Below is some of the latest from Goldman’s hedge fund monitor for Q413 (hot off the press). Although there are different ways to measure it, it appears that General Motors Company (NYSE:GM) is now the favorite stock among hedge funds, overtaking GOOG or AIG. Below is a summary from the Goldman hedge fund monitor followed by two charts which focus on the top holdings. We will have more coverage on other aspects of the report on Friday.
David Kostin of Goldman Sachs
This Hedge Fund Trend Monitor analyzes 778 hedge funds with $1.8 trillion of gross equity positions ($1.2 trillion long and $570 billion short). Our analysis of hedge fund positions at the start of 1Q 2014 is based on 13-F filings as of February 14, 2014. We list 9 conclusions below.
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