Las mayores posiciones de los Hedge Funds, Apple sigue en cabeza:
Apple Inc. (NASDAQ:AAPL). No surprise here: once again, Apple was the most popular stock among hedge funds. 146 investors reported a position, down only slightly from 147 last quarter. Highbridge Capital Management, managed by billionaire Glenn Dubin, had owned a fairly small position in Apple at the beginning of July but had increased it to about 120,000 shares by the end of September. Billionaire Dan Loeb’s Third Point also bought shares during the quarter.
Google Inc (NASDAQ:GOOG). Google gained on Apple- 132 funds and other investors owned Google at the end of the quarter, up from 118 three months earlier- but it wasn’t quite enough to reach the top slot. Platinum Asset Management, an Australian fund managed by billionaire Kerr Nielson, increased its holdings of Google to 300,000 shares by the end of the quarter. Tiger Global Management, which is managed by billionaire Chase Coleman and his investment team, also added shares.
American International Group, Inc. (NYSE:AIG). Talk about a hot stock: about 50 different investors in our database initiated a position in AIG during the third quarter of the year, with a total of 110 hedge funds holding it in their portfolio. This not only got AIG into the top ten list, but made it the third most popular stock. Billionaire Leon Cooperman’s Omega Advisors increased its stake in AIG by 75%, making it Omega’s largest holding; AIG is also George Soros’s largest long equity position after he bought shares as well.
Microsoft Corporation (NASDAQ:MSFT). AIG’s rise contributed to Microsoft’s fall from the #3 spot. A small number of hedge funds also sold out of Microsoft, reducing its ownership below 100 filers in our database to 96. Bridgewater Associates’ position in Microsoft was its largest long position for a company at the end of September; the large and successful hedge fund is managed by billionaire Ray Dalio.
Citigroup Inc. (NYSE:C). Big banks in general saw hedge fund interest increase slightly, and the most popular pick in the industry was Citi with 93 hedge funds owning the stock. Billionaire David Tepper’s Appaloosa Management increased its holdings of Citi to 10.2 million shares between the beginning of July and the end of the third quarter.
General Motors Company (NYSE:GM). Even before billionaire David Einhorn of Greenlight Capital told attendees at October’s Value Investing Congress that GM was one of his long stock picks, the hedge fund community had been buying in with the 78 holders of the stock from the end of the second quarter increasing to 88. Einhorn’s fund had owned about 23 million shares of the stock at the end of September.
Bank of America Corp (NYSE:BAC). 85 hedge funds and other notable investors reported owning Bank of America, up from 82 in the previous quarter. D.E. Shaw, a large hedge fund managed by David Shaw, reported owning over 8 million shares of the bank on its 13F.
JPMorgan Chase & Co. (NYSE:JPM). Ownership ticked up slightly here as well, with our database showing 83 13F filers with positions in JPMorgan Chase. Fisher Asset Management, a money management firm run by billionaire Ken Fisher, more than doubled the size of its position in JPMorgan Chase during the third quarter of the year.
Wells Fargo & Company (NYSE:WFC). You can have your C and BAC and JPM, but Warren Buffett will stick with Wells Fargo. Berkshire Hathaway actually increased its stake in what is generally considered to be one of the safest large banks and with a total of 81 filers in our database owning the stock it kept right behind the other big banks in our rankings.
QUALCOMM, Inc. (NASDAQ:QCOM). Thanks to upstarts AIG, GM, and Wells Fargo, Qualcomm dropped three places in our rankings even though the number of hedge funds reporting a position decreased by only two (from 79 to 77). Billionaire Stephen Mandel’s Lone Pine Capital cut its stake but still owned 6.9 million shares at the end of the quarter, a position worth over $400 million at that time.
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