Posts Tagged ‘Dan Loeb Third Point’

Dan Loeb THIRD POINT

Dan Loeb’s Large Cap Stock Picks To Avoid

By analyzing the 13F filings of Third Point, managed by Dan Loeb, we estimate that his large-cap stock picks (those with market caps between above $20......(read more)
Bill Ackman in crowd

Hedge Fund Week in Review: Activist Action

Here are the eleven most important moves made in the hedge fund world this week. Bill Ackman reduced his Herbalife short significantly, replacing it......(read more)
insider trading

Insider Trading Alert: Michael Kors Holdings Ltd (KORS), Southwestern Energy Company (SWN) & More

There are a number of reasons why company insiders might choose to sell some of their stock. Buying additional stock in the company, and therefore increasing......(read more)
Tiffany & Co. (NYSE:TIF)

Tiffany & Co. (TIF): 10 Hedge Funds Who Aren’t Loving Today’s Move Down

Shares of specialty jeweler Tiffany & Co. (NYSE:TIF) have lost 1.5% today, and over the longer term, they’ve been flat over the past month.......(read more)
Third Point 2014 Q3 Investor Letter

American International Group Inc (AIG), Tiffany & Co. (TIF): Insiders Have Been Buying These Dan Loeb Picks

Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Dan Loeb’s Third Point. We’ve found that these filings......(read more)
top hedge funds

Nationstar Mortgage Holdings Inc (NSM), American International Group Inc (AIG) & Fortress Investment Group’s Top 5 Stock Picks

Michael Novogratz is the manager of Fortress Investment Group, a hedge fund founded in 1998 by Wesley R. Edens, a former BlackRock Financial employee......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb’s Latest Picks Include CF Industries Holdings, Inc. (CF), Sony Corporation (ADR) (SNE)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Dan Loeb’s Third Point. These filings......(read more)
Thomas-Steyer-e1351513531594

$20B Farallon Capital Is Betting Big On Yahoo! Inc. (YHOO), Charter Communications, Inc. (CHTR)

Andrew J.M. Spokes is the manager of Farallon Capital Management, after the retirement of Thomas Steyer (below) in 2012.  Farallon was founded in 1986......(read more)
David Tepper

Billionaires Still Love Apple Inc. (AAPL), General Motors Company (GM) & More

Apple Inc. (NASDAQ:AAPL) is still loved by plenty of billionaires, despite its trials and tribulations over the better part of the past three quarters......(read more)
CITADEL INVESTMENT GROUP

Billionaire Ken Griffin’s Citadel’s Long Term Picks Include Apple Inc. (AAPL)

In May, billionaire Ken Griffin’s Citadel Investment Group filed its 13F for the first quarter of 2013 with the SEC, disclosing many of its long equity......(read more)
THIRD POINT

Can Yahoo! Inc. (YHOO) Continue Its Excellent Returns?

Yahoo! Inc. (NASDAQ:YHOO) has increased in price by about 70% in the last year, as the company’s sale of its assets has created shareholder value and......(read more)
Jeffrey Altman

Jeffrey Altman’s Owl Creek’s Top Picks Include Yahoo! Inc. (YHOO)

Editor’s Note: This article has been amended to better reflect the situation with CommonWealth REIT and Corvex Management. Insider Monkey apologizes......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb’s Cheap Stock Picks Include Hess Corp. (HES)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Dan Loeb’s Third Point. By processing......(read more)
Third Point 2014 Q3 Investor Letter

What Does Billionaire Dan Loeb See In Tiffany & Co. (TIF)?

Several weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC, which are then disclosed to the general public......(read more)
RENAISSANCE TECHNOLOGIES

Renaissance Technologies’ New Stock Picks Include The Boeing Company (BA)

Jim Simons, the founder of Renaissance Technologies, has since become a multi-billionaire due to the combination of the hedge fund’s large size, strong......(read more)
HIGHBRIDGE CAPITAL MANAGEMENT

Billionaire Glenn Dubin’s High Upside Potential Picks Include Transocean LTD (RIG)

One quantitative metric which includes not only the traditional value criterion of a low P/E multiple but also incorporates a company’s upside potential......(read more)
Third Point 2014 Q3 Investor Letter

Insiders Have Bought American International Group Inc (AIG) and More of Billionaire Dan Loeb’s Picks

Studies show that stocks bought by insiders tend to narrowly outperform the market (read our analysis of studies on insider trading) which we’d attribute......(read more)
Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA)

Here is What Hedge Funds Think About Ariad Pharmaceuticals, Inc. (ARIA)

Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA) shareholders have witnessed an increase in activity from the world’s largest hedge funds of late. To the......(read more)
NXP Semiconductors NV (NXPI)

NXP Semiconductors NV (NXPI): Insiders Aren’t Crazy About It

NXP Semiconductors NV (NASDAQ:NXPI) was in 41 hedge funds’ portfolio at the end of the first quarter of 2013. NXPI investors should be aware of......(read more)
Chimera Investment Corporation (NYSE:CIM)

Chimera Investment Corporation (CIM): Hedge Funds and Insiders Are Bearish, What Should You Do?

