ValueAct Capital Keeps Portfolio Largely Unchanged, Adds Stake In Cybersecurity Firm
Founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel Jr., ValueAct Capital is today one of the largest activist hedge funds in the world. The...
Posts Tagged ‘Baker Hughes Incorporated (BHI)’
5 S&P Companies That Lost Hundreds of Millions in Q3
Although crude prices have soared since last February on the back of OPEC intervention and improving fundamentals, the rising prices haven’t managed...
5 Stocks Billionaires Were Dumping in Q3
Billionaire investors didn’t get to where they are (or get their bank accounts to boast that many 0’s) by being ordinary. Many made shrewd...
Insider Buying at Baker Hughes, Pure-Play SNF REIT, and Car Rental Giant Hertz Global, Plus Insider Selling at 2 Companies
Investors use various trading strategies and follow different investment philosophies, so they tend to look at a wide range of aspects when deciding whether...
Hedge Fund News: Crispin Odey, Caxton Associates, Bill Ackman
Hedge Fund Manager Odey Says U.K. Stocks Could Plummet 80% (Bloomberg) Crispin Odey, whose main hedge fund has lost about 43 percent this year, says U...
Here’s Why These Five Stocks Are in the Spotlight
A spate of earnings reports have done little to move the indexes much in either direction today, as broader index volatility remains low. In this article...
Trending Stocks: Apple, Alphabet, Baker Hughes, GE, and More
Crude futures are in the red to start off the week as OPEC continues to squabble on who is going to cut what, making the prospect of a deal seem less...
Here’s Why AMD, InvenSense, Amazon, and More Are Trending
Despite the spate of major earnings releases this week, the markets have been rather calm — the S&P 500 fell by just 0.6% during the week, while...
Trending Stocks: GE, Baker Hughes, Senomyx, AmerisourceBergen, and More
Although third-quarter U.S. GDP growth clocked in at 2.9% versus analyst estimates of 2.5%, the broader markets are little changed as volatility on the...
Scout Daily Update: Caterpillar Inc. (CAT) Cut Guidance Citing Macro Weakness
STOCKS NEWS Caterpillar Inc. (NYSE:CAT): reported Q3 EPS of $0.85 which beat estimates by $0.08. Revenues of $9.16 billion were down 16.4% which missed...
Why Bonanza, Quality Systems, Qualcomm, and More Are Making Headlines
While the markets ended the week on a quiet note, as both the S&P and Nasdaq were relatively unchanged, Bonanza Creek Energy Inc (NYSE:BCEI), Quality...
This Week in Energy: Seadrill Ltd, Whiting Petroleum, and More
After being very volatile for the first nine months of the year, the price action in crude has suddenly become quiet as more participants buy into OPEC...
Kinder Morgan, Pioneer, Baker Hughes: Which Energy Stocks Are Garnering the Most Interest Among Billionaires?
After a nightmare two years during which oil prices fell from $100 to as low as $26 per barrel, there is finally some optimism among people in the energy...
Here Are Billionaire Jeff Ubben’s New Positions and Top Bullish Moves
Jeffrey Ubben founded ValueAct Capital in 2000. The California-based hedge fund has recently filed its 13F filing, in which it disclosed its equity portfolio...
Last week in Hedge Fund Industry: Activists Jeffrey Ubben and Paul Singer, Billionaires Andreas Halvorsen and Warren Buffett
Through extensive research, we determined that imitating some of the picks of hedge funds and other institutional investors can help generate market-beating...
This Week in Energy: Kinder Morgan, Exxon Mobil and Others
Despite S&P and Dow Jones trading near all time highs, it’s been an uneventful week for the energy markets. Although WTI prices are slightly...
Hedge Fund News: Michael Vranos, ValueAct Capital, Elliott Management
Vranos’s Ellington Hires Stohr to Bolster Distressed-Debt Team (Bloomberg) Michael Vranos’s hedge fund Ellington Management Group has hired former...
This Week in Energy: Chevron, Seadrill, Continental and More
Crude futures were volatile this week. After rallying above the key $50 per barrel mark and igniting some short covering, Wednesday’s EIA report...
Here’s Why Traders Are Buzzing about These Five Stocks
It’s the first day of the week, and traders are anticipating the upcoming FOMC meeting in the middle of this month. Following Friday’s disappointing...
Billionaire Jeffrey Ubben Trims 13F Portfolio, but Remains Bullish on These Stocks
In an interview with CNBC in March, ValueAct Capital‘s founder and chief investment officer, Jeffrey Ubben, revealed that his fund was reducing...
Why J C Penney, American International Group & Others Are Trending on Monday?
Markets opened higher today, but started declining after the announcement of manufacturing data, according to which the Institute for Supply Management...
Why Are These Five Stocks Buzzing Today?
On the third trading day of the week, crude futures have now rallied above $45 per barrel while the Dow Jones and S&P 500 futures are modestly lower...
Another Top-Tier Hedge Fund Acquires Stake in Square Inc. (SQ); Activist Jeffrey Ubben Boosts Stake in Oil Services Company & Other Moves
Hedge fund clients pulled out $15 billion from the hedge fund industry in the first quarter of 2016, marking the largest outflow since the second quarter...
Harvard Management Company’s Stock Picks Trail the Broader Market
Harvard Management Company is an asset management firm operated by Harvard University to manage its over $37 billion endowment. Since 2015, the firm has...
Why Are These Five Stocks Losing Ground Today?
At a time when the three big indexes, the S&P, NASDAQ, and Dow Jones, are roughly flat, investors are selling Vale SA (ADR) (NYSE:VALE), Vanguard...
Billionaire Jeff Ubben’s Top Five Long-Term Picks
Jeff Ubben of ValueAct Capital is a pretty successful investor. Not only has he built up his fund to have an equity portfolio of $17.20 billion since...
