Are Barclays PLC (ADR) (BCS)’s Top Industrials Picks Really Good Stocks?

Hedge fund activity in General Electric Company (NYSE:GE)

According to hedge fund experts at Insider Monkey, Ken Fisher‘s Fisher Asset Management had the biggest position in General Electric Company (NYSE:GE), worth close to $753 million, comprising 1.5% of its total 13F portfolio. The second-largest stake is held by Phill Gross and Robert Atchinson of Adage Capital Management, with a $357.1 million position; the fund has 0.9% of its 13F portfolio invested in the stock. Some other hedge funds with similar optimism comprise Eric W. Mandelblatt’s Soroban Capital Partners, David E. Shaw’s D E Shaw, and John A. Levin’s Levin Capital Strategies.

How have hedgies been trading Mohawk Industries, Inc. (NYSE:MHK)?

Of the funds tracked by Insider Monkey, Viking Global, managed by Andreas Halvorsen, holds the number one position in Mohawk Industries, Inc. (NYSE:MHK). Viking Global has an $815.6 million position in the stock, comprising 3.2% of its 13F portfolio. Coming in second is Robert Joseph Caruso of Select Equity Group, with a $378.5 million position; the fund has 3.4% of its 13F portfolio invested in the stock. Remaining peers with similar optimism comprise Stephen Mandel‘s Lone Pine Capital, Dan Loeb’s Third Point, and Daniel S. Och’s OZ Management.

How have hedgies been trading Mobileye NV (NYSE:MBLY)?

Alexander Mitchell’s Scopus Asset Management is one of the largest stockholders of Mobileye NV (NYSE:MBLY) within our database, holding 906,178 shares valued at $38.09 million. Other funds endorsing the stock include Dimitry Balyasny’s Balyasny Asset Management and Israel Englander‘s Millennium Asset Management, with respective stakes amounting to 521,400 shares valued at $21.92 million and 486,900 shares valued at $20.46 million.

Disclosure: None