ValueWalk covered the Q1 13F filers from the top hedge funds and there were a few frequently picked stocks that stood out, and some sells that were ubiquitous in many filers. Before we get into our takeaways, lets take a look at what FactSet is saying. FactSet, which analyzes the quarterly holdings of the 50 largest hedge funds, noted that The Boeing Company (NYSE:BA) has suddenly become very popular, as the stock took $1.6 billion in...
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The latest 13F filing of Renaissance Technologies Llc with the Securities and Exchange Commission (SEC) revealed that the amount of its stockholdings was $41,273,211,000 for the first quarter of the current fiscal year. In the previous quarter, the investment management firm’s portfolio was worth $34,334,285, 588. Renaissance Technologies’ New Stockholdings Renaissance Technologies largest new stock acquisition in the first three months of 2013 include Abbvie Inc (NYSE:ABBV) 2,427,900 shares worth $99,009,759, The Boeing Company...
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Jana Partners LLC bought 16 new stocks and sold out of 17 stocks during the first quarter of the year, according to the firm’s latest 13F filing with the Securities and Exchange Commission. It also increased its stake in 14 stocks and reduced its holdings in 5 others. The filing indicates that the firm’s portfolio was worth $4.8 billion at the end of March. The firm’s top 10 holdings make up 60 percent of...
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Ray Dalio’s Bridgewater Associates filed 13f with SEC today. Here is a breakup of the major portfolio changes in the last quarter—note that the long equity portfolio made public is only worth $10 billion, whereas the actual AUM of Bridgewater exceeds $120 billion. Bridgewater bought CenturyLink, Inc. (NYSE:CTL), General Electric Company (NYSE:GE), Expeditors International of Washington (NASDAQ:EXPD), The Walt Disney Company (NYSE:DIS) and Red Hat Inc (NYSE:RHT) in Q1. Ray Dalio’s Bridgewater Associates Sells DELL, HPQ, VMED Ray Dalio is not waiting for the...
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Post Market News Stocks that were active in U.S. trading on Wednesday were The Procter & Gamble Company (NYSE:PG), The Boeing Company (NYSE:BA), AT&T Inc. (NYSE:T), Yum! Brands Inc. (NYSE:YUM) and Amgen, Inc. (NASDAQ:AMGN). Market Levels U.S.: Dow Jones: 14,676.30 (-0.29%), S&P 500: 1,578.79 (0.00%), Nasdaq: 3,269.65 (+0.01%) World Markets: Shanghai: 2,218.32 (+1.55%), Nikkei 225: 13,843.46 (+2.32%), Hang Seng Index: 22,183.05 (+1.73%), TSEC: 8,023.71 (+1.02%), FTSE 100: 6,431.76 (+0.40%), EURO STOXX 50: 2,702.05 (+1.47%), BSE Sensex: 19,179.36 (+0.05%) Metals: Gold: $1423.70 (+1.06%), Silver: $22.83...
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The Boeing Company (NYSE:BA) announced better than expected first quarter results. Analysts were worried that the battery problems related to its 787 Dreamliner planes could hamper the company’s earnings. Regulators in the U.S and Japan had instructed airlines to temporarily ground the planes. The aerospace giant reported a net profit of $1.11 billion or $1.44 per share, compared to $923 million or $1.22 per share in the first quarter of 2012. This year’s first quarter earnings include...
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Some major companies are due to announce earnings on Wednesday morning, here’s a look at five of the big players, Ashland Inc. (NYSE:ASH), Barrick Gold Corporation (NYSE:ABX), The Boeing Company (NYSE:BA), Canadian Pacific Railway Limited (NYSE:CP) (TSE:CP), and Corning Incorporated (NYSE:GLW). Ashland Inc. (NYSE:ASH): Before the market opens on Wednesday April 24, Ashland will announce its earnings for the first three months of 2013. Analysts are expecting the company to show earnings of $1.55...
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The Boeing Company (NYSE:BA) said today that it will start modifying the battery of its Boeing 787 Dreamliner after the United States Federal Aviation Administration (FAA) approved the installation of its proposed battery system improvements, which will lead to the resumption of its service and new production deliveries. The company already deployed teams of engineers and technicians to various locations worldwide to begin the installation of improved battery systems on Boeing 787 airplanes. According...
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The Boeing Company (NYSE:BA)’s stock rose early Friday morning as investors sense that the problems related to the battery for its Dreamliner aircraft seem to be close to over. The stock initially jumped 2 percent this morning as regulators worked toward finalizing a decision in regards to the battery problems. Boeing’s Dreamliner aircraft have been grounded for months, costing The Boeing Company (NYSE:BA). Last month the aircraft completed its first test flight after the...
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The Boeing Company (NYSE:BA) 787 Dreamliner completed its first test flight after all the flights were grounded in January due to trouble with the battery. The Dreamliner was carrying a redesigned battery system. The root, which the plane covered in its short flight of 2 hours, was from Washington, along the pacific coast and landed at Paine Field. According to Boeing, the flight went “according to plan.” On January 16, the Federal Aviation Administration...
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Today Ryanair ordered 175 Boeing 737 jets, which are valued at $15.6bn in list price. Ryanair Holdings plc (ADR) (NASDAQ:RYAAY) (LON:RYA) expects to receive the first airplane at the end of 2014. Ryanair is currently a Boeing aircraft operator and operates 305 737-800 aircraft. The last time Ryanair placed a significant aircraft order was in February 2005 for 140 Boeing 737 aircraft (70 firm and 70 options). According to the airline, it will be paying...
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