The new Q1 2022 issue of our newsletter was just released: see what stocks top hedge funds have been buying and selling in the Q1 volatility.  Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q1 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: Recent performance numbers, excerpts from letters, summaries of recent appearances, and more - New consensus buy / sell lists of the most popular stocks ..read more

The new Q4 issue of our newsletter was just released: see what stocks top hedge funds have been buying, selling & why.  Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q4 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: Recent performance numbers, excerpts from letters, summaries of recent appearances, and more - New consensus buy / sell lists of the most popular stocks - Investment thes ..read more

The new Q3 issue of our quarterly newsletter was just released today: see what stocks top hedge funds were buying, selling and why.  Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q3 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: excerpts from letters, summaries of recent conference/media appearances, and more - New consensus buy / sell lists of the most popular stocks - Investment thesis ..read more

The new Q2 issue of our quarterly newsletter was just released today: see what stocks top hedge funds were buying, selling and why.  Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q2 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves - New consensus buy / sell lists of the most popular stocks - Investment thesis summaries of 2 stocks that certain funds have been buying Save 33% Below You'll ..read more

A new issue of our quarterly newsletter was just released and covers a volatile Q1: see what stocks top hedge funds were buying and selling.  Subscribers please login at www.hedgefundwisdom.com to download it. New Q1 Issue Includes: - Updates the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here) - Commentary on each fund's moves: Q1 performance numbers, excerpts from letters, recent conference appearances & more - New consensus buy / sell lists: See the most popular stocks durin ..read more

The new Q4 issue of our hedge fund newsletter was just released today.  Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q4 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Dan Loeb, Chase Coleman & more (full list here) - Commentary on each fund's moves: Quotes from recent appearances and hedge fund letters, performance numbers when available, occasional short positions, and more - New consensus buy / sell lists: Most popular stocks in Q4 - Investment thesis summ ..read more

It's been a while since we posted a recommended reading list, so here's some ideas as well as recent recommendations from prominent investors. Recommended Reading for the Holidays 2020 Quality Investing: Owning the Best Companies for the Long Term by Lawrence Cunningham, Torkell T Eide & Patrick Hargreaves - Dan Loeb (Third Point) recently recommended this book in a quarterly letter   No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings - Another recommendation from Loeb is the Netflix founder's new book   Unknown Market Wizards: The Best Traders You've Never ..read more

The new Q3 issue of our hedge fund newsletter was just released today.  Subscribers please login at www.hedgefundwisdom.com to download it. Inside the New Q3 Issue: - Reveals the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Dan Loeb, Chase Coleman & more (full list here) - Commentary on each fund's moves: Quotes from recent conference talks and hedge fund letters, performance numbers, occasional short positions, and more - New consensus buy / sell lists: Most popular stocks of Q3 - Investment thesis summaries of 2 ..read more

Today is the last day to provide the SEC feedback on its new 13F proposal.  Instructions are at the bottom. SEC's 13F Proposal The SEC is proposing to raise the threshold for who is required to file a 13F disclosing their holdings each quarter.  Currently, managers with $100 million or more in US holdings are required to file.  The proposal seeks to only require managers with $3.5 billion or more in US holdings to file. This would reduce the number of 13Fs filed by 90%.  It would decrease the number of firms that disclose their holdings from around 5,283 to just 549.  ..read more

The U.S. Securities and Exchange Commission (SEC) has proposed amendments to 13F filings.  Currently, investment managers with holdings of US securities totaling $100 million or more are required to file a 13F each quarter.  The proposal seeks to increase that level 35x to managers holding $3.5 billion or more. The result?  A 90% reduction in the number of 13Fs filed.  This would reduce the number of hedge funds that file from 800 down to less than 100.  It would decrease total filers from around 5,283 to a mere 549.   $2.3 trillion in investment holdings would n ..read more