Complete Q1 Hedge Fund Holdings Summary: Is The HF Love Affair With Apple Ending - Microsoft Is Now Biggest Hedge Fund Hotel "Groupthink" Stock

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Fri, 05/20/2011 - 09:13 | 1295077 mayhem_korner
mayhem_korner's picture

LNKD will be the darling in Q2, no?

Fri, 05/20/2011 - 09:32 | 1295120 TheTmfreak
TheTmfreak's picture

Linkedin now just needs to go to the Department of Internet Money and collect their theoretical dollars. Theoretically, they're rich.


(Hopefully somebody gets the reference...)

Fri, 05/20/2011 - 09:38 | 1295137 Overflow-admin
Overflow-admin's picture

Another South Park reference? I didn't see that episode (now I will), but thanks google for the matching!

Fri, 05/20/2011 - 09:47 | 1295144 TheTmfreak
TheTmfreak's picture

South Park is without a doubt solid gold most of the time. When they're on, they're on. That episode was great too. All of these internet sensations... geez.

I remember and still think about the Facebook discussion. "They're literally worth BILLIONS!)(@*(%" How? They produce and sell nothing and I don't think anybody saw advertising bringing in the amount necessary to warrent that. Much like Linkedin...

Fri, 05/20/2011 - 17:27 | 1296814 Sokhmate
Sokhmate's picture

Speaking of facebook, it's worth 3.14159 Trillion 'Likes'

Fri, 05/20/2011 - 09:12 | 1295079 equity_momo
equity_momo's picture

MS might not be a bad place to hide out the coming storm if you have to own stocks. Theyre long cash.  Cash is going to be King again (relative to asset values) im afraid to say (fiat bonfire will happen , just not yet)

That said id rather own gold. Everything will deflate to gold. Deflation will be obvious when gold is used as the benchmark.

Fri, 05/20/2011 - 09:19 | 1295090 Josh Randall
Josh Randall's picture

IBM is the place for hiding out in that sector - because when it comes to cash they have it - they can finance small to medium sized client deals themselves

Fri, 05/20/2011 - 09:14 | 1295085 101 years and c...
101 years and counting's picture

i'd like to see the millisecond by millisecond holdings of the PD hedge funds.

who cares about what funds held more than 2 seconds ago?

Fri, 05/20/2011 - 09:23 | 1295098 tarsubil
tarsubil's picture

HP and Cisco still in the top ten. I mean, seriously?

Fri, 05/20/2011 - 09:28 | 1295109 knowless
knowless's picture

my printer stopped working because i ran out of magenta.. but the black is near full, don't think i'll be buying from them again.

Fri, 05/20/2011 - 09:54 | 1295171 tarsubil
tarsubil's picture

I'm going to replace my printer soon too with something, anything else. Maybe it is time to go Walstreetpro on the old one?

Fri, 05/20/2011 - 10:48 | 1295363 SoCalBusted
SoCalBusted's picture

+1 I miss WSP

Fri, 05/20/2011 - 17:26 | 1296820 Sokhmate
Sokhmate's picture

I've had my printer unplugged for 1+ years now. Using a printer is so last dacade.

Fri, 05/20/2011 - 09:23 | 1295106 Tic tock
Tic tock's picture

No-one tell Reggie

Fri, 05/20/2011 - 09:27 | 1295116 Franken_Stein
Franken_Stein's picture


The meme of putting chips and tracking devices into people is a very old one.

Also the meme of connecting all people to a global network and have them live in an virtual reality.


Here in Germany the first time I read about such a possible future was back in the 80s, where we would read Soviet science fiction novels.

Back in the day i didn't know anything about Isaac Asimov (Jewish, "I robot") or Fritz Lang (Jewish, "Metropolis").


In this Russian science fiction novel they talked about a planet discovered by a group of kosmonaut planetary explorers, which at first glance would look like a total desert, void of any life, except of armies of automated robot tanks with ray cannons, guided by some artificial intelligence, that would fight each other, seemingly without goal.


When they landed down there, they would discover a pyramid like structure near the equator, which would turn out to be an entrance to a giant underground installation.

And there they would find thousands of people in a ring around the whole of the equator, thousands of kilometers in length, lying next to each other in boxes in a kind of coma, with their brains connected to a computer grid.

Some boxes would still be empty.

One of the astronauts would lay down in one of those empty boxes and put on such a hood on his head and would see the real world vanish in front of his eyes and find himself in an artificial, virtual world, where he would encounter the virtual representations of all the other connected people.

They would tell him how the whole thing had started and unfolded in an unforeseen and evil way, they would tell him about the past of their once thriving civilization.

