Practical analysis for investment professionals

activist investing


13F Watch: Managers Add Financials and Trim Energy as Hedge Funds Remain under Fire

In the second quarter of 2013, institutional investors added to their equity holdings in the financial sector while reducing their exposure to energy stocks. Among the most widely held stocks, portfolio managers as a group added to positions in Microsoft, General Motors, Cisco, and Intel, and trimmed positions in Pfizer, Oracle, General Electric, and AT&T.

13F Watch: Funds Add Health Care and Trim Technology as Activists Take Center Stage

In the first quarter of 2013, institutional investors added to their equity holdings in the healthcare sector while reducing their exposure to the technology stocks. Among the most widely held stocks, portfolio managers as a group added to positions in Citigroup (C), Johnson & Johnson (JNJ), Microsoft (MSFT), and BlackRock (BLK), and trimmed positions in Apple (AAPL), Oracle (ORCL), Pfizer (PFE), and Coca-Cola (KO).



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