Prominent Hedge Fund Q3 Buys And Sells

Tyler Durden's picture


This is what the most brand name US hedge funds bought and sold in the third quarter (more here for Greenlight and Third Point).

  • Berkshire Hathaway reports new stakes in Deere (DE), Precision Castparts (PCP), WABCO (WBC), Media General (MEG); liquidates stakes in CVS (CVS), Dollar General (DG), Ingersoll-Rand (IR); increased stakes in IBM (IBM), Wells Fargo (WFC), DirecTV (DTV), National Oilwell (NOV), GM (GM); reduced stakes in ConocoPhillips (COP), GE (GE), Visa (V), Johnson & Johnson (JNJ)
  • Appaloosa reports new positions in AIG (AIG), JPMorgan (JPM), Sealed Air (SEE), Morgan Stanley (MS); liquidates stake in Nuance (NUAN); decreased stakes in Valero (VLO), Bank of America (BAC), Oracle (ORCL); iincreased stakes in Citigroup (C), MGM Resorts (MGM), Hartford Financial (HIG), Apple (AAPL), GM (GM)
  • Greenlight reports new stakes in Yahoo! (YHOO), Babcock & Wilcox (BWC), AECOM (ACM); liquidates stakes in Expedia (EXPE), Best Buy (BBY), UnitedHealth (UNH), CareFusion (CFN), Hess (HES); reduced stakes in Apple (AAPL), Coventry (CVH), Sprint (S), Humana (HUM),  Wellpoint (WLP)
  • SAC Capital reports new stakes in Fossil (FOSL), Marathon Petroleum (MPC), Fastenal (FAST), C.R. Bard (BCR)
  • Pershing Square reports new stakes in Burger King (BKW), Alexander & Baldwin (ALEX); liquidates stake in Citigroup (C); increased stakes in Procter & Gamble (PG), General Growth (GGP)
  • Third Point reports new stakes in Mondelez (MDLZ), Nexen (NXY), Symantec (SYMC), WESCO (WCC), Autodesk (ADSK)
  • BP Capital liquidates stakes in Weatherford (WFT), Apache (APA)

Source: Fly On The Wall

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Thu, 11/15/2012 - 08:56 | 2983484 GetZeeGold
GetZeeGold's picture



Lot's of crap....and I do mean crap.


It's OK.....QE has their back.....for now. Best be rolling that garbage into gold mucho pronto.

Thu, 11/15/2012 - 08:56 | 2983489 overmedicatedun...
overmedicatedundersexed's picture

hey buffett drops GE stock what's up with that??

Thu, 11/15/2012 - 08:57 | 2983491 GMadScientist
GMadScientist's picture

That's some crowded ass dartboards they've got in the executive suite.

Thu, 11/15/2012 - 08:58 | 2983496 youngman
youngman's picture

What is their HFT allocation....this will probably be 80% of their portfolio soon....

I sow no trends...nothing exciting...just jumping from chair to make it look good on paper

Thu, 11/15/2012 - 10:13 | 2983715 kralizec
kralizec's picture

I like how Appaloosa is increasing AAPL while Greenlight is reducing their holdings, should get those two together for coffee!  LOL!

But agreed, nothing to get thrilled about here...until those financials implode...

Thu, 11/15/2012 - 09:23 | 2983506 LongSoupLine
LongSoupLine's picture

These are the public lists...


Note no "useless relic" additions.  Makes me feel good about my gold/silver accumulation.


edit:  wow, junked for pumping physical PM's...Blythe's trolls must be out today.

Thu, 11/15/2012 - 10:17 | 2983736 Whatta
Whatta's picture

Is Uncle Warren giving us the *wink* that zerObama has the back of his new buys? I guess I need to throw down on...Deere (DE), Precision Castparts (PCP), WABCO (WBC), Media General (MEG)

Thu, 11/15/2012 - 10:21 | 2983762 firstdivision
firstdivision's picture

Apaloosa provides its clients with inverse alpha

Thu, 11/15/2012 - 11:57 | 2984229 larz
larz's picture

as long as they are consistant

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