Chimera Investment Corporation (NYSE:CIM) investors should be aware of a decrease in hedge fund interest lately. If you’d ask most investors, hedge......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s New Stock Picks Include H&R Block, Inc. (NYSE:HRB)

We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital. There are multiple......(read more)
agrium-logo

This Metric Says You Are Smart to Buy Agrium Inc. (USA) (AGU)

Agrium Inc. (USA) (NYSE:AGU) has seen an increase in enthusiasm from smart money recently. If you’d ask most traders, hedge funds are perceived......(read more)
Murphy Oil Corporation (NYSE:MUR)

Here is What Hedge Funds Think About Murphy Oil Corporation (MUR)

Murphy Oil Corporation (NYSE:MUR) was in 23 hedge funds’ portfolio at the end of March. MUR has seen a decrease in support from the world’......(read more)
Coca-Cola Enterprises Inc

Coca-Cola Enterprises Inc (CCE): Hedge Funds and Insiders Are Bearish, What Should You Do?

Is Coca-Cola Enterprises Inc (NYSE:CCE) undervalued? The smart money is becoming less confident. The number of long hedge fund positions retreated by......(read more)
Dan Loeb THIRD POINT

Hedge Funds Are Crazy About Virgin Media Inc. (VMED)

Virgin Media Inc. (NASDAQ:VMED) has seen an increase in support from the world’s most elite money managers of late. To most shareholders, hedge......(read more)
Cabot Oil & Gas Corporation (NYSE:COG)

Do Hedge Funds and Insiders Love Cabot Oil & Gas Corporation (COG)?

Is Cabot Oil & Gas Corporation (NYSE:COG) the right pick for your portfolio? Money managers are betting on the stock. The number of long hedge fund......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc. (AAPL), Google Inc (GOOG), and More: The Most Popular Tech Stocks Among Hedge Funds

We have gone through our database of hundreds of 13F filings from hedge funds and other notable investors for the first quarter of 2012, which disclose......(read more)
Cheniere Energy, Inc. (NYSEAMEX:LNG)

Do Hedge Funds and Insiders Love Cheniere Energy, Inc. (LNG)?

Is Cheniere Energy, Inc. (NYSEAMEX:LNG) a buy right now? Hedge funds are betting on the stock. The number of bullish hedge fund positions moved up by......(read more)
Illumina, Inc. (NASDAQ:ILMN)

Here is What Hedge Funds Think About Illumina, Inc. (ILMN)

Illumina, Inc. (NASDAQ:ILMN) was in 28 hedge funds’ portfolio at the end of the first quarter of 2013. ILMN investors should be aware of a decrease......(read more)
Symantec Corporation (NASDAQ:SYMC)

Here is What Hedge Funds Think About Symantec Corporation (SYMC)

Symantec Corporation (NASDAQ:SYMC) shareholders have witnessed a decrease in hedge fund sentiment recently. In the eyes of most market participants, hedge......(read more)
David Shaw

Hedge Fund News: David Shaw, Dan Loeb, Morgan Stanley (MS)

Editor’s Note: Related Tickers: Morgan Stanley (NYSE:MS), The Blackstone Group L.P. (NYSE:BX), Wells Fargo & Co (NYSE:WFC), Berkshire Hathaway......(read more)
David Shaw

Billionaire David Shaw’s Top Picks for Q2 Include Wells Fargo & Co (WFC)

Several weeks after the end of each quarter, hedge funds and other major investors file their 13Fs with the SEC to disclose many of their long equity......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb’s Top Stock Picks Include American International Group Inc (AIG)

Third Point, an activist and value hedge fund managed by billionaire Dan Loeb, filed its 13F with the SEC in mid May. The information in this filing,......(read more)
Andreas Halvorsen

Billionaire Andreas Halvorsen’s Top Stock Picks Include The Boeing Company (BA)

Several weeks after the end of each quarter, hedge funds and other notable investors file 13Fs with the SEC to publicly disclose many of their long equity......(read more)
TIGER MANAGEMENT

Hedge Fund News: Julian Robertson, Sony Corporation (ADR) (SNE), Herbalife Ltd. (HLF)

Editor’s Note: Related tickers: Sony Corporation (ADR) (NYSE:SNE), Herbalife Ltd. (NYSE:HLF), News Corp (NASDAQ:NWS), The Boeing Company (NYSE:BA......(read more)
THIRD POINT

