At Holdings Channel, we reviewed the most recent batch of twenty-two 13F purposes for the 03/31/2022 reporting interval and located that 16 of those funds have been owned by Microsoft Company (Image: MSFT). When hedge fund managers appear to suppose alike, we discover it is a good suggestion to take a better look.
Earlier than persevering with, it is necessary to notice that 13F purposes do not inform the entire story, as these funds solely must disclose their very own data. lengthy positions with the SEC, however they don’t seem to be required to be disclosed. brief positions. For instance, a fund that makes a bearish guess in opposition to a inventory by shortening calls can also be considerably lengthy as a result of they’re buying and selling across the general bearish place. This lengthy part might present up in a 13F submitting and everybody may assume the fund is on the rise, however that solely tells a part of the story. as a result of the bearish/brief aspect of the place will not be seen.
After giving this warning, we imagine that, teams 13F references will be notably revealing when evaluating one retention interval to a different. This is a have a look at the change in MSFT places for this newest set of 13F filers:
| fund, capital | New place? | Change in Variety of Shares | Change in Market Worth ($ in 1000s) |
|---|---|---|---|
| Mawer Funding Administration Ltd. | Present | –11,451 | –$109,962 |
| Freemont Administration SA | Present | –38,900 | –$15,564 |
| Bernardo Wealth Planning LLC | Present | +302 | +$29 |
| RMB Capital Administration LLC | Present | +6.626 | –$4,564 |
| Turtle Funding Administration LLC | Present | +2,140 | –$261 |
| Weaver Consulting Group | Present | +348 | –288$ |
| motco | Present | –2,419 | –$2.925 |
| HC Consultants LLC | Present | +5 | –55 {dollars} |
| Sageworth Belief Co. | Present | +390 | +$59 |
| Arete Asset Advisors LLC | Present | –608 | –$1,060 |
| Harbor Island Capital LLC | Present | UNCH | –$1,434 |
| Papp L Roy and Associates | Present | –2,110 | –$4,559 |
| LifePro Asset Administration | Present | –559 | –$337 |
| Lansing Road Consultants | NEW | +4,482 | +1,331$ |
| Wolff Wiese Magana LLC | Present | +1,270 | –$53 |
| Lake Road Monetary LLC | Present | +827 | –$1,154 |
| Mass Change: | –39,657 | –$140,797 | |
By way of shares owned, we depend 8 of the above funds elevated their current MSFT positions from 12/31/2021 to 03/31/2022, 6 decreased their positions and 1 new place.
Wanting past these particular funds on this newest set of filers, we calculated the entire variety of MSFT shares. all Funds holding MSFT throughout the 03/31/2022 reporting interval (out of two,762 we checked out in complete). We then in contrast this quantity to the entire variety of MSFT shares held by the identical funds held within the interval 12/31/2021 to see how the entire variety of shares held by hedge funds moved for MSFT. Between these two durations, we discovered that the funds had decreased their holdings by a complete of two,449,725 shares, from 455,524,861 to 453,075,136, with an approximate -0.54% lower within the variety of shares. The highest three funds holding MSFT on 03/31/2022 have been:
We’ll proceed to observe the most recent 13F filings by hedge fund managers and offer you fascinating tales derived from a look at mixture data throughout teams of managers between submitting durations. particular person 13F purposes can typically be deceptive as the knowledge is simply of lengthy length, however general teams It may be rather more descriptive and related from one reporting interval to the following, offering fascinating inventory concepts that deserve additional investigation, resembling Microsoft Company (Image: MSFT).
Shopping for 10 S&P 500 Part Hedge Funds ยป
The views and opinions expressed herein are these of the creator and should not essentially replicate these of Nasdaq, Inc.