That this originally was a form of entertainment, which gradually had transformed into a lifestyle and an addiction and a nightmare, where more and more people would want to get into the underground equatoral ring.

No one would want to work anymore and instead would spend all his efforts on getting connected, to becmoe part of the chosen few.

Then they started to run out of memory space and the original perfect humanoid-like avatars would be stripped of their level of detail in order to save memory space for the other new arriving avatars.

Until the virtual representation of a connected person would be a mere couloured sphere with two eyes.

Which when I read it first made me laugh, haha. :-)


Later then, after the fall of the Berlin Wall, I had access to books of Wiliam Gibson, an American Sci-Fi writer, who wrote novels like "Neuromancer", "Biochips" and of course "Johnny Mnemonic", which all talked about connecting people with their brain and a so-called Sim-Stim interface (a jack in your head) and a "desk" (a modem) to a computer network and where you would try to infiltrate bank computer accounts, protected by "black ice" (firewall).


But before that I watched a nece BBC series called "The Tripods" which was a "War of the Worlds" adaption made by the BBC in 1984.

At that time I did not know War of the worlds so I thought this is a genuine BBC series.

We could watch it, because it was aired on West German TV which could also be received in East Germany.


Here it is:


The funny thing about the Tripods is, that it is impossible for a Tripod to walk, since

in order to lift one leg you have to balance all the weight on the other two legs, so you would constantly have to waver and wobble while walking.


Three legs is a rather nonsensical construction, make it 4 ! Haha.

So it should have been the "Quadpods" instead.


But apart from that little flaw, the series was brilliant and I was standing in awe.


Fri, 05/20/2011 - 09:34 | 1295127 mayhem_korner
mayhem_korner's picture

"yeah I'm sittin' on this bar stool, talkin' like a damn fool, got the twelve o'clock news it any wonder I've got (chorus) Too Much Time on My Hands..."

You get paid for obliterating page space here, Frank? 


Fri, 05/20/2011 - 09:36 | 1295131 magpie
magpie's picture

"Our enemies are those who know how to use a computer." - unnamed NSA contractor.

(therefore not those using edible Ipads, RFID tags etc.)

Fri, 05/20/2011 - 10:01 | 1295199 Ikea nesting in...
Ikea nesting instinct's picture

"My cat's breath smells like cat food."

Fri, 05/20/2011 - 10:41 | 1295342 Whatta
Whatta's picture

Stewie: No sprinkles. For every sprinkle I find, I shall kill you.

Fri, 05/20/2011 - 09:30 | 1295121 lizzy36
lizzy36's picture

Paying 2/20 for MSFT......Brilliant.

Fri, 05/20/2011 - 10:04 | 1295200 I am a Man I am...
I am a Man I am Forty's picture

let's not forget C, BAC, CSCO, and HPQ

2 companies that helped cause the financial crisis, a company that can't make a decent 3 in 1, and CSCO not a bad company but has performed terribly and continues to have market share taken away, what a joke

Fri, 05/20/2011 - 09:48 | 1295159 I am a Man I am...
I am a Man I am Forty's picture

i quit reading after shitigroup was number 2


captcha   31 plus ___  equals 40

Fri, 05/20/2011 - 10:28 | 1295288 dracos_ghost
dracos_ghost's picture

With so many net shorts (ie SPDR,Russell), anyone think we may have one more capitulation blowoff before gravity takes over.

Fri, 05/20/2011 - 12:21 | 1295788 GFORCE
GFORCE's picture

"Masters of the puni-return"

Fri, 05/20/2011 - 12:56 | 1295924 omi
omi's picture

"the only way for MSFT from here on out is down." Please report facts, leave permabull/bear mentality elsewhere.

Does the report say if funds were selling puts or buying stock?

Fri, 05/20/2011 - 14:31 | 1296315 Ura Bonehead
Ura Bonehead's picture

Net short the broader market 1st quarter?  By a factor of (with Russell) almost 40:1 !!??  How did THAT work out for ya???

Not to worry as these guys will still show huge gains in the first quarter and still destroy those high water marks.

Also.....  I just love the term "hedge" fund.  Would someone identify the 'hedge' in these top holdings???

Fri, 05/20/2011 - 16:27 | 1296666 seanheberling
seanheberling's picture

I suspect the changes in HF holdings were
the result of front-running the NASDAQ rebalancing. I'm surprised AAPL stock is
not down more, however. MSFT stock does look cheap, but the big risk to all of
these large multinationals hording overseas cash is that the custodians of this
cash go Lehman-up. Greek debt anyone?

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