Hedge Fund News: Dan Loeb, Bill Ackman & Nouriel Roubini
The activist hedge fund firms that have been pushing for change at Sothebys (NYSE:BID) may have won their big boardroom battle. But they may be losing the war.
Posts Tagged ‘Third Point’
Hedge Fund News: Nelson Peltz, Boaz Weinstein & Tiger Global Management LLC
In a letter sent to DuPont’s Board of Directors, Trian Fund Management LP urged that DuPont be split up in order to be more competitive.
T-Mobile US Inc (TMUS), Hess Corp. (HES), Yahoo! Inc. (YHOO): Jeffrey Altman’s Top Stock Picks
Jeffrey Altman’s Owl Creek Asset Management has released its 13F for the second quarter, unveiling a total of 20 positions that have a value of roughly $2 billion.
Enphase Energy Inc (ENPH): Dan Loeb’s Third Point LLC Sells 1.2 Mln Shares
Activist investor Dan Loeb once again makes the news, as his hedge fund Third Point LLC trimmed its exposure to Enphase Energy Inc (NASDAQ:ENPH) by 16%.
Sothebys (BID): Richard McGuire’s Marcato Capital Management Increases Exposure by 41%
A few days ago, Richard Mcguire’s Marcato Capital Management disclosed - in a filing with the SEC - a 41% increase in its stake in Sothebys (NYSE:BID), a $2.9 billion market...
Actavis plc (ACT), Time Warner Inc (TWX), Canadian Pacific Railway Limited (USA) (CP): Billionaire Daniel Och’s Top Picks
Daniel S. Och’s OZ Management is among the investment management firms required to disclose their long equity positions once per quarter.
American Airlines Group Inc (AAL), Allergan, Inc.(AGN), Ally Financial Inc (ALLY): Billionaire Jamie Dinan’s Top Stocks
Having lost all his savings on Black Monday in 1987, James Dinan made a remarkable comeback, setting up his hedge fund, York Capital Management, in 1991 with $3.6 million and...
Apple Inc. (AAPL), The Dow Chemical Company (DOW) And Micron Technology, Inc. (MU) Billionaire Rob Citrone’s Top Stock Picks
A "Tiger Club" member, Discovery Capital Management was founded in 1999 by Rob Citrone, who had previously worked as a portfolio manager at Fidelity Investments and Tiger Management...
Yahoo! Inc. (YHOO): Was Dan Loeb Wrong Dumping The Company?
Billionaire Dan Loeb, the manager of Third Point, has closed its stake in Yahoo! Inc.
The Dow Chemical Company (DOW), E I Du Pont De Nemours And Co (DD): R&D Spending Strategies Compared
Companies have different ways on how they approach spending on research and development, and that difference can also explain their success or struggle in business and as CNBC...
Dan Loeb’s Third Point LLC Asks The Dow Chemical Company (DOW) To Release Value
In an interview with CNBC, Andrew Liveris, the chairman & CEO of The Dow Chemical Company (NYSE:DOW), speaks about shareholder activism and also about Dan Loeb, and his hedge ...
Deepak Gulati’s Argentiere Capital’s Top Stock Picks
Zug, Switzerland-based Argentiere Capital is an alternative investment management firm, which was founded by Deepak Gulati. Mr.
Hedge Fund News: Daniel Loeb, Nouriel Roubini & Jana Partners
Billionaire investor Daniel Loeb's main hedge fund returned 6 percent during the first six months of 2014, beating many rival managers' largely lackluster returns but trailing...
Dan Loeb’s Third Point: Top Small-Cap Picks Include Sothebys (BID), Intrexon Corp (XON), Ocwen Financial Corp (OCN)
Our equity market studies have shown that the most popular small-cap picks ($1 billion - $5 billion market cap) amongst hedge funds have historically outperformed the wider market...
Falcon Edge Capital’s Diversified Stock Picks
Falcon Edge Capital, a hedge fund founded –in 2012- and managed by Richard Gerson and Navroz D. Udwadia, holds an equity portfolio valued at more than $1.5 billion.
Hedge Fund News: T Boone Pickens, Paul Singer & Daniel Loeb
Known for his saying that “the first billion is the hardest,” oil billionaire T.
Hedge Fund Highlights: Barry Rosenstein, Dan Loeb & Pine River Capital Management
At 24 he reportedly negotiated a $1 million salary from the man who inspired Michael Douglas' Wall Street character Gordon Gekko. Last year he took home $250 million.
Dan Loeb’s Top Bullish Moves During the First Quarter
Dan Loeb, the manager of Third Point is one of the pioneers in activist investing.
Hoplite Capital’s Latest 13F Reveales a Large Stake in Sunedison Inc (SUNE) & Actavis plc (ACT)
In the latest round of 13F filings, Hoplite Capital Management, led by John Lykouretzos, revealed its equity portfolio as of the end of the first quarter of the year.
Hedge Fund News: Bill Miller, Warren Buffett & Alberto Micalizzi
Former Legg Mason Chairman and Chief Investment Officer Bill Miller believes Apple Inc. (NASDAQ:AAPL) shares will go higher.
Hedge Fund Highlights: George Soros, Warren Buffett & Ralph Whitworth
Hedge fund Paulson & Co in Q1 maintained its stake in SPDR Gold Trust (ETF) (NYSEARCA:GLD), the world's biggest gold-backed exchange-traded fund as bullion prices rebounded...
