Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

B/E Aerospace Inc (NASDAQ:BEAV): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?

B/E Aerospace Inc (NASDAQ:BEAV) was in 28 hedge funds’ portfolio at the end of December. BEAV has seen an increase in hedge fund sentiment lately. There were 23 hedge funds in our database with BEAV positions at the end of the previous quarter.

At the moment, there are many metrics investors can use to track publicly traded companies. A duo of the most useful are hedge fund and insider trading interest. At Insider Monkey, our research analyses have shown that, historically, those who follow the top picks of the best hedge fund managers can outperform the market by a healthy amount (see just how much).

B/E Aerospace Inc (NASDAQ:BEAV)

Equally as beneficial, positive insider trading activity is another way to parse down the marketplace. There are lots of reasons for a bullish insider to get rid of shares of his or her company, but just one, very obvious reason why they would buy. Many academic studies have demonstrated the market-beating potential of this strategy if piggybackers know where to look (learn more here).

Now, it’s important to take a look at the key action surrounding B/E Aerospace Inc (NASDAQ:BEAV).

What have hedge funds been doing with B/E Aerospace Inc (NASDAQ:BEAV)?

Heading into 2013, a total of 28 of the hedge funds we track were long in this stock, a change of 22% from the third quarter. With the smart money’s capital changing hands, there exists a select group of noteworthy hedge fund managers who were boosting their stakes substantially.

According to our comprehensive database, Lone Pine Capital, managed by Stephen Mandel, holds the largest position in B/E Aerospace Inc (NASDAQ:BEAV). Lone Pine Capital has a $238 million billion position in the stock, comprising 1.5% of its 13F portfolio. Sitting at the No. 2 spot is Daniel S. Och of OZ Management, with a $138 million position; 1.3% of its 13F portfolio is allocated to the company. Some other hedge funds that are bullish include Dinakar Singh’s TPG-AXON Management LP, Ricky Sandler’s Eminence Capital and Larry Robbins’s Glenview Capital.

Now, key hedge funds were breaking ground themselves. Perella Weinberg Partners, managed by Daniel Arbess, created the most outsized position in B/E Aerospace Inc (NASDAQ:BEAV). Perella Weinberg Partners had 20 million invested in the company at the end of the quarter. Robert Pohly’s Samlyn Capital also made a $15 million investment in the stock during the quarter. The other funds with new positions in the stock are Mark Kingdon’s Kingdon Capital, Andrew Feldstein and Stephen Siderow’s Blue Mountain Capital, and Glenn Russell Dubin’s Highbridge Capital Management.

What do corporate executives and insiders think about B/E Aerospace Inc (NASDAQ:BEAV)?

Bullish insider trading is most useful when the primary stock in question has experienced transactions within the past half-year. Over the latest six-month time period, B/E Aerospace Inc (NASDAQ:BEAV) has experienced zero unique insiders purchasing, and 9 insider sales (see the details of insider trades here).

With the returns exhibited by Insider Monkey’s studies, everyday investors must always pay attention to hedge fund and insider trading sentiment, and B/E Aerospace Inc (NASDAQ:BEAV) shareholders fit into this picture quite nicely.

Click here to learn more about Insider Monkey’s Hedge Fund Newsletter

Insider Monkey’s small-cap strategy returned 29.2% between September 2012 and February 2013 versus 8.7% for the S&P 500 index. Try it now by clicking the link above.

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!