Why Campbell Soup (CPB) Is A Compelling Investment Case
If you are looking for the best ideas for your portfolio you may want to consider some of Third Point’s top stock picks. Third Point, an investment......(read more)
Posts Tagged ‘Hedge Fund:16’
Why Sony (SNE) Is A Compelling Investment Case
If you are looking for the best ideas for your portfolio you may want to consider some of Third Point’s top stock picks. Third Point, an investment......(read more)
Third Point’s Q4 2019 Investor Letter
On January 31, 2020, Third Point released its Q4 2019 Investor Letter, a copy of which you can download here. For the quarter ended December 31st, 2019......(read more)
Hedge Fund and Insider Trading News: Paul Tudor Jones, Bill Ackman, Marc Lasry, David Tepper, Third Point LLC, Adaptive Biotechnologies Corp (ADPT), Open Text Corp (OTEX), and More
Paul Tudor Jones Says Companies Can No Longer Exist Just to Maximize Profits (CNBC) Longtime hedge fund manager Paul Tudor Jones on Wednesday critiqued......(read more)
Hedge Fund and Insider Trading News: Ricky Sandler, John Paulson, Daniel Loeb, Crispin Odey, Brevan Howard Asset Management, Mettler-toledo International Inc. (MTD), Cortexyme Inc (CRTX), and More
Odey Says Governments May Make Private Gold Ownership Illegal (Bloomberg) Crispin Odey, one of Europe’s highest-profile hedge fund managers, said that......(read more)
Hedge Fund and Insider Trading News: Dan Loeb, Paul Tudor Jones, Warren Buffett, Reminiscent Capital, Brevan Howard Asset Management, World Wrestling Entertainment, Inc. (WWE), Raymond James Financial, Inc. (RJF), and More
Dan Loeb’s Far Point Urges Investors to Scrap Global Blue Buyout (Reuters) (Reuters) – Blank-check company Far Point Acquisition Corp (FPAC......(read more)
Hedge Fund and Insider Trading News: Balyasny Asset Management, Third Point LLC, Doubleline Capital, Evercore Inc (EVR), SYNNEX Corporation (SNX), and More
Gundlach Says ‘LQD’ Corporate Bond Fund Looks Like the Most Overvalued Bond Asset Because of Fed (CNBC) Billionaire hedge fund manager Jeffrey Gundlach......(read more)
Highlights From Third Point’s 2020 Q1 Investor Letter
Third Point is a hedge fund founded by Daniel Loeb in 1995. The fund delivered negative returns of about 16% in the first quarter. On April 16, Daniel......(read more)
Third Point 2020 Q1 Investor Letter
Third Point’s flagship Offshore fund lost 16% during the first quarter. That’s not the type of returns we are used to see from Third Point......(read more)
Hedge Fund and Insider Trading News: Paul Tudor Jones, Ken Griffin, Anthony Scaramucci, Massar Capital, Prosperity Bancshares, Inc. (PB), MoreHalozyme Therapeutics, Inc. (HALO), and More
Exclusive: Citadel Turns 2020 Profit After Spotting Virus Risk Early (Reuters) BOSTON (Reuters) – Citadel, the Chicago-based hedge fund giant led......(read more)
Hedge Fund and Insider Trading News: Brevan Howard Asset Management, Solus Alternative Asset Management, Third Point LLC, York Capital Management, Cleveland-Cliffs Inc (CLF), New Mountain Finance Corp. (NMFC), and More
Brevan Howard’s Main Hedge Fund Gains 6.8% as Panic Roils Market (Bloomberg) Brevan Howard Asset Management’s flagship hedge fund rose 6.8% last week......(read more)
Hedge Fund and Insider Trading News: Crispin Odey, Dan Loeb, Clifton S. Robbins, Larry Robbins, Elliott Management, Solar Capital Ltd. (SLRC), Cheniere Energy, Inc. (LNG), and More
Elliott Presses SoftBank to Identify $10 billion of Investments it Holds: Sources (Reuters) LONDON (Reuters) – Elliott Management Corp is pressing......(read more)
Hedge Fund and Insider Trading News: Warren Buffett, Phil Falcone, Third Point LLC, Bunge Ltd (BG), A. H. Belo Corp (AHC), and More
Warren Buffett Has a Problem With ‘Independent’ Directors (The New York Times) Buffett’s big idea for better M&A advice: Berkshire Hathaway......(read more)
