This Hedge Fund Manager is Going Against the Grain, Should You? – Cisco Systems, Inc. (CSCO), Johnson & Johnson (JNJ), General Electric Company (GE)

Vodafone Group Plc (NASDAQ:VOD), lastly, rounds out this top five. Messner cut his stake in the slumping mobile communications company by 40% in the fourth quarter; Vodafone was his No. 1 pick at the end of Q3. Interestingly, of the top 20 hedgies invested in this stock, 15 were either upping their stakes or establishing new positions over this three-month period, including Paul Tudor Jones, D.E. Shaw, and David Einhorn (see Einhorn and Greenlight’s newest picks).

In 2013 thus far, Messner’s move has been a good one, as Vodafone shares are down a little over 2%. With results like these, it’s always important to pay attention to the smart money’s sentiment.

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