Curious what (long) positions hedge funds bought, sold, initiated or liquidated in the second quarter? Then the following summary, courtesy of RanSquawk [16]is for you. And while these 13F reports are far less relevant than they used to be when central-planning wasn't the rule of the land, keep a close eye on these most frequently mentioned stocks: AAPL, DG, AAL, MNK, FB, PCLN, GM, VZ, AGN, AIG, DTV, CMCSA, WMB, QCOM, APC, and CBS.
APPALOOSA MANAGEMENT
- Boosted Stakes in FB, GM, AAL, PCLN, MAS
- Cut Stakes in SPY, QQQ, C, EMN, DD
- Took Stakes in GOOG, MHK, WFT, RYL
- Exited Stakes in QCOM, JPM, MET, TRN, DLPH
BERKSHIRE HATHAWAY
- Boosted Stakes in SU, VZ, GM, V
- Cut Stakes in COP, DTV, PSX
- Exited Stake in STRZA
- Took Stake in CHTR
ELLIOTT MANAGEMENT
- Boosted Stakes in APC, WMB, SBS, JNPR, SM
- Cut Stakes in ELX
- Took Stakes in OPB, IRM, MNK, CAM, EMC
- Exited Stakes in HOS, DLPH, DYN, RYA
ETON PARK CAPITAL
- Boosted Stakes in CBS, WMB, ACT, NUS
- Cut Stakes in LNG, EBAY, STZ, TK, ARCP
- Took Stakes in AGN, AWI, MCRS, BEAV
- Exited Stakes in EQIX, MCO, MJN, CMCSA, Brookfield
FAIRHOLME CAPITAL
- Boosted Stakes in SHLD, FMCC, FNMA
- Cut Stakes in BAC, LUK, BRK/B, AIG
- Exited Stake in CHK
- Took Stakes in LE, RAI, MO, RIG
GATES FOUNDATION
- Cut Stakes in BRK/B, TTF
GREENLIGHT CAPITAL
- Boosted Stakes in SUNE, LRCX, NOV, CONN, IACI
- Cut Stakes in AAPL, BWC, CI, APC, CSC
- Took Stakes in CVEO, AER, TIME, CHMT, NRF
- Exited Stakes in RAD, NOK, PENN, AHL, HTS
HIGHFIELDS CAPITAL
- Boosted DTV, MON, APD, IRM, OCN Stakes
- Cut Stakes in AIG, RDS/A, BP, AMAT, AGN
- Took Stakes in HTZ, LLY, GS, AZN
- Exited Stakes in XOM, TSLA, SPY, SD
ICAHN ASSOCIATES
- Boosted Stakes in NAV, EBAY, IEP
- Cut NFLX Stake to 2.9%
LONE PINE
- Boosted Stakes in PCLN, BIDU, ADBE, MA, MHFI
- Cut Stakes in IBN, LBTYK, DG, FOXA, MSFT
- Took Stakes in CMCSA, CP, WMB, UA, JD
- Exited Stakes in MON, QCOM, WYN, BEAV, ENDP
MARCATO CAPITAL
- Boosted Stakes in GT, MIC, MTN, NCR, BID
- Cut Stakes in Brookfield, LEA
- Exited Stakes in URI, GY, EQC, SIG, CONE
MOORE CAPITAL
- Boosted Stakes in AAPL, BIDU, NRF
- Cut Stakes in JPM, HTZ, C, CBS, EEM
- Took Stakes in PG, XLK, HLT, DLR
- Exited Stakes in GILD, DFS, WFC
OMEGA ADVISORS
- Boosted Stakes in CMCSK, OCN, ACT, SVU, GLPI
- Cut Stakes in COF, UNH, QCOM, S, CAM
- Took Stakes in NAVI, KKR, AAPL, GULTU, QEP
- Exited Stakes in DG, ADT, SPWR, EXXI, CIE
PAULSON & CO
- Boosted Stakes in SHPG, CIE, MNK, FDO, DG
- Cut Stakes in TMO, VOD, FCX, CBS
- Took Stakes in AGN, DTV, COV, HSH, QCOR
- Exited Stakes in AAL, PXD, HES, GM, COF/WS
PERSHING SQUARE CAPITAL
- Cut Stakes in CP
- Exited Stakes in AIV, HME
RBS PARTNERS
- Cut AN Stake
- Took Stake in LE
RELATIONAL INVESTORS
- Boosted Stakes in CLH, MHR, MTW, ESL, YUM
- Cut Stakes in MDY, SPY, BG, HOLX
- Took Stakes in WFM
- Exited Stakes in GRA, FAF
SOROS FUND MANAGEMENT
- Boosted Stakes in YPF, AAPL, FB, AIG, AAL
- Cut Stakes in TEVA, ABX, EQT, CMCSA
- Took Stakes in CNX, LVLT, TWC, EDU
- Exited Stakes in FDX, MNST, GOOGL, DVN, MPC
STARBOARD VALUE
- Boosted Stakes in BWC, RLD, DRI, UPIP, CW
- Cut Stakes in PLCM, CCC, IWM, CPWR, LXU
- Exited Stakes in AAN, RFMD
THIRD POINT
- Boosted Stakes in DOW, YPF, MAS, APC, DG, YPFD
- Cut Stakes in FDX, EQT, TMUS, CF, CTXS in 2Q
- Took Stakes in RAX, IACI, FMC, FNSR
- Exited Stakes in VZ, COG, IP, CCK, GOOGL, VRX
TIGER GLOBAL
- Boosted Stakes in CHTR, RH, FLT
- Cut Stakes in PCLN, FIS, TDG, MYGN
- Took Stakes in NFLX, QIHU, MNK
- Exited Stakes in CRI, CCE, MSI, GPS
TRIAN FUND MANAGEMENT
- Boosted Stakes in BK, MDLZ, PEP, TIF
- Cut Stakes in ALLE, IR
- Exited Stakes in GNC
TUDOR INVESTMENT
- Boosted Stakes in EEM, FB, LLY, MA, PRGO
- Cut Stakes in PFE, HRB, DGX, V, VZ
- Took Stakes in AAPL, LQD, KRE, GPN, EWJ
- Exited Stakes in HYG, IHS, EFX, ANF, LNKD
VALUEACT HOLDINGS
- Boosted Stakes in MSFT, CBG, MSCI
- Cut Stakes in COL, EXPD, DRC, ADBE
- Took Stakes in AWI, FOX
- Exited Stakes in SYMC, MCRS\
Source: Ran Squawk
