Halliburton Company (HAL), Exxon Mobil Corporation (XOM): Billionaires Are Betting On These Five Energy Stocks
One of the key principles of smart investing is diversification.
Author Archive - Alexandr Oleinic
American International Group Inc (AIG), MGIC Investment Corp. (MTG), Prudential Financial Inc (PRU) Among Five Insurance Stocks that Billionaires Love
The insurance industry is one that has provided solid returns to its investors over the years.
Yum! Brands, Inc. (YUM), Axalta Coating Systems Ltd (AXTA), and PDC Energy Inc (PDCE): Billionaires George Soros and Steven Cohen Initiated Stakes in These Companies
Billionaires George Soros and Steven Cohen are two of the most notorious names on Wall Street, which is why everyone interested in investing should follow their activity closely...
Mastercard Inc (MA), Visa Inc (V), Citigroup Inc (C): Billionaires Are Crazy About These Financial Stocks
As we concluded the latest round of 13F filings, we have compiled a lot of data related to the long equity positions held by over 730 funds that we track.
Sunedison Inc (SUNE), Alibaba Group Holding Ltd (BABA), Baidu Inc (ADR) (BIDU): Indus Capital Bets on Chinese Tech Stocks
Indus Capital was founded in 2000 by David Kowitz and Sheldon Kasowitz and since then it has grown to around $6.0 billion in assets that are managed on the behalf of a large ...
Mosaic Co (MOS), Intrepid Potash, Inc. (IPI), Potash Corp./Saskatchewan (USA) (POT): Why Is Koch Industries Bullish on Fertilizer Stocks?
The growing world population and the increasing need for food supply is expected to benefit strongly industries related to agriculture.
B/E Aerospace Inc (BEAV), Yum! Brands, Inc. (YUM), T-Mobile US Inc (TMUS): John Orrico’s Water Island Top Non-Merger Picks for Q4
Water Island Capital is a merger-arbitrage fund that was founded in 2000 by John Orrico.
Web.com Group Inc (WWWW): Okumus Strikes Deal and Appoints Two Directors
After going activist a couple of months ago, Okumus Fund Management, an activist fund led by Ahmet Okumus, has stroke a deal with the board of Web.com Group Inc (NASDAQ:WWWW...
Drew Cupps Bets on Most Popular Tech Stocks
As we approach the end of the current round of 13F filings, we see investors disclosing their equity portfolios held as of the end of 2014.
Hornbeck Offshore Services, Inc. (HOS), Manitex International, Inc. (MNTX): Anchor Bolt and Beddow Capital Disclose Their Latest Equity Moves
As a new filing with the Securities and Exchange Commission showed, Robert Polak's Anchor Bolt Capital boosted its position in the oil & gas transportation company Hornbeck ...
Oil States International, Inc. (OIS) Sees An Activist Investor Raising Its Stake
Alexander Roepers' Atlantic Investment Management has reported raising its activist stake in Oil States International, Inc. (NYSE:OIS).
Heron Therapeutics Inc (HRTX), La Jolla Pharmaceutical Company (LJPC), Salix Pharmaceuticals, Ltd. (SLXP) Are Tang Capital’s Largest Bets in Q4
Kevin Tang's Tang Capital Partners is one of the funds that have already revealed their equity portfolios as of the end of last year.
Forrester Research, Inc. (FORR): P2 Capital Partners Keeps Trimming Its Stake
Claus Moller's P2 Capital Partners has trimmed its activist stake in Forrester Research, Inc. (NASDAQ:FORR), a new filing with the Securities and Exchange Commission showed.
Justin Ferayorni’s Tamarack Capital Management Reports Increase of Passive Stake In This Stock
In a new filing with the Securities and Exchange Commission, Justin John Ferayorni's Tamarack Capital Management reported raising its passive stake in Endologix, Inc.
KLX Inc (KLXI): Farallon Capital Discloses New Stake in B/E Aerospace Inc (BEAV)’s Spin-Off
Farallon Capital, a fund launched by Thomas Steyer in 1986, has recently added KLX Inc (NASDAQ:KLXI) to its equity portfolio.
American Realty Capital Properties Inc (ARCP), Pinnacle Entertainment, Inc (PNK): Is Parag Vora Right Betting on REITs?
Parag Vora is a name that has been heard on many occasions on Wall Street in the last couple of years.
