Fund Activity Q3 Fund Activity Fund Activity Q2 2019 Top 20 Money Managers Riverstone Holdings Cuts LIBERTY OILFIELD SVCS INC By 17% Causeway Capital Buys General Electric in the Second Quarter, than Sells in the Third SoMa Equity Partners Doubles Dropbox, Sells Uber. Almost Quadruples AUM in 2 Years Pentwater Capital Makes a Nice Play on CELGENE This Year Valiant Capital Appears to Convert Pinterest 20x Voting Class B Shares Into Class A Shares Massive Hedge Fund, Eagle Capital Management, Increases General Electric by 52% in the 3rd Quarter Hillhouse Capital Management as Bullish on China as they Come. AUM $7,274,243,000, Up 132% in the 3rd Quarter Michael Dell, Owner of Dell Computers, Increases His Investment in ZIOPHARM Jericho Capital Increases Crowdstrike By 155% in the 3rd Quarter International Value Advisers Trims Most of their Holdings, But Goes Big On Gold Bill & Melinda Gates Foundation Trust Rebuys 7.8 Million Shares of Berkshire After Selling 5 Million in the 2nd Quarter PSquared Asset Management AG Calls Appears To Predict Two Mergers in a Row; Makes a Great Play On ALLERGAN Sand Grove Capital Exhibits Tremendous Foresight With Regard to Celgene This Year. Newport Trust Takes a Small Position in KRAFT HEINZ CO, Their Largest Reported Position to Date Levin Easterly Partners Cuts JPM By 54%, But Adds Morgan Stanley, Investing $125 Million Into The Company. Also Makes Several Other Notable Changes Stephen Feinberg Dumps 1 Million Shares of Anterix Inc. in the 3rd Quarter Fir Tree Capital Takes a New Position in Amplify Energy Corp Scopia Capital Management LP Makes a Beautiful Play On Vistra Energy; Sells 40% in the 3rd Quarter Slate Path Cuts Snapchat and Barrick Gold; Increases New York Times Alpine Global Management Allocates 40% of their Portfolio To Las Vegas Sands and Square Inc in the 3rd Quarter Light Street Capital Increases Lyft By 77% Bridgewater Cuts Their Asia Holdings Again In The 3rd Quarter Intelsat 3rd Quarter Fund Activity PG&E CORP 3rd Quarter Fund Activity Bane Capital Stocks and Funds Abdiel Capital Advisors Reduces Two of Their Top Positions, Adds Smartsheet Insight Holdings Smartsheet Ownership Pattern Health Care Fund,Ra Capital Management, LLC Increases ZOGENIX INC By 56% Baupost Group’s PG&E Buying Pattern Ruane, Cunniff & Goldfarb Reduces Several Positions, AUM Down 24% Mangrove Partners Goes Big On Energy This Year Billionaire Asian Investor Chen Tianqiao Reports $320,831,000 Investment In Lending Club Through Investment Fund Shanda Asset Management Longview Partners (Guernsey) Ltd Completely Liquidates Dollar General and IQVIA This Year Crestview Partners – 36% Owner of WOW – Tries Gambling With Oil Small Cap; Panics Blackrock Clients Booked $350 Billion In Profits So Far This Year Partners Group Holding AG Goes Big On Clarivate Analytics PLC Dragoneer Investment Group Increases Greensky By 58%, Misses on Yandex Independent Franchise Partners LLP Invests $500 Million Into Western Union Egerton Capital Sells Facebook In Q2 2018, Re-enters Q2 2019 Third Points Buying Pattern For Baxter Magellan Asset Management Ltd Increases Their Stake In Utility Companies Opaque $36 Billion Trust, Newport Trust Co., Reports 80% Ownership In Parsons Lone Pine Capital LLC Makes Some New Additions Appaloosa LP MU Buying Pattern Appaloosa LP’s PG&E CORP Buying Pattern Anchorage Capital Seems To Add PG&E CORP At The Right Time. Newtyn Management, LLC Makes An Absolutely Horrific Play On PG&E CORP Starting Q4 2017 Bares Capital Management, Inc. Invest $200 Million Into Square Inc Abrams Capital Management, L.P. Went Big On PG&E CORP This Year. William Marsh Rice University Increases BLACK STONE MINERALS LP By 73% Edmond de Rothschild Holding S.A. Buying Pattern For A.I.G Contrarius Investment Management Ltd Makes An Nice Play On Barrick Gold Corp In Q2 Banque Pictet & Cie SA Adds MODERNA INC Miscellaneous Tech Funds Senator Investment Group LP Takes Several New Positions, Adds New Talent Interesting Fund To Keep An Eye On: Ursa Fund Management, LLC Gold Focused Fund Van Eck Associates Corp Increases Newmont Gold Corp By 33% 28 Year Old Former Analyst At Third Point Allocates 75% Of His $800 Billion Portfolio To The Obvious: Google, Amazon, and Microsoft Impala Asset Management LLC Makes A Nice Call On General Dynamics Belvedere Trading LLC Goes Bullish In Q4 2018, Sells Q1, Then Re-enters In Q2 Bill & Melinda Gates Foundation Trust Sells 10% of Berkshire Hathaway Majedie Asset Management Ltd Reduces Gold Holdings In Q2, Looking To Be a Bad Call Pharmaceutical Funds Venture China Funds Contrarius Investment Management’s Buying Pattern For Macy’s Crawford Lake Capital Management, LLC Makes Some Great Calls, Doubles AUM This Year Windacre Partnership LLC Makes a Nice Play On War/Aviation General Atlantic Buys A Penny Stock, One Month Later It Is Up 150%!! Slate Path Capital LP Made A Nice Play On Snap This Year. Hedge Funds Concentrated In The Oil Sector Warburg Pincus Reduces Energy Holdings, Almost Completely Liquidates Avalara Accel X Associates L.L.C. Dumps Half Of Their Position In Dropbox https://interactiveswingtrading.com/2019/08/17/toronto-dominion-bank-allocates-29-71-of-their-120377060490-portfolio-to-call-options-in-spdr-gold-trust Bridgewater Significantly Reduces Several Of Their Overseas Holdings Knighthead Capital Management, LLC Increases AUM By 317% After Buying PG&E Corporation In Q1 Small Cap Pharmaceutical Fund Sabby Management Files Q2 13-F Coatue Management LLC Files 13-F, Adds Several New Positions FMR Increases Position In Sinclair Broadcast Group Saudi Fund Invests $3.3 Billion Into Uber BNP Paribas Arbitrage, SA Still Bullish, Goes Big On Biotech ARK Investment Management Increases Their Holdings By $468 707 000 Fidelity Investments Reports 46% Reduction To DFRG Position, Armistice Aggressively Does The Opposite Share this:TwitterFacebookLike this:Like Loading...