Hedge Fund and Insider Trading News: Paul Singer, Stephen Mandel, Meritage Homes Corp (MTH), Alta Equipment Group Inc (ALTG), and More
UPDATE 2-Activist Hedge Fund Elliott Builds Stake in Dutch Insurer NN Group (Reuters) AMSTERDAM, Feb 20 (Reuters) – Elliott Investment Management......(read more)
Hedge Fund and Insider Trading News: Ken Griffin, Dan Loeb, Ray Dalio, Davidson Kempner, PCB Bancorp (PCB), Taylor Morrison Home Corp (TMHC), and More
Global Hedge Fund Software Market Insight Growth Analysis on Volume, Revenue and Forecast to 2019-2025 (NewsParent.com) Global Hedge Fund Software Market......(read more)
Hedge Fund and Insider Trading News: Sahm Adrangi, Daniel Loeb, P2 Capital Partners, GMT Capital, Chatham Asset Management, Mettler-Toledo International Inc. (MTD), Tetra Tech, Inc. (TTEK), and More
Daniel Loeb’s Yacht Damages Belize Coral Reef (Bloomberg) A luxury yacht owned by hedge fund manager Daniel Loeb damaged a pristine reef atoll in Belize......(read more)
Hedge Fund and Insider Trading News: Ray Dalio, Lee Ainslie, Starboard Value LP, Sound Point Capital Management, First Eagle Investment Management, Coca-Cola Co (KO), Enterprise Products Partners L.P. (EPD), and More
Sound Point Capital Appoints Global Head of CLO Capital Markets and Structuring (Hedge Week) Sound Point Capital Management, an alternative asset management......(read more)
Hedge Fund and Insider Trading News: Jamie Dinan, Ray Dalio, Israel Englander, Air Products & Chemicals, Inc. (APD), Cidara Therapeutics Inc (CDTX), and More
Billionaire York Capital Founder and Milwaukee Bucks Co-owner Jamie Dinan Sees Big Investing Opportunities in a Post-Brexit UK (Business Insider) Jamie......(read more)
Hedge Fund and Insider Trading News: Ray Dalio, Ken Griffin, Kyle Bass, Third Point LLC, Polar Capital, AtriCure Inc. (ATRC), SJW Group (SJW), and More
At White House ceremony, President Trump calls out for no-show Chicago billionaire Ken Griffin: ‘Where the hell is he?’ (ChicagoTribune.com) During......(read more)
Hedge Fund and Insider Trading News: Chase Coleman, Ray Dalio, Daniel Loeb, Ken Griffin, Salesforce.com, Inc. (CRM), Goldman Sachs Group Inc (GS), and More
Chase Coleman’s Hedge Fund Tiger Global Ends 2019 With 33% Gain (Bloomberg) Chase Coleman’s Tiger Global Management returned 33% last year, beating......(read more)
Hedge Fund and Insider Trading News: Och-Ziff Capital Management, Elliott Management, Stone Milliner Asset Management, Netflix Inc. (NFLX), Hyatt Hotels Corporation (H), and More
Hedge Funds: What have Bill Ackman and Paul Singer been Buying This Quarter? (CMCMarkets.com) Hedge fund managers Bill Ackman, Paul Singer, Dan Loeb and......(read more)
Third Point 2019 Q3 Investor Letter
Third Point published its 2019 Q3 investor letter. You can download a copy below. The activist hedge fund returned 12.7% during the first three quarters......(read more)
Hedge Fund and Insider Trading News: George Soros, ValueAct Capital, Fisher Investments, WesBanco Inc (WSBC), Eaton Vance Corp (EV), and More
ValueAct Partner Steps Down from Board at Citi Credit Rival (Reuters) (Reuters) – Credit card and loyalty programs firm Alliance Data Systems Corp......(read more)
Hedge Fund and Insider Trading News: Daniel Loeb, ExodusPoint Capital, BlueCrest Capital, Tiger Global Management, Procter & Gamble Co (PG), U.S. Bancorp (USB), and More
Third Point Confirms EssilorLuxottica Stake, Still Talking with Sony: Letter (Reuters) BOSTON (Reuters) – Billionaire investor Daniel Loeb said......(read more)
Hedge Fund and Insider Trading News: Coatue Management, Elliott Management, Citadel, Third Point LLC, Petmed Express Inc (PETS), and More
Coatue, Winton Join Hedge Funds Damaged by Momentum Reversal (Bloomberg) It came out of nowhere and hammered hedge funds. Then it disappeared. Now we’......(read more)
