13F season

Investment firm Baillie Gifford lowered exposure in Tesla Inc (NASDAQ: TSLA), Alibaba Group Holding (NYSE: BABA) and Nio Inc (NYSE: NIO) in the third quarter and snapped up shares in vaccine maker Moderna Inc (NASDAQ: MRNA) and Ginkgo Bioworks Holdings (NYSE: DNA) instead, regulatory filings reveal...

Private equity giant Blackstone Inc (NYSE: BX) exercised some put options in Tesla Inc (NASDAQ: TSLA) and revealed fresh stakes in Didi Global Inc (NYSE: DIDI) and Oatly Group (NASDAQ: OTLY), besides significantly lowering exposure in PaySafe Ltd (NYSE: PSFE) in the second quarter, regulatory...

California Public Employees’ Retirement System sharply raised its exposure in retail giant Walmart Inc (NYSE: WMT) and adjusted positions in Tesla Inc (NASDAQ: TSLA) and the so-called FAANG stocks in the second quarter, regulatory filings showed. The Trades: The largest U.S. pension fund...

Elliott Investment Management sold Tesla Inc (NASDAQ: TSLA) convertible notes worth $620 million, bought more than $240 million in Twitter Inc (NYSE: TWTR) and exited Facebook Inc (NASDAQ: FB) during the second quarter, regulatory filings revealed on Tuesday. The Trades: The New York-...

Warren Buffett-led Berkshire Hathaway Inc (NYSE: BRK-A) (NYSE: BRK-B) sharply lowered its exposure in General Motors Co (NYSE: GM), Merck & Co Inc (NYSE: MRK), AbbVie Inc (NYSE: ABBV), Bristol-Myers Squibb Co (NYSE: BMY) and added positions in Kroger Inc (NYSE: KR) and Aon Plc (NYSE: AON), in...

Ontario Teachers’ Pension Plan has significantly raised its exposure in Netflix Inc (NASDAQ: NFLX), Microsoft Corp (NASDAQ: MSFT) and Walt Disney Co (NYSE: DIS), regulatory filings revealed on Friday. What Happened: The largest Canadian investment management firm with $221.2 billion in...

What is a form 13F and who needs to file them? Form 13F is shorthand for the quarterly report filed, per SEC regulations, by "institutional investment managers" to the SEC and containing all equity assets under management of at least $100 million in value. This covers institutional money...

The most notable investors in the world are legally required to disclose their funds' most recent holdings. If you're an investor or trader who likes to follow the "smart money" -- sometimes referred to as "whale watching" -- the SEC's requirement for the public...

Institutional investment firms with more than $100 million in assets under management and relevant long stakes in U.S. listed equities are required to disclose their long positions with the SEC once per quarter via 13F filings. Filings for the first quarter of 2016 are due this Friday and, while...

Marketfy Maven Tim Melvin recently discussed community bank stocks, particularly those with interest from activist investors. Some activists like Joseph Stilwell, Lawrence Seidman and PL Capital are known to "take steps to increase shareholder value, or just sell [small banks] outright,...