At Holdings Channel, we now have reviewed the newest batch of the 27 most up-to-date 13F filings for the 12/31/2024 reporting interval, and seen that iShares Belief – iShares MSCI EAFE ETF (Image: EFA) was held by 14 of those funds. When hedge fund managers look like considering alike, we discover it’s a good suggestion to take a better look.
Earlier than we proceed, it is very important level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their lengthy positions with the SEC, however are usually not required to reveal their brief positions. A fund making a bearish guess towards a inventory by shorting calls, for instance, may additionally be lengthy some quantity of inventory as they commerce round their general bearish place. This lengthy part might present up in a 13F submitting and everybody would possibly assume the fund is bullish, however this tells solely a part of the story as a result of the bearish/brief facet of the place isn’t seen.
Having provided that caveat, we imagine that taking a look at teams of 13F filings could be revealing, particularly when evaluating one holding interval to a different. Beneath, let’s check out the change in EFA positions, for this newest batch of 13F filers:
| Fund | New Place? | Change In Share Rely | Change In Market Worth ($ in 1000’s) |
|---|---|---|---|
| FDx Advisors Inc. | Present | –407 | –$172 |
| Bray Capital Advisors | Present | –800 | –$608 |
| RPS Advisory Solutions LLC | Present | –23,099 | –$1,993 |
| Capital Advisory Group Advisory Services LLC | Present | –1,620 | –$164 |
| Allianz Asset Management GmbH | Present | +4,363,904 | +$388,119 |
| WP Advisors LLC | Present | +63 | –$31 |
| Cordatus Wealth Management LLC | NEW | +17,912 | +$1,354 |
| Centricity Wealth Management LLC | NEW | +51,264 | +$3,876 |
| Bank of Stockton | Present | –3,139 | –$290 |
| Lane & Associates LLC | Present | +1,480 | –$59 |
| Transcend Capital Advisors LLC | Present | +2,672 | –$16 |
| Bradley Foster & Sargent Inc. CT | Present | –1,061 | –$492 |
| Compass Planning Associates Inc | NEW | +11,118 | +$841 |
| Ashford Advisors LLC | Present | –62 | –$297 |
| Mixture Change: | +4,418,225 | +$390,068 | |
When it comes to shares owned, we rely 4 of the above funds having elevated present EFA positions from 09/30/2024 to 12/31/2024, with 7 having decreased their positions and three new positions. Price noting is that Nicholson Wealth Management Group LLC, included on this latest batch of 13F filers, exited EFA frequent inventory as of 12/31/2024.
Wanting past these explicit funds on this one batch of most up-to-date filers, we tallied up the EFA share rely within the combination amongst all of the funds which held EFA on the 12/31/2024 reporting interval (out of the two,776 we checked out in complete). We then in contrast that quantity to the sum complete of EFA shares those self same funds held again on the 09/30/2024 interval, to see how the mixture share rely held by hedge funds has moved for EFA. We discovered that between these two intervals, funds elevated their holdings by 163,907 shares within the combination, from 50,320,255 as much as 50,484,162 for a share rely enhance of roughly 0.33%. The general high three funds holding EFA on 12/31/2024 had been:
We’ll preserve following the latest 13F filings by hedge fund managers and produce you fascinating tales derived from a take a look at the mixture info throughout teams of managers between submitting intervals. Whereas taking a look at particular person 13F filings can generally be deceptive because of the long-only nature of the knowledge, the sum complete throughout teams of funds from one reporting interval to a different could be a lot extra revealing and related, offering fascinating inventory concepts that benefit additional analysis, like iShares Belief – iShares MSCI EAFE ETF (Image: EFA).
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The views and opinions expressed herein are the views and opinions of the writer and don’t essentially replicate these of Nasdaq, Inc.