This Week In Oil: Petrobras, Kinder Morgan & More
Earlier this week, several fundamental events took place in the energy sector, which is most likely to affect not just some individual stocks, but the...
6 Stocks, 3 Mergers, and 1 Unhappy Activist
With many investors expecting the Fed to raise rates this week and the high yield bond market beginning to show signs of rolling over, several new and...
5 Stocks Which M&A Experts Pentwater Capital Management Are Heavily Betting On
Pentwater Capital Management is an Evanston, Illinois-based, multi-billion dollar equity hedge fund founded by Matthew Halbower in 2007. Prior to founding...
Jeffrey Ubben’s Top 5 Q4 Stock Picks
ValueAct Capital, led by Jeffrey Ubben, recently submitted its latest 13F to the Securities and Exchange Commission for the reporting period of September...
The Top Five Energy Picks of a Multi-Billion Dollar Fund
With around $25 billion in assets under management, Pzena Investment Management, led by Richard S. Pzena, disclosed an equity portfolio worth $15.71 billion...
Four Earnings Beats, Four Stocks Making A Morning Move
Four companies have reported their latest quarterly earnings since yesterday’s market close, and all four managed to top estimates, sending their shares...
Why These Trending Stocks Are Shaking Up The Markets Today
Shares of Exxon Mobil Corporation (NYSE:XOM), Halliburton Company (NYSE:HAL), and Campus Crest Communities Inc (NYSE:CCG) are trending this morning...
Four Stocks Trending on M&A Deals; Which Ones You Should Follow Hedge Funds Into?
Shares of Williams Companies Inc (NYSE:WMB), Energy Transfer Equity LP (NYSE:ETE), Baker Hughes Incorporated (NYSE:BHI), and Halliburton Company (NYSE...
ValueAct Capital’s Top Stock Picks Heading Into Q3
In its most recent 13F filing with the SEC for the reporting period quarter ending June 30, Jeffrey Ubben‘s ValueAct capital revealed an equity...
Is Halliburton Company (HAL) A Good Stock To Buy Now?
Is Halliburton a good stock to buy now? A recent report from Wells Fargo’s Judson Bailey discussed the struggle of the offshore drilling industry and...
Most Popular Energy Stocks Among Hedge Funds ~ Sunedison Inc (SUNE), Cheniere Energy, Inc. (LNG), More
As oil prices are looking to rebound, the energy sector has been able to garner the support of more money managers. According to Morningstar data, the...
Alexander Roepers Selling Off Oil States International (OIS) Above $40, Plus a Look at His Q1 Performance
It appears Alexander Roepers’ Atlantic Investment Management has had a change of heart regarding Oil States International, Inc. (NYSE:OIS). After increasing...
Activist Jeffrey Ubben’s Picks Blow Away S&P 500 Index in Q1
Activist Jeffrey Ubben‘s 14 picks in companies with a market cap of $1 billion or more (his entire portfolio) delivered weighted average returns...
Billionaire Lee Ainslie’s New Picks Start the New Year off Right
We recently updated Lee Ainslie’s Maverick Capital’s performance for the first quarter of 2015 with the firm achieving returns of 8.4% in its...
Farallon Capital Discloses Stake in Sky Solar Holdings Ltd (ADR) (SKYS); See Fund’s Other Top New Picks
Farallon Capital, a hedge fund founded by Thomas Steyer, has recently disclosed the initiation of a passive stake in Sky Solar Holdings Ltd (ADR) (NASDAQ...
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...
Tyson Foods Inc. (TSN), Canadian Natural Resource Ltd (USA) (CNQ), Baker Hughes Incorporated (BHI): Steve Cohen Likes These Stocks
Steve Cohen’s Point72 Asset Management is also amongst the funds obliged to disclose its long equity positions by the end of each quarter, although...
Intel Corporation (INTC), Foster Wheeler AG (FWLT), Baker Hughes Incorporated (BHI): Billionaire Kerr Neilson’s Top Picks
Based in Australia, Platinum Asset Management was founded by Kerr Neilson in 1994, having worked for Bankers Trust Australia (now BT Australia) prior...
Apple Inc. (AAPL), Baker Hughes Incorporated (BHI), Danaher Corporation (DHR): Billionaire Ken Griffin’s Top Stocks
In its latest 13F filing, Citadel Investment Group, led by Ken Griffin, revealed its equity portfolio, worth more than $70 billion, for the second quarter...
Baker Hughes Incorporated (BHI), Whiting Petroleum Corp (WLL), Valeant Pharmaceuticals Intl Inc (VRX): Steven Cohen’s Point72 Loves These Stocks
As previously reported, Billionaire Steven Cohen earlier this year shut down his fund SAC Capital Advisors and opened Point72 Asset Management, a fund...
Baker Hughes Incorporated (BHI) Earnings Beat Analysts’ Expectations
Fox Business News’s Lori Rothman reported about Baker Hughes Incorporated (NYSE:BHI) in her earnings alert on Thursday. The mention has been made on...
Micron Technology, Inc. (MU), EOG Resources Inc. (EOG), Baker Hughes Incorporated (BHI), Halcon Resources Corp (HK): Top Trades for the Year
The Market has had its fair share of challenges, but there are stocks according to the ‘Fast Money’ Crew on CNBC that remained solid in the first...
Greenhaven Associates’ Largest Equity Changes From the Latest 13F
Edgar Wachenheim‘s Greenhaven Associates recently revealed its 13F portfolio allocation for the first quarter of 2014. With approximately 75.00...
Billionaire Stan Druckenmiller’s Top Stock Picks
In a latest 13F filing, Stanley Druckenmiller’s fund Duquesne Capital, revealed its holdings for the fourth quarter of 2013. The value of its equity...
