At Holdings Channel, now we have reviewed the most recent batch of the 20 most up-to-date 13F filings for the 12/31/2024 reporting interval, and seen that Vanguard Index Funds Mid-Cap Worth Index VIPER Shs (Image: VBR) was held by 9 of those funds. When hedge fund managers seem like considering 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 will not be required to reveal their quick positions. A fund making a bearish guess in opposition to a inventory by shorting calls, for instance, may also 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/quick aspect of the place shouldn’t be 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. Under, let’s check out the change in VBR positions, for this newest batch of 13F filers:
By way of shares owned, we rely 6 of the above funds having elevated present VBR positions from 09/30/2024 to 12/31/2024, with 1 having decreased their place and 1 new place.
Wanting past these specific funds on this one batch of most up-to-date filers, we tallied up the VBR share rely within the combination amongst all of the funds which held VBR on the 12/31/2024 reporting interval (out of the three,463 we checked out in complete). We then in contrast that quantity to the sum complete of VBR shares those self same funds held again on the 09/30/2024 interval, to see how the combination share rely held by hedge funds has moved for VBR. We discovered that between these two intervals, funds elevated their holdings by 1,053,543 shares within the combination, from 21,349,893 as much as 22,403,436 for a share rely enhance of roughly 4.93%. The general high three funds holding VBR on 12/31/2024 have been:
We’ll hold following the latest 13F filings by hedge fund managers and convey you attention-grabbing tales derived from a have a look at the combination 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 data, the sum complete throughout teams of funds from one reporting interval to a different is usually a lot extra revealing and related, offering attention-grabbing inventory concepts that advantage additional analysis, like Vanguard Index Funds Mid-Cap Worth Index VIPER Shs (Image: VBR).
10 S&P 500 Components Hedge Funds Are Buying »
Additionally see:
Top Ten Hedge Funds Holding CALC
Funds Holding LSST
LOCK Historical Stock Prices
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
