To The Moon

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.

👍

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

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.

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

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

What to buy next ? 

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%

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%

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(INTC

$JPMorgan Chase(JPM)$ 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