At Holdings Channel, we have now reviewed the most recent batch of the 20 most up-to-date 13F filings for the 09/30/2024 reporting interval, and observed that Microsoft Company (Image: MSFT) was held by 13 of those funds. When hedge fund managers look like pondering alike, we discover it’s a good suggestion to take a more in-depth 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 usually are not required to reveal their quick positions. A fund making a bearish guess towards a inventory by shorting calls, for instance, may also be lengthy some quantity of inventory as they commerce round their total bearish place. This lengthy element might present up in a 13F submitting and everybody may assume the fund is bullish, however this tells solely a part of the story as a result of the bearish/quick facet of the place just isn’t seen.
Having provided that caveat, we consider that teams of 13F filings might be revealing, particularly when evaluating one holding interval to a different. Beneath, let’s check out the change in MSFT positions, for this newest batch of 13F filers:
| Fund | New Place? | Change In Share Depend | Change In Market Worth ($ in 1000’s) |
|---|---|---|---|
| Marotta Asset Management | Present | –265 | –$250 |
| LifePlan Financial LLC | Present | +100 | –$41 |
| MRA Advisory Group | Present | –890 | –$669 |
| GuoLine Advisory Pte Ltd | Present | UNCH | –$4,011 |
| Franchise Capital Ltd | Present | –23,469 | –$10,684 |
| Red Spruce Capital LLC | Present | –497 | –$450 |
| Handelsbanken Fonder AB | Present | +41,589 | –$37,210 |
| Orser Capital Management LLC | Present | –70 | –$256 |
| First International Bank & Trust | Present | +21 | –$105 |
| waypoint wealth counsel | Present | +696 | +$47 |
| Chemung Canal Trust Co. | Present | –3,923 | –$2,726 |
| Waycross Investment Management Co | Present | –609 | –$388 |
| Wright Investors Service Inc. | Present | –3,169 | –$2,259 |
| Combination Change: | +9,514 | –$59,002 | |
By way of shares owned, we rely 4 of the above funds having elevated current MSFT positions from 06/30/2024 to 09/30/2024, with 8 having decreased their positions.
Trying past these explicit funds on this one batch of most up-to-date filers, we tallied up the MSFT share rely within the mixture amongst all of the funds which held MSFT on the 09/30/2024 reporting interval (out of the 87 we checked out in whole). We then in contrast that quantity to the sum whole of MSFT shares those self same funds held again on the 06/30/2024 interval, to see how the mixture share rely held by hedge funds has moved for MSFT. We discovered that between these two intervals, funds elevated their holdings by 77,066 shares within the mixture, from 8,405,229 as much as 8,482,295 for a share rely enhance of roughly 0.92%. The general prime three funds holding MSFT on 09/30/2024 had been:
We’ll preserve following the latest 13F filings by hedge fund managers and produce you fascinating tales derived from a have a look at the mixture info throughout teams of managers between submitting intervals. Whereas particular person 13F filings can generally be deceptive because of the long-only nature of the knowledge, the sum whole throughout teams of funds from one reporting interval to a different is usually a lot extra revealing and related, offering fascinating inventory concepts that benefit additional analysis, like Microsoft Company (Image: MSFT).
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The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