Hedge Fund and Insider Trading News: Ken Griffin, Daniel Loeb, Leon Cooperman, PepsiCo, Inc. (PEP), York Water Co (YORW), and More
Citadel’s Griffin Reaps Windfall From Company’s Bond Sale (The Wall Street Journal) Citadel Limited Partnership sold $500 million in investment-grade......(read more)
Hedge Fund and Insider Trading News: John Paulson, Daniel Loeb, Tom Steyer, GoldenTree Asset Management, Fox Factory Holding Corp (FOXF), Silicon Laboratories (SLAB), and More
Billionaire John Paulson to Host NYC Fundraiser for Trump (Fox Business) When President Trump returns to New York City to speak at the United Nations......(read more)
Hedge Fund and Insider Trading News: Mason Capital Management, Diamondback Capital Management, Third Point LLC, Elliott Management, Cerner Corporation (CERN), Kraft Heinz Co (KHC), and More
U.S. Hedge Fund Dispute with South Korea Heads to Arbitration (Reuters) AMSTERDAM (Reuters) – An international arbitration panel will hold hearings......(read more)
Third Point Started Selling Campbell Soup Co (NYSE:CPB)
Dan Loeb started selling Campbell Soup shares in early July at around $46. The details of his transactions can be see below: Ownership Summary Table Page......(read more)
Hedge Fund and Insider Trading News: Boaz Weinstein, Michael Burry, Ray Dalio, Gencor Industries Inc (GENC), Royal Gold, Inc (RGLD), and More
Boaz Weinstein Fund Spars with BlackRock and Neuberger Berman (FNLondon.com) New York hedge fund Saba Capital Management is embroiled in separate fights......(read more)
Hedge Fund and Insider Trading News: David Rich, Autonomy Capital, Third Point LLC, Intercept Pharmaceuticals Inc (ICPT), Procter & Gamble Co (PG), and More
A Lobbyist Gave $900,000 in Donations. Whose Money Is It? (The New York Times) Of all the billionaires, hedge fund managers and chief executives who have......(read more)
Hedge Fund and Insider Trading News: Elliott Management, Third Point LLC, Viking Global Investors, Waitr Holdings Inc (WTRH), Cincinnati Bell Inc. (CBB), and More
Elliott-Funded Avocet Mining Goes into Administration (Reuters) (Reuters) – Gold miner Avocet Mining Plc on Wednesday appointed Paul Williams and......(read more)
Hedge Fund and Insider Trading News: Dmitry Balyasny, Jim Chanos, Tom Steyer, Third Point LLC, General Electric Company (GE), Ames National Corporation (ATLO), and More
Balyasny Just Cut 10 People Running a $2.5 billion Book. The Hedge Fund Axed the One-year-old Team Because of Poor Performance, Sources Say (Business......(read more)
Hedge Fund and Insider Trading News: Jeffrey Epstein, Tom Steyer, MSD Capital, Acer Therapeutics Inc (ACER), Greif Inc (GEF), and More
Billionaire Grudge Match Nears As Tom Steyer Talks Up Taking On Trump For The White House (Forbes) Billionaire investor Tom Steyer looks set to enter......(read more)
Hedge Fund and Insider Trading News: Daniel Loeb, Ray Dalio, Lone Pine Capital, Saba Capital Management, Kingstown Capital Management, Alphabet Inc (GOOGL), AMAG Pharmaceuticals Inc. (AMAG), and a Lot More
Third Point Tells United Technologies that it Opposes Raytheon Merger (Reuters) BOSTON (Reuters) – Billionaire investor Daniel Loeb said on Friday......(read more)
Dan Loeb’s Third Point Is Bullish On Sony Corporation (SNE) – “A Strong Sony Letter”
On June 13, Third Point published an investor letter in which it has reported about its recent investment in Sony Corporation (NYSE:SNE). In the letter......(read more)
Hedge Fund and Insider Trading News: Dan Loeb, Cheyne Capital, Highbridge Capital, Intrexon Corporation (XON), Hooker Furniture Corporation (HOFT), and More
Cheyne Capital closes Strategic Value Credit Fund at EUR1bn Hard Cap (Hedge Week) Alternative asset manager Cheyne Capital Management (Cheyne Capital)......(read more)
Hedge Fund and Insider Trading News: Anthony Scaramucci, Dan Loeb, Elliott Management, Kirkland’s, Inc. (KIRK), Sharps Compliance Corp. (SMED), and More
