Billionaire Steve Cohen’s Cheap Stock Picks Include Discover
We like to analyze 13F filings from hedge funds as part of our research into investment strategies; for example, we have found that the most popular small cap stocks among hedge...
Author Archive - Matt Doiron
Insiders Have Bought Pepsi, Cheesecake Factory, and More
It’s common for company insiders to talk up their company’s stock, but it’s less common for them to actually buy.
Billionaire Eddie Lampert Bought More Sears From His Hedge Fund
Filings with the SEC have disclosed that billionaire Eddie Lampert purchased 1.2 million shares of Sears Holdings Corporation (NASDAQ:SHLD) from his hedge fund ESL Investments...
Billionaire Dan Loeb’s Cheap Stock Picks: Delphi Automotive PLC (DLPH), Murphy Oil Corporation (MUR), Tesoro Corporation (TSO)
Dan Loeb of Third Point has become a billionaire due to his success in both value investing and as an activist shareholder.
Ken Heebner’s Top Stock Picks Include Citigroup Inc. (C): Morgan Stanley (MS), Lennar Corporation (LEN)
In February many hedge funds filed their 13Fs for the fourth quarter of 2012.
Value Investor Seth Klarman’s Cheap Stock Picks Include BP
By using data from hedge funds’ 13F filings, we have found that on average the most popular small cap stocks among hedge funds beat the market by 18 percentage points per year...
Billionaire Ken Griffin Takes 5% Stake In QLogic
A 13G filed with the SEC has reported that Citadel Investment Group, which is managed by billionaire Ken Griffin, owns a total of 4.6 million shares of QLogic Corporation (NASDAQ...
Like Cheesecake Factory? These Two Insiders Do
Our database of insider trading filings shows two members of The Cheesecake Factory Incorporated (NASDAQ:CAKE)’s Board of Directors bought shares in the past week.
A Board Member Is Drinking Up More Shares of Pepsico
According to a filing with the SEC, Shona Brown, who sits on the Board of Directors at PepsiCo, Inc.
Billionaire Richard Chilton’s Favorite Retail Stocks Include Home Depot
Even with the data in 13F filings being several weeks old by the time they are released, there are still a few different ways for investors to use this information.
Cliff Asness’s Top Stock Picks Include Apple Inc. (AAPL)
By studying quarterly 13F filings from hedge funds, we have found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage...
Hedge Fund JANA Partners’ Top Stock Picks Include Coca Cola Enterprises
We have been going through 13F filings from hedge funds and other notable investors in pursuit of profitable investment strategies and how to apply them.
Billionaire Leon Cooperman’s Dividend Picks Include Kinder Morgan
Six to seven weeks after the end of each fiscal quarter, hedge funds are required to file 13Fs with the SEC. These filings disclose many of their long equity positions in U.S.
Billionaire Ken Fisher’s Dividend Picks Include Philip Morris
Fisher Asset Management, a fund managed by billionaire (and author and Forbes columnist) Ken Fisher, filed its 13F for the fourth quarter of last year in January.
Warren Buffett’s Dividend Stocks Include Procter & Gamble
Warren Buffett of Berkshire Hathaway is recognized as one of the greatest long-term investors of all time.
Starbucks and More Popular Restaurant Stocks Among Hedge Funds
We analyze hundreds of 13F filings from hedge funds and other notable investors to develop investment strategies and provide other useful information to investors.
Bain Capital’s Hedge Fund Likes Dollar General and More
Bain Capital is best known as a private equity fund engaging in leveraged buyouts, but its success has allowed it to develop other investment funds including long/short equities...
Tiger Consumer Management’s Top Stock Picks Include Google Inc (GOOG)
The most popular small cap stocks among hedge funds tend to outperform the S&P 500 by an average of 18 percentage points per year, according to our historical analysis of 13F ...
$9 Billion Hedge Fund Eton Park’s Top Stock Picks Include eBay
Six to seven weeks after the end of each quarter, hedge funds and other large investors file 13Fs with the SEC, disclosing many of their long equity positions in U.S.
Google Inc (GOOG) Is Tiger Cub John Griffin’s Top Stock Pick
Hedge funds and other major investors are required to file 13Fs with the SEC several weeks after the end of each quarter, disclosing many of their long equity positions.
Billionaire and Tiger Cub Andreas Halvorsen’s Top Stock Picks Include Qualcomm
Andreas Halvorsen co-founded Viking Global in 1999 with two other former members of Tiger Management, the hedge fund run by legendary Julian Robertson.
Billionaire Jeffrey Vinik’s New Stock Picks Include Corning
Jeffrey Vinik achieved enormous success as the manager of Fidelity’s Magellan Fund and then as the head of Vinik Asset Management, allowing him to become a billionaire.
Billionaire Julian Robertson’s New Stock Picks: ADT Corp (ADT), Berkshire Hathaway Inc. (BRK.B), Capital One Financial Corp. (COF)
We have spent the last couple weeks studying 13F filings from hedge funds and other notable investors. 13Fs disclose many long equity positions in U.S.
