.B)$ .
Blackrock
In Q2, market value of Blackrock reached $3.628 trillion, up from $3.39 trillion in the previous quarter, an increase of nearly $238 billion.
In the second quarter, they continued to increase their holdings in Apple by 4.63 million shares, while the other top four increased holdings were SPY (CALL), TSLA, AVGO, PANW.
Blackrock reduced holdings in $iShares iBoxx $ High Yield Corporate Bond ETF(HYG)$ (put), $Home Depot(HD)$ , $iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD)$ (put), $iShares S&P 500 ETF(IVV)$ , $Chevron(CVX)$ .
The top five holdings are $Apple(AAPL)$ , $Microsoft(MSFT)$, $Amazon.com(AMZN)$ , $NVIDIA Corp(NVDA)$ , and $Alphabet(GOOGL)$ .
Morgan Stanley
In Q2, the market value of $Morgan Stanley(MS)$ is $1.015 Trillion, compared to the prior market value of $932.644 Billion.
MS added 3,181,427 shares of $Microsoft(MSFT)$ , 4,099,057 shares of $Apple(AAPL)$ , 13,187,299 shares of $Amazon.com(AMZN)$ ; while reduced $Shaw(SJR)$ , $iShares MSCI ACWI ETF(ACWI)$ , $Eaton Corp PLC(ETN)$ , $Uber(UBER)$ , $Vanguard Short-Term Bond ETF(BSV)$ .
JPMorgan
In Q2, JPMorgan's total portfolio market value was $920.267 billion, an increase from the previous quarter's $820.876 billion.
Top five buys are similar to Morgan Stanley, focusing on big tech. JPM added $5 bln worth of $Vanguard S&P 500 ETF(VOO)$ .
The top five sells were $SPDR S&P 500 ETF Trust(SPY)$ put options, $JPMorgan Diversified Return Global Equity ETF(JPGE)$, $iShares Short Treasury Bond ETF(SHV)$ , $AbbVie(ABBV)$ , and $SPDR S&P 500 ETF Trust(SPY)$ call options.
Berkshire Hathaway
$Berkshire Hathaway(BRK.B)$ Q2 market value was $348.194 billion, up from $325.109 billion in the previous quarter.
Berkshire bought roughly $4.6 billion of stocks in the second quarter; it added 3 new stocks and reduced holdings in 5 stocks.
$D.R. Horton(DHI)$ : 6 million shares ($726.5 million)
$NVR Inc(NVR)$ : 11,112 shares ($70.6 million)
$Lennar(LEN.B)$ : 152,572 shares ($17.2 million)
The top five buys this quarter were $Occidental(OXY)$ , $D.R. Horton(DHI)$ , $ConocoPhillips(COP)$ , $NVR Inc(NVR)$ , and $Lennar(LEN.B)$
The top five sells were $Activision Blizzard(ATVI)$ , $Chevron(CVX)$ , $McKesson(MCK)$ , $General Motors(GM)$ , and $Globe Life Inc.(GL)$ .
Citigroup
$Citigroup(C)$ Q2 market value was $152.506 billion, up from $142.65 billion in the previous quarter.
The top five buys this quarter were $iShares 20+ Year Treasury Bond ETF(TLT)$ (CALL), $Vanguard Total Stock Market ETF(VTI)$ , $Microsoft(MSFT)$ , $iShares 20+ Year Treasury Bond ETF(TLT)$ (PUT), and $iShares 20+ Year Treasury Bond ETF(TLT)$ .
The top five sells were $iShares Russell 2000 ETF(IWM)$ (PUT), $iShares Russell 2000 ETF(IWM)$ (CALL), $SPDR S&P 500 ETF Trust(SPY)$ , $iShares S&P 500 ETF(IVV)$ , and $iShares Russell 2000 ETF(IWM)$ .
How do you view this 13F from institutions?
Leave your comments to win tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
@AlpineSnow @Taurus Pink @icycrystal @Shyon @Thonyaunn @MeowKitty @CL_Wong @Derrick_1234 join me in this exciting event to win more Tiger Coins. 😍😍😍
Even when you are happy with the idea of following someone else's trading strategy, the usefulness of the 13F form for your own trading and decision making is limited by the significant lag between the fund manager making a trade and the trade being reflected in the report.
Form 13F shows holdings at the end of each quarter, but it is published at the SEC website several weeks later – around the middle of the following quarter.
@koolgal @rL @icycrystal @b1uesky @Universe宇宙 @Aqa @GoodLife99
The good thing for us is that the 13F holdings reports are publicly available in full detail on the SEC website. For every fund or company, the report contains list of securities and for each security there is fair market value and number of shares held. You can take advantage of these reports if you want a hint regarding what the big guys have been doing in the markets.
It is good to know what the whales are Buying and Selling so that as a small retail investor I can focus on these stocks with a possibility of adding them to my diversified portfolio.
@Tiger_comments
@intheloop
@Kok
@TigerOptions
@xXxZealandxXx
@Cory2
@GoodLife99
@icycrystal
@TimothyX
@highhand
@MHh
@Shyon
@MasterStonker
@AlpineSnow
@koolgal
Thank you for commenting on my post. Your coins have been sent to your account~ Don't forget to check your tiger coins💖
Nice... Picked up:
APPL on it low, did'nt get the all time yesterday low. 🍎<~~🐅
CVX moves well pass it low and still dropping.. Bears attack. 🐻<~~🐅
S&P in my Portfolio has been tested and Tonight will determine any adjustments.🖕👀🫸
🪷💯🪷 Happy with NVDA MSFT as of current. 🪷💯🪷
Cheers @Tiger_comments ✌️😎
[LOL] $NVR Inc(NVR)$ 6k per share, my fren laughing on me as I didn't own this stock but he is as he bought $Berkshire Hathaway(BRK.B)$ [Speechless]
Tigers,come check this out & share your comments to win coinsssss!