Posted on February 16th, 2012
Initial results for the Q4 2011 Heat Map are now in. You can see the full results at http://whalewisdom.com/report/heat_map. Sectors targeted include services occupying 20%, techs 19%, financials 14%, healthcare 12%, consumer goods 11%, basic materials 11%, industrial goods 7% and utilities 4%. Financials took the biggest drop from Q3 to Q4 dropping from 22% to 14%. Industrial goods made the biggest jump going from 0 to 7% thanks to Lockheed Martin (9th), Timken (19th) and Goodrich (34th) among others.
The top 10 include:
Posted on February 15th, 2012
Most 13F’s for Q4 2011 are in. By sometime Friday the latest stats should be posted and all the other useful utilities on the site such as the Heat Map and Guru Report will be updated for the latest quarter.
At the time of this article, we have received 13F’s from 3,102 distinct filers. Of those, 189 are new filers that had not submitted a 13F in the last 10-years. The list includes:
Read more on “Q4 2011 13F Update” »
Posted on February 9th, 2012
We just received a new 13G from Blackrock (see original SEC filing) that shows them owning 153,885,999 shares of Citigroup representing 5.26% stake and a huge increase from the 6,688,042 shares reported on 9/30/11. The event date is December 30, 2011 (why is this filing coming in so late?). The closing price on Dec. 30th was $26.30 representing a $4 billion dollar investment.
Posted on February 9th, 2012
As of the time of this article only about one third of all 13F filings for the Dec. 31, 2011 quarter have come in. Most of the big names won’t file until the last minute, but there are a few interesting filings that have been received so far.
As you can see from the tables below, the top selections didn’t show much change with Cisco and Apple jumped have jumping up a few spots. Vodaphone, Proctor and Gamble, Baidu, Royal Dutch Shell, Corning and Amazon all jumped into the top 30 list while IBM, Wells Fargo, Target, Occidental Petroleum, Intel and Bristol-Myers have fallen out of the list.
Read more on “Interesting Q4 2011 filings received so far” »
Posted on February 4th, 2012
One of the reasons we look at 13f filings is to attempt to copy those we consider to be good stock pickers. And the ultimate stock pickers have to be the hedge fund managers. Their job is to invest large amounts of capital with the goal of maximizing return while minimizing risk. By comparing multiple hedge fund managers to see which picks are most commonly held you can find the stocks with the highest conviction.
Read more on “Guru Insights from Q3 2011” »