Hedge Fund News: George Soros, Warren Buffett & Jim Rogers
Secretary of State John Kerry is set to introduce billionaire investor George Soros at a State Department forum Tuesday, the Washington Free Beacon reported.
Hedge Fund News: Warren Buffett, Bill Ackman & Carl Icahn
Uber-billionaire Warren Buffett hosted the annual shareholders meeting for Berkshire Hathaway Inc. (NYSE:BRK.B) in Omaha last weekend.
Hedge Fund News: Daniel Och, Murray Stahl & George Soros
Och-Ziff Capital Management Group LLC (NYSE:OZM) fell the most in three weeks after the Wall Street Journal reported that the hedge-fund firm run by Daniel Och helped finance...
Keywise Capital Management is Bullish on These Technology Stocks
Keywise Capital Management, led by Fang Zheng, is a China-based hedge fund that is focused primarily on investing in companies from the Greater China Markets, such as Hong Kong...
Mick McGuire’s Marcato Capital Issues Another Presentation on Sotheby’s (BID)
Richard McGuire of Marcato Capital Management has disclosed, in a filing with the SEC, its presentation on Sotheby's (NYSE:BID), from the "Active-Passive Investor Summit...
Hedge Fund News: Jim Chanos, Edward Lampert & Dan Loeb
Globally the entire world thinks the governments have their back in asset markets.
Bow Street LLC’s Top Picks
Bow Street LLC was founded by Howard Shainker and Akiva Katz in 2011. The New-York based long/short equity fund has an estimated $153 million of assets under management.
Two Healthcare Companies That Insiders Have Bought Recently
At InsiderMonkey, we track insider purchases every day. It is very important to our investment strategy, just like keeping an eye on hedge fund activity.
Hedge Fund News: T Boone Pickens, David Einhorn & William Ackman
Aboard his Gulfstream G550, T.
David Einhorn, Greenlight Capital Raise Stake in BioFuel Energy Corp. (BIOF); Send Business Proposal To Board
David Einhorn is bullish on BioFuel Energy Corp. (NASDAQ:BIOF) and is planning on going activist.
Hedge Fund News: Thomas Steyer, Bill Ackman & Eric Mindich
Right out of an episode of House of Cards, about half of Senate Democrats did what a big donor wanted. They pulled an all-nighter to give lip service to global warming.
Third Point Upps its Stake In Sothebys (BID); Nominates Directors to the Board
Dan Loeb’s Third Point, has raised its stake in Sothebys (NYSE:BID), as revealed in a new filing with the Security and Exchange Commission.
Dan Loeb and Third Point Nominate Three Directors to Sothebys (BID)’s Board
Dan Loeb and his fund Third Point have slightly upped their activist position in Sothebys (NYSE:BID) and proposed several candidates, including Mr.
Hedge Fund News: Carl Icahn, John Paulson & Paul Singer
At 78, Carl Icahn could have just rode off into retirement, his reputation as ruthless money-maker still golden, his billionaire status unsullied.
Billionaire George Soros’ Top Stock Picks
In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year.
Hedge Fund News: Whitney Tilson, Daniel Loeb & Ray Dalio
Why aren’t there more women running hedge funds? The money’s good, and the lifestyle would seem to lend itself better to balancing family demands than more traditional Wall...
Hedge Fund News: John Arnold, Jeffrey Tannenbaum & James Crichton
Goldman Sachs Group, Inc.
Hedge Fund Highlights: Steven Cohen, Bruce Richards & Clint Carlson
The billionaire investor Steven A.
Hedge Fund News: Rob Citrone, David Tepper & Paul Singer
David Tepper's Appaloosa Management is one of the top performing large hedge funds on Wall Street, but he likely took a beating on Friday, according to John Hempton, an Australian...
Dan Loeb, Third Point 2013 Q4 Investor Letter
Dan Loeb and Third Point are some of the most active investors and that's one of the reasons why their moves should be watched closely.
Hedge Fund Highlights: Warren Buffett, Carl Icahn & Paul Tudor Jones
Warren Buffett is proving to have as keen an eye for talent as he has for investment opportunity.
Daniel Loeb Discloses Big Stake in The Dow Chemical Company (DOW); Asks for a Strategic Review
Daniel Loeb's hedge fund Third Point has revealed in a statement taking a large stake in The Dow Chemical Company (NYSE:DOW).
Hedge Fund News: Daniel Loeb, Crispin Odey & Julian Robertson
Daniel Loeb, the activist investor and hedge fund manager, led rivals in 2013 as his flagship fund gained 25.2%, Reuters reported.
Hedge Fund News: Stanley Druckenmiller, David Tepper & Marc Faber
Stan Druckenmiller looks across the table at Charlie Rose, bemused.
Dan Loeb, Third Point Buy Shares of Enphase Energy at $6.83 Per Share
Dan Loeb's Third Point, revealed, in a new form 4, buying a total of 190,100 shares of Enphase Energy Inc (NASDAQ:ENPH).
Hedge Fund News: Richard Perry, Seth Klarman & Jim Rogers
Hedge fund manager Richard Perry, who runs Perry Capital, has filed his third-quarter 13F with the Securities and Exchange Commission.
Dan Loeb Reveals a Long Position in FedEx
Dan Loeb, the manager of Third Point, is a notorious personality in the hedge fund universe, so his words typically have a major effect on the markets.
Hedge Fund News: Ray Dalio, Dan Loeb & Carl Icahn
Ray Dalio, who runs hedge fund behemoth Bridgewater Associates, is speaking at the DealBook Conference in midtown Manhattan right now.
