June Off To A Poor ...
posted by The Naked Put on 1 months ago
a very interesting way to make selections....I appreciate being able to learn something
new and I think this site is really cool
posted by James Altucher on 1 months ago
I mention in the Stockpickr Blog
the top 10 activist funds I like to piggyback. For each of those funds if you "bookmark"
the fund (by rating it with 4 stars), Stockpickr will send you an email when they have a
new 13D or 13F filing. Hedge funds with $100mm or more have to file a 13F filing every
quarter disclosing their holdings. We track those filing here at Stockpickr. Whenever a
hedge fund (or anybody) takes a 5% position or more in a company they have to disclose it
with either a 13G or 13D. The 13D (as opposed to "G") implies that they intend to be
"active" and hold discussions with management or other large shareholders.
posted by john on 1 months ago
The best (and maybe only way) is to look up their 13-F filings on sec.gov 45 days after
quarter-end. Some long-term 'activist' managers I know are Relational, Steel Partners,
Blue Harbour, Barington, MMI (Millbrook?), Pirate, and Lawndale.
posted by Bill Rempel a.k.a. NO DooDahs! on 1 months ago
Many of the "hedge funds" that take longer term positions don't trade stocks. Holding
trends on commodity contracts, playing divergences on interest rate futures, etc. They
will hold these positions for looooonnnngggg times assuming the trade is working with
them.
I am sure that many such funds are currently long corn futures, coffee futures, etc.
posted by James Altucher on 1 months ago
JS, many of the activist funds are buy and hold simply because its difficult for them to
be nimble. Once they take a 5% position they file a 13D filing (we track many of those at
this site) and they start getting "active". Pressing for change, waging proxy fights, etc.
They are not really heavy traders in these positions. Some of the funds tracked at this
site include: Pirate, Steel, Chapman, Cannell, Nierenberg, etc. ValueAct, as you mention,
is one of them also.
posted by beanie on 1 months ago
www.beanie11111.blogspot.com
posted by tweakie on 1 months ago
Check out Joel Greenblatt.
posted by JS on 1 months ago
Hello, I'm interested in hedge funds that tend to buy and hold stocks (and don't trade
immediately). In other words, I want their publicly disclosed portfolio to be as "fresh"
as possible. I know one such hedge fund is ValueAct Partners -- can anyone recommend
other funds with similar strategies?
I'm a college student and need this for a term paper I'm researching. Many thanks!
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