Petrologistics and More: Billionaire James Dinan’s New Stock Picks
Six to seven weeks after the end of a quarter, hedge funds and many other investors are required to file 13Fs with the SEC.
Lee Ainslie’s Top Stock Picks Include Apple Inc. (AAPL)
We have been going through our database of 13F filings for the fourth quarter of 2012.
Billionaire T. Boone Pickens’ New Stock Picks Include FCX
T. Boone Pickens isn’t a hedge fund manager, but the billionaire oilman invests considerable capital in energy stocks and reports his positions on quarterly 13F filings.
Morgan Stanley, Ford, and More: George Soros’s New Stock Picks
We maintain a database of 13F filings from hedge funds and other notable investors.
Billionaire Stanley Druckenmiller’s New Stock Picks Include AIG
Even though the information in 13F filings is several weeks old by the time it is released, there are a number of ways for investors to at least get some contributions from analyzing...
Apple Inc. (AAPL) Is Billionaire David Shaw’s Top Stock Pick
We have been going through hedge fund 13F filings from the fourth quarter of the year.
Billionaire Louis Bacon’s New Stock Picks Include Bank of America
We have done research on 13F filings and have found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year...
Apple Inc. (AAPL) Is One of Billionaire David Einhorn’s Top Stock Picks
Billionaire David Einhorn is one of the most closely followed hedge fund managers in the financial media- and, sometimes, even in the general news as has been the case with his...
Noam Gottesman’s Top Stock Picks Include Facebook Inc (FB)
We have been working on analyzing the latest round of 13F filings from hedge funds and other notable investors.
A Board Member Bought Shares of Ingersoll-Rand
According to a filing with the SEC, John Bruton, a member of the Board of Directors at Ingersoll-Rand PLC (NYSE:IR) directly purchased just over 1,100 shares of the company’...
An Insider Bought Another Pack of Philip Morris International
Sergio Marchionne, who is a member of the Board of Directors at Philip Morris International Inc.
Multiple Insiders Have Bought Informatica Corporation (INFA) and More
The principles of diversification conclude that it is unwise to accumulate too much company-specific risk.
The Most Popular Healthcare Stocks Among Hedge Funds Include Pfizer
Even with the delay inherent in 13F filings (these filings disclose many of a hedge fund or other investor’s long equity positions at the end of a quarter, but are not released...
Billionaire James Dinan’s Top Stock Picks Include AIG
13F filings, which disclose many of the long equity positions in U.S.
Hedge Funds’ Most Popular Consumer Services Stocks Include Amazon
We think that there are a number of ways for investors to use quarterly 13F filings, which are filed six to seven weeks after the end of a quarter and disclose many of a hedge...
Hedge Funds’ Favorite Consumer Goods Stocks: Mondelez, Coca-Cola, and More
We have been pooling 13F filings from hedge funds and other notable investors such as Warren Buffett in our database which we use to provide useful information to investors.
Hedge Funds Love Exxon Mobil, Schlumberger, and More Energy Stocks
We have put together our database of 13F filings from hundreds of hedge funds and other notable investors following the remaining filings being made public earlier this month.
Ten Tech Stocks Hedge Funds Love: Apple Inc. (AAPL) and More
We have processed hundreds of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012; these filings disclose many long equity positions which ...
Billionaire Paul Singer’s Latest Stock Picks Include NetApp
We have been tracking 13F filings from hedge funds and other notable investors as they come in and reveal many of these market players’ long equity positions as of the end of...
Billionaire Bill Ackman’s Top Stock Picks for 2013
The most popular small cap stocks among hedge funds, as revealed by 13F filings, produce an excess return of 18 percentage points per year according to our research (learn more...
Insiders Have Bought Murphy Oil, CarMax, and More
We track insider purchases because we believe they serve as signals that company officers or Board members are confident in the stock’s prospects.
A Senior VP Bought Shares of Sigma-Aldrich
George Miller, who serves as a senior vice president at $9.3 billion market cap chemicals and chemical equipment company Sigma-Aldrich Corporation (NYSE:SIAL), bought 1,000 shares...
An Insider Bought 80,000 Shares of Murphy Oil
Murphy Oil Corporation (NYSE:MUR), an integrated oil and gas company, had Board member Claiborne Deming (who was the company’s CEO through 2008) directly purchase 80,000 shares...
Billionaire Carl Icahn’s Stock Picks for 2013
The most comprehensive data on what hedge funds and other major investors own comes in the form of 13F filings.
Billionaire Nelson Peltz’s Stock Picks for 2013 Include Family Dollar
13F filings for the fourth quarter of 2012 are in and we have been looking through them as part of our investing strategies and in order to provide information about what many...
Billionaire James Dinan’s Latest Stock Picks Include Citigroup
Six to seven weeks after the end of a fiscal quarter, hedge funds and other major investors are required to file 13Fs with the SEC.