Atlas Energy LP (ATLS), Altisource Portfolio Solutions S.A. (ASPS): Leon Cooperman’s Latest Bullish Moves
As it was disclosed in several new filings with the Securities and Exchange Commission, Leon Cooperman, the manager of Omega Advisors, has recently raised his stakes in Atlas...
Ryland Group Inc (RYL), Astoria Financial Corp (AF): Two Stocks Ken Griffin is Bullish On
Ken Griffin's Citadel Investment Group has recently raised its passive stakes in two companies from its equity portfolio, as its latest filings with the Securities and Exchange...
Penford Corporation (PENX): GAMCO Investors Raises Stake as Company is About to Complete Its Sale
Micro-cap company Penford Corporation (NASDAQ:PENX) has been upgraded in the equity portfolio of Mario Gabelli's GAMCO Investors, as a new filing with the Securities and Exchange...
Carl Icahn Talks About eBay Inc (EBAY) & Gannett Co., Inc. (GCI); Provides Opinion on Oil and Global Markets
As it was reported in the news in the last couple of days, activist investor Carl Icahn took some important steps regarding two companies, in which he is a large shareholder.
Matt Drapkin’s Becker Drapkin Management Keeps Trimming Its Stake in This Stock
As a newly ammendet filing with the Securities and Exchange Commission showed, Matthew Drapkin and Steven R.
Alcobra Ltd (ADHD): Broadfin Capital and Deerfield Initiate Passive Stakes Following Public Offering
Kevin Kotler's Broadfin Capital and James Flynn's Deerfield Management have both initiated passive stakes in Alcobra Ltd (NASDAQ:ADHD).
Baker Hughes Incorporated (BHI): ValueAct Reports Activist Stake as Company Reports Strong Financial Results
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital reported a new stake in the $25 billion oilfield services company Baker Hughes Incorporated...
Intel Corporation (INTC), Caterpillar Inc. (CAT): Jim Chanos Discusses His Short Picks, Oil and Buyback Programs
Jim Chanos is running the biggest hedge fund that employs mainly a short-selling strategy to obtain returns.
Steven Owsley’s Madison Street Partners is Bullish and Shows a Lot of Exposure to These Stocks
Steven Owsley's Madison Street Partners is one of the funds that has recently disclosed its equity portfolio for the end of 2014, being one of the first institutional investors...
Agenus Inc (AGEN): QVT Financial Trims Its Passive Stake as It Gains Value
Daniel Gold's QVT Financial has reduced its stake in Agenus Inc (NASDAQ:AGEN) by around 2.34 million shares, as a filing with the Securities and Exchange Commission showed.
Bill Ackman Talks about Pershing Square Holdings Ltd (PSH) IPO; Likes Restaurant Brands International Inc (QSR); Had Plans to Invest in Tesco PLC (TSCO)
Bill Ackman, the notorious investor and CEO of Pershing Square, is a name that would certainly come up in a discussion about activist investing. Mr.
Almost Family Inc (AFAM): North Tide Picks up Stake a Month after Proposing Merger with Amedisys Inc (AMED)
Conan Laughlin's North Tide Capital has inched up its position in Almost Family Inc (NASDAQ:AFAM), a new filing with the Securitie and Exchange Commission showed.
Bellicum Pharmaceuticals Inc (BLCM): Baker Bros. Discloses 16% Passive Stake
As a new filing with the Securities and Exchange Commission showed, Bellicum Pharmaceuticals Inc (NASDAQ:BLCM) has been added to the equity portfolio of Julian and Felix Bakers...
The Madison Square Garden Co (MSG): JAT Capital Cuts Voting Stake to 4.40%
John Thaler’s JAT Capital has cut significantly its voting stake in The Madison Square Garden Co (NASDAQ:MSG).
Two Stocks Barry Rosenstein’s JANA Partners Trims Exposure to
n two new filings with the Securities and Exchange Commission, Barry Rosenstein's JANA Partners has disclosed reducing its positions in PetSmart, Inc.
OM Group, Inc. (OMG): FrontFour Expresses Concern Over Stock Underperformance and Targets $60 per Share
FrontFour Capital Group, a Greenwich, Connecticut-based fund led by Stephen Loukas, David A. Lorber, and Zachary George, has boosted its position in OM Group, Inc.
