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New research shows the biggest crypto buyers are back. And this time? They could hold for the possibility that Bitcoin will surpass $100,000 in 2024. You don’t want to miss the next massive crypto bull run like we saw in 2020 and 2021. To know exactly what’s going on and what to buy… Get Access To Benzinga’s Best Crypto Research and Investments For Only $1.
The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.
Takeaways From 13F Season
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Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. Each quarter, WhaleWisdom tracks the stocks that were most bought and sold during the quarter, so here are some of the most popular stocks in the fourth quarter.
- Walt Disney Co (NYSE:DIS) was the hottest stock in the quarter, with 12 funds increasing their stakes and six funds selling.
- Paypal Holdings Inc (NASDAQ:PYPL) was another top stock pick among fund managers, with the number of buyers outnumbering the number of sellers four-to-one.
- Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) was the most popular FANG stock in the quarter, but David Tepper was among the Alphabet sellers.
- Several fund managers made major adjustments to their ETF positions, including Tepper selling the XOP ETF. Smith and Buffett bought the SPY, while Soros sold it.
- Tech stocks remained popular among fund managers, but they were mostly selling Facebook, Inc. (NASDAQ:FB) in the fourth quarter.
Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.
David Einhorn’s Greenlight Capital
Notable Q4 Buys/Increases:
- DXC Technology Co (NYSE:DXC)
- Chemours Co (NYSE:CC)
Notable Q4 Sells/Reductions:
- Altice USA Inc (NYSE:ATUS)
- The Medicines Company (NASDAQ:MDCO)
- Dillard's, Inc. (NYSE:DDS)
- Voya Financial Inc (NYSE:VOYA)
- Tempur Sealy International Inc (NYSE:TPX)
- AerCap Holdings N.V. (NYSE:AER)
- Alibaba Group Holding Ltd - ADR (NYSE:BABA)
- Micron Technology, Inc. (NASDAQ:MU)
- Amazon.com, Inc. (NASDAQ:AMZN)
- Intelsat SA (NYSE:I)
- SPDR S&P Oil & Gas Explore & Prod. (NYSE:XOP)
- Boeing Co (NYSE:BA)
- PG&E Corporation (NYSE:PCG)
- Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL)
- DuPont de Nemours, Inc. (NYSE:DD)
- Energy Transfer LP (NYSE:ET)
- Ferro Corporation (NYSE:FOE)
- Workday Inc (NASDAQ:WDAY)
- Amazon.com, Inc. (NASDAQ:AMZN)
- CHIMERA INVT CO (NYSE:CIM)
- Marathon Petroleum Corp (NYSE:MPC)
- Wright Medical Group NV (NASDAQ:WMGI)
- Callaway Golf Co (NYSE:ELY)
- Bloomin' Brands Inc (NASDAQ:BLMN)
- Axalta Coating Systems Ltd (NYSE:AXTA)
- Zimmer Biomet Holdings Inc (NYSE:ZBH)
-
Jeff Smith’s Starboard Value
- NortonLifeLock Inc (NASDAQ:NLOK)
- Medtronic PLC (NYSE:MDT)
- eBay Inc (NASDAQ:EBAY)
- Aecom (NYSE:ACM)
- Cerner Corporation (NASDAQ:CERN)
- RPM International Inc. (NYSE:RPM)
- iShares Russell 2000 Value Index (NYSE:IWN)
- MGM Resorts International (NYSE:MGM)
- iShares Russell Midcap Index Fund (NYSE:IWR)
- Kroger Co (NYSE:KR)
- Biogen Inc (NASDAQ:BIIB)
- SPDR S&P 500 ETF Trust (NYSE:SPY)
- VANGUARD IX FUN/S&P 500 ETF SHS NEW (NYSE:VOO)
- General Motors Company (NYSE:GM)
- Wells Fargo & Co (NYSE:WFC)
- Goldman Sachs Group Inc (NYSE:GS)
- Apple Inc. (NASDAQ:AAPL)
- Tiffany & Co. (NYSE:TIF)
- Campbell Soup Company (NYSE:CPB)
- Boeing Co (NYSE:BA)
- Peloton Interactive Inc (NASDAQ:PTON)
- Financial Select Sector SPDR Fund (NYSE:XLF)
- SPDR S&P 500 ETF Trust (NYSE:SPY)
- Icahn Enterprises LP Common Stock (NASDAQ:IEP)
- Hertz Global Holdings Inc (NYSE:HTZ)
- Freeport-McMoRan Inc (NYSE:FCX)
-
Bill Ackman’s Pershing Square Capital
- Howard Hughes Corp (NYSE:HHC)
- Agilent Technologies Inc (NYSE:A)
- Starbucks Corporation (NASDAQ:SBUX)
- ViacomCBS Inc (NASDAQ:VIAC)
- Pretium Resources Inc (NYSE:PVG)
- Tech Data Corp (NASDAQ:TECD)
- Tiffany & Co. (NYSE:TIF)
- Sprint Corp (NYSE:S)
- United Technologies Corporation (NYSE:UTX)
- LYFT Inc (NASDAQ:LYFT)
- PG&E Corporation (NYSE:PCG)
David Tepper’s Appaloosa Management
Notable Q4 Buys/Increases:
Notable Q4 Sells/Reductions:
Leon Cooperman’s Omega Advisors
Notable Q4 Buys/Increases:
Notable Q4 Sells/Decreases:
Twin River Worldwide Holdings Inc (NYSE:TRWH)Barry Rosenstein’s Jana Partners
Notable Q4 Buys/Increases:
Notable Q4 Sells/Reductions:
Notable Q4 Buys/Increases:
SPDR S&P 500 ETF Trust (NYSE:SPY)Notable Q4 Sells/Reductions:
Perrigo Company PLC (NYSE:PRGO)Warren Buffett’s Berkshire Hathaway
Notable Q4 Buys/Increases:
Notable Q4 Sells/Reductions:
George Soros’ Soros Fund Management
Notable Q4 Buys/Increases:
Activision Blizzard, Inc. (NASDAQ:ATVI)Notable Q4 Sells/Reductions:
eBay Inc (NASDAQ:EBAY)Carl Icahn’s Icahn Capital
Notable Q4 Buys/Increases:
Notable Q4 Sells/Reductions:
Occidental Petroleum Corporation (NYSE:OXY)Notable Q4 Buys/Increases:
Notable Q4 Sells/Reductions:
John Paulson’s Paulson & Co.
Notable Q4 Buys/Increases:
Notable Q4 Sells/Decreases:
Related Links:
Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Crypto Whales Are Loading Up — Are You?
New research shows the biggest crypto buyers are back. And this time? They could hold for the possibility that Bitcoin will surpass $100,000 in 2024. You don’t want to miss the next massive crypto bull run like we saw in 2020 and 2021. To know exactly what’s going on and what to buy… Get Access To Benzinga’s Best Crypto Research and Investments For Only $1.