Trump Rules Out Scaramucci as He Considers Next Press Secretary (Bloomberg) President Donald Trump said he hasn’t decided who will replace Sarah Huckabee......(read more)
Hedge Fund and Insider Trading News: Mike Novogratz, Ray Dalio, Daniel Loeb, AQR Capital, AGNC Investment Corp (AGNC), J B Hunt Transport Services Inc (JBHT), and More
Novogratz Sees Bitcoin Consolidating in $7,000 to $10,000 Range (Bloomberg) Given the huge run-up in cryptocurrencies this year, billionaire investor......(read more)
Hedge Fund and Insider Trading News: Daniel Loeb, Michael Novogratz, George Soros, Light Street Capital, Cognizant Technology Solutions Corp (CTSH), Centurylink Inc (CTL), and More
Daniel Loeb’s Hedge Fund Wants Centene to Consider Selling Itself (The Wall Street Journal) Daniel Loeb’s Third Point LLC has built a stake in Centene......(read more)
Hedge Fund and Insider Trading News: Michael Platt, Jeff Smith, Daniel Loeb, Anthony Scaramucci, Ultra Clean Holdings Inc (UCTT), Opko Health Inc. (OPK), and More
BlueCrest’s Michael Platt named Richest Hedgie for Fifth Consecutive Year (AOL.co.uk) Star fund manager Michael Platt has been named the City’s richest......(read more)
Hedge Fund and Insider Trading News: Third Point, Elliott Management, Nektar Asset Management, Amyris Inc (AMRS), Kraft Heinz Co (KHC) and More
Ray Dalio Says the Coming of Modern Monetary Theory Favored by Far Left is ‘Inevitable’ (CNBC) Hedge fund king Ray Dalio said the U.S. will end up......(read more)
Hedge Fund and Insider Trading News: Kyle Bass, Pinterest Inc (PINS), ARMOUR Residential REIT, Inc. (ARR), Camping World Holdings Inc. (CWH), and More
Steve Bannon and Kyle Bass Accuse Wall Street of ‘Funding’ China’s Fight with the US (CNBC) Former White House chief strategist Steve Bannon and......(read more)
Third Point’s Q1 2019 Investor Letter
Daniel Loeb’s Third Point recently released its Q1 2019 Investor Letter – a copy of which you can download below. Among other things, the......(read more)
Hedge Fund and Insider Trading News: Keith Meister, Jeffrey Smith, Highland Capital, Dare Bioscience Inc (DARE), Quest Resource Holding Corp (QRHC), KAR Auction Services Inc (KAR), and More
Activist Investor Jeff Smith: There is a ‘Huge’ Value Opportunity in Cerner (CNBC) Shares of Cerner are up 20% this year but the medical records company......(read more)
Hedge Fund and Insider Trading News: Daniel Loeb, Starboard Value LP, Sachem Head Capital Management, Pluristem Therapeutics Inc. (PSTI), Tradeweb Markets Inc (TW), and More
Cerner Stock Jumps on Starboard Director Appointments, Buyback (TheStreet) Shares of health care technology provider Cerner (CERN) jumped Tuesday after......(read more)
Hedge Fund and Insider Trading News: Daniel Loeb, Ray Dalio, Edward Lampert, Linde PLC (LIN), Gaia Inc (GAIA), and More
Billionaire Ray Dalio: ‘Of Course’ Rich People Like Me Should Pay More Taxes (CNBC) Financier Ray Dalio is on a mission to let everyone know that......(read more)
Hedge Fund and Insider Trading News: Third Point, Sarissa Capital, Citadel LLC, Point72 Asset Management, Kinder Morgan Inc (KMI), Cyclerion Therapeutics Inc (CYCN), and More
MOVES-Activist Hedge Fund Sarissa Hires President in Push for Growth (Reuters) BOSTON, April 4 (Reuters) – Sarissa Capital Management LP, the activist......(read more)
United Technologies Corporation (UTX): Third Point’s Latest Thoughts
United Technologies Corporation (NYSE:UTX) is one of a few companies Daniel Loeb’s Third Point discussed in its Q4 2018 Investor Letter –......(read more)
Campbell Soup Company (CPB): Third Point Ends a Proxy War, Gets Two Board Seats
Daniel Loeb’s Third Point released its Q4 2018 Investor Letter at the end of February, in which discussed its several 13F positions, including Campbell......(read more)