Billionaire Dan Loeb’s Third Point Bought Virgin Media Inc. (VMED), Sold Delphi Automotive PLC (DLPH) During Q1

Third Point, a hedge fund managed by billionaire Dan Loeb, has filed its 13F for the first quarter of 2013, disclosing many of its long positions in U......(read more)
THIRD POINT

Hedge Fund News: Dan Loeb, JANA Partners, Apple Inc. (AAPL)

Editor’s Note: Related Tickers: SUPERVALU INC. (NYSE:SVU), Apple Inc. (NASDAQ:AAPL), Sears Holdings Corporation (NASDAQ:SHLD), Big Lots, Inc. (NYSE......(read more)
TIGER GLOBAL Investor Letter

Tiger Global’s Trades During Q1 Included Selling Apple Inc. (AAPL), Buying News Corp (NWSA)

Tiger Global Management, which counts billionaire and Tiger Cub Chase Coleman among its investment managers, has filed its 13F for the first quarter of......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb Goes to Japan; Can He Break Up Sony Corporation (ADR) (SNE)?

The past several months have been good for Japanese stocks. Partly due to the direct effects of devaluing the yen, and partly due to the theory that this......(read more)
Third Point 2014 Q3 Investor Letter

Yahoo! Inc. (YHOO) & Virgin Media Inc. (VMED): Dan Loeb’s Top Two Positions in April

Dan Loeb, the famous hedge fund manager, recenlty released his Third Point’s letter for shareholders for April. The fund, with $12.9 billion in total......(read more)
THIRD POINT

Hedge Fund News: Dan Loeb, John Thaler, Citigroup Inc. (C)

Editor’s Note: Related Ticker: Citigroup Inc. (NYSE:C), Morgan Stanley (NYSE:MS), Credit Suisse Group AG (ADR) (NYSE:CS), JPMorgan Chase &......(read more)
Third Point 2014 Q3 Investor Letter

Hedge Fund News: Daniel Loeb, Man Group, SandRidge Energy Inc. (SD)

Editor’s Note: Related tickers: American International Group, Inc. (NYSE:AIG), Yahoo! Inc. (NASDAQ:YHOO), Morgan Stanley (NYSE:MS), SandRidge Energy......(read more)
Yahoo! Inc. (NASDAQ:YHOO)

Is Yahoo! Inc. (YHOO) Worth Buying?

Is Yahoo! Inc. (NASDAQ:YHOO) a healthy stock for your portfolio? Investors who are in the know are getting less bullish. The number of long hedge fund......(read more)
Most Popular Stocks Among Hedge Funds

Hedge Fund News: Carl Icahn, John Burbank, AT&T Inc. (T)

Editor’s Note: Related Tickers: Microsoft Corporation (NASDAQ:MSFT), SanDisk Corporation (NASDAQ:SNDK), Google Inc (NASDAQ:GOOG), UTStarcom Holdings......(read more)

Is American International Group Inc (AIG) a Good Stock to Buy?

During the fourth quarter of 2012, American International Group Inc (NYSE:AIG) replaced Apple as the most popular stock among hedge funds according to......(read more)
VINIK ASSET MANAGEMENT

Arch Coal Inc (ACI), AGCO Corporation (AGCO) Among Billionaire Jeffrey Vinik’s Small Cap Picks

We track 13F filings from hedge funds and other notable investors as part of our work researching investment strategies; one of our findings so far has......(read more)
VINIK ASSET MANAGEMENT

Best Buy Co., Inc. (BBY), Barrick Gold Corporation (USA) (ABX) & More: Billionaire Jeffrey Vinik’s 2.5% and Higher Yield Picks

We track 13F filings from hedge funds and other notable investors such as billionaire Jeffrey Vinik (who has managed money for friends and family since......(read more)
OMEGA ADVISORS

Hedge Fund News: Lee Cooperman, Julian Robertson, Crocs, Inc. (CROX)

Lee Cooperman: Stocks are the only place to be (HedgeFund Intelligence) Cooperman, presenting at a fundraiser for nonprofit Portfolios with Purpose, enumerated......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb’s Small Cap Stock Picks Include Herbalife Ltd. (HLF)

Our work developing investment strategies has found that on average the most popular small cap stocks among hedge funds generate an average excess return......(read more)
Energen Corporation (NYSE:EGN)

Is Energen Corporation (EGN) Going to Burn These Hedge Funds?: WPX Energy Inc (WPX), Kosmos Energy Ltd (KOS)

Energen Corporation (NYSE:EGN) was in 13 hedge funds’ portfolio at the end of December. EGN investors should be aware of a decrease in enthusiasm......(read more)
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