Clifton Robbins’ Blue Harbour Raises Activist Stake to 7.4% In This Financial Stock
Clifton S. Robbins' Blue Harbour Group has recently increased its stake in Investors Bancorp, Inc. (NASDAQ:ISBC).
E I Du Pont De Nemours And Co (DD): Trian Fund Nominates Four Director Candidates After Raising Stake
Nelson Peltz's Trian Fund Management has recently disclosed that it has nominated four director candidates to be elected to the board of E I Du Pont De Nemours And Co (NYSE:DD...
Town Sports International Holdings, Inc. (CLUB): HG Vora and PW Partners Atlas Fund Nominate Six Director Candidates
In a new filing with the Securities and Exchange Commission, Parag Vora's HG Vora Capital Management issued a press release announcing that HG Vora together with PW Partners Atlas...
John Scully’s SPO Advisory Raises Its Stake as This Energy Company’s Stock Keeps Falling
John H. Scully's SPO Advisory Corp has reported an increase in its position in Oasis Petroleum Inc. (NYSE:OAS).
Harold Levy’s Iridian Asset Management Is Betting On This Stock
David Cohen and Harold Levy are bullish on Lexmark International Inc (NYSE:LXK) apparently, as their fund, Iridian Asset Management has boosted its stake in the company.
Mohawk Industries, Inc. (MHK): After Being Bullish in 2014 Andreas Halvorsen Trims His Stake
As a new filing with the Securities and Exchange Commission showed, Tiger cub Andreas Halvorsen's Viking Global has cut its exposure to $11 billion flooring manufacturer Mohawk...
Forestar Group Inc. (FOR): Cove Street and SpringOwl Issue Letter; Express Disappointment with Stock’s Underperformance
Andrew Wallach and Jason Ader's SpringOwl Associates together with Jeffrey Bronchick's Cove Street Capital have disclosed an open letter sent to the shareholders of Forestar Group...
Chiquita Brands International Inc (CQB): Mario Gabelli Reports Increased Stake as Company is Acquired
GAMCO Investors, a fund managed by Mario Gabelli has disclosed raising the activist stake in Chiquita Brands International Inc (NYSE:CQB), a company that has been recently taken...
Msci Inc (MSCI): ValueAct’s CEO Jeff Ubben Pushes for Board Seats; Says Has “Unanswered Questions”
In a new filing with the Securities and Exchange Commission, Jeff Ubben's ValueAct Capital has disclosed a letter sent to the Lead Director of the application software company...
Owens-Illinois Inc (OI): Atlantic Investment Raises Stake; Alexander Roepers Expresses Disappointment with CEO
Alexander J. Roepers' Atlantic Investment Management has strengthened its exposure to its largest equity position in Owens-Illinois Inc (NYSE:OI).
Adobe Systems Incorporated (ADBE): ValueAct Sells Some More Shares as Stock Surges on the Back of Strong Financial Results
A new filing with the Securities and Exchange Commission showed that Jeff Ubben's ValueAct Capital has reduced its stake in Adobe Systems Incorporated (NASDAQ:ADBE).
Carl Icahn, Mark Rachesky Are Bullish On These Stocks
In several new filings with the Securities and Exchange Commission, Carl Icahn reported raising his positions in two companies: Hertz Global Holdings, Inc.
Dmitry Balyasny Boosts Stake as KBR Announces Strategic Review Results
Dmitry Balyasny's Balyasny Asset Management has boosted its stake in KBR, Inc. (NYSE:KBR), a new filing with the Securities and Exchange Commission showed.
Caesars Entertainment Corp (CZR): Omega Advisors Raises Stake as Company Defaults on Debt
As a new filing with the Securities and Exchange Commission showed, Leon Cooperman is bullish on Caesars Entertainment Corp (NASDAQ:CZR). The filling revealed that Mr.
Orange Capital Further Raises Stake in This Company and Appoints Two Directors
In a new filing with the Securities and Exchange Commission, Daniel Lewis' Orange Capital reported raising their stake in Bellatrix Exploration Ltd (NYSE:BXE).
Advanced Drainage Systems Inc (WMS): 12 West Capital More than Doubles Its Stake
As a new filing with the Securities and Exchange Commission shows, Joel Ramin’s 12 West Capital Management has boosted its stake in Advanced Drainage Systems Inc (NYSE:WMS...
