13F

Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) filed its 13F for the first quarter on Tuesday, revealing what changes it made to its portfolio during the period. The company’s equity portfolio increased from approximately $166 billion at the end of 2017 to $169...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was...

When a large hedge fund discloses a stake in a company through a 13F filing, it's news that can substantially move a stock.  This week saw a host of high-profile fund managers disclose stakes in SEC filings.  Warren Buffett’s Berkshire Hathaway Inc. Class A (NYSE: BRK-A)...

The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was...

I take a closer look at The Baupost Group's list of stock holdings where values have increased by 21.7% from the previous quarter. Recent stocks purchases including Time Warner Inc (NYSE: TWX), Pioneer Natural Resources (NYSE: PXD), and Cardinal Health Inc (NYSE: CAH). The Baupost Group'...

Snap Inc (NYSE: SNAP)'s biggest and most notable shareholders were kept a secret, but recent regulatory filings now shed light on which money manager(s) and hedge funds own a piece of the social media company. According to a Reuters report, Snap's 13F filings with the U.S. Securities and Exchange...

What is a form 13F and who needs to file them? Form 13F is shorthand for the quarterly report filed, per SEC regulations, by "institutional investment managers" to the SEC and containing all equity assets under management of at least $100 million in value. This covers institutional money...

Seth Klarman has gotten a lot of buzz this week on Wall Street for his skeptical words about stock market prospects under President Donald Trump. Klarman, who manages the $30 billion hedge fund Baupost, criticized Trump for his unpredictable and nationalistic policy decisions. Say It Again: Trump...

The most notable investors in the world are legally required to disclose their funds' most recent holdings. If you're an investor or trader who likes to follow the "smart money" -- sometimes referred to as "whale watching" -- the SEC's requirement for the public...

A 13F filing via the SEC can be viewed as a quick snapshot of all the holdings of a fund manager's portfolio at the end of a quarter. 13F filings must be submitted to the SEC's EDGAR site no later than 45 days after the end of a quarter. A 13F must be filed for an institutional money manager with...

There was a time when many income investors scurried into master limited partnerships (MLPs) and the corresponding exchange-traded funds searching for yield amid low U.S. interest rates. Part of their motivation was the belief that because most MLPs are not involved in the exploration and...

Legendary investor Carl Icahn filed his first quarter Form 13F with the SEC on Friday. According to the document, his equity portfolio increased slightly in value over the quarter: from $31.89 billion to $32.05 billion, approximately. The portfolio is quite concentrated, comprising 20 stocks...

Bill Ackman’s Pershing Square Capital Management’s equity portfolio continues to be highly concentrated, comprising only eight stocks. According to its latest 13F filing, the portfolio is focused on healthcare stocks (46 percent) and, to a lesser extent, on materials (31 percent)...