Million-dollar filings: A Deeper look into Star Institutions
Every quarter, the SEC releases Form 13F filed by Institutional Investment Managers to protect the unequal status of retail investors.The Q2 13F filings give us a quarterly opportunity to observe what star institutions are doing, getting a chance to have a deeper look at the latest market trends and find valuable trade ideas.
WhaleIndex 100 tracks the 100 most commonly held stocks disclosed on 13F filings. This strategy has a long-term better performance against S&P 500, with a total return of 250.4% in 5 years.
Berkshire Hathaway
According to the 13F filing in Q2, Berkshire’s US$293 billion portfolio consists of 44 companies, with Apple accounting for over 41% and the top 5 holdings accounting for over 76% of the total portfolio.
The top five holdings are $Apple (AAPL.US)$ , $Bank of America (BAC.US)$ , $American Express (AXP.US)$ , $Coca-Cola (KO.US)$ , $The Kraft Heinz (KHC.US)$ .
The top five holdings are $Apple (AAPL.US)$ , $Bank of America (BAC.US)$ , $American Express (AXP.US)$ , $Coca-Cola (KO.US)$ , $The Kraft Heinz (KHC.US)$ .
In addition, as listed in Buffett's 2020 annual letter to shareholders, $BYD COMPANY (01211.HK)$ (China's EV & Battery maker with a US$ 95 billion market cap.) is included in Berkshire's portfolio.
You can click "Summary" under the stock's "Detailed Quotes" page for more details.
You can click "Summary" under the stock's "Detailed Quotes" page for more details.
Source: the moomoo App
Temasek
In Q2, Temasek's top 5 holdings are $Blackrock (BLK.US)$ , $PayPal (PYPL.US)$ , $Alibaba (BABA.US)$ , $Visa (V.US)$ , and $Lumen Technologies (LUMN.US)$ .
Temasek Holdings adds new stakes in Airbnb (ABNB), DiDi Global (DIDI), New Oriental Education & Technology (EDU), and Flywire (FLYW) to its US$343 billion portfolios, increased 35% from Q1. While the top sells include Alibaba (BABA), ContextLogic (WISH), Cheniere Energy (LNG), China Biologic (CBPO), and SPDR S&P Financial ETF (XLF).
Goldman Sachs
According to the 13F file in Q2, Goldman Sachs buys 5.87 million shares of Alibaba, becoming the 5th top holding for its portfolio. Goldman Sachs also increases the proportion of tech stakes such as Apple, Facebook, and Tesla, making its top 5 holdings become $SPDR S&P 500 ETF (SPY.US)$ , $Apple (AAPL.US)$ , $Microsoft (MSFT.US)$ , $iShares Russell 2000 ETF (IWM.US)$ , and $Alibaba (BABA.US)$ .
It is worth noting that unlike Goldman Sachs, BlackRock sells 74 million shares of Alibaba in Q2.
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Do you think it's worth to watch what great investors are doing? Should people just fast-follow or turn a blind eye? Which investors/ mooers/ Youtubers are you following?
Do you think it's worth to watch what great investors are doing? Should people just fast-follow or turn a blind eye? Which investors/ mooers/ Youtubers are you following?
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kekls : many still hold cash
steady Pom pipi : Just pick a few
Aloner : i would say that it is persuasive but should not be binding. At the end of the day, we all still need to do our homework i.e. check fundamentals, develop a thesis for the stock, determine price vs value, check for whether management aligns with shareholder. 13F is useful to garner ideas but its old data and these big boys might have way different investment thesis and a much longer runaway to stomach downside. They also have much more money and have to be diversified. In summary, 13F is good but should not be followed blindly, if everyone just copied 13F buys then everyone should have been rich long ago....
Amazing JS Aloner : New user here. Although I do not know who is 13F & how good he/she is, personally I think our own due diligence is important.
Aloner Amazing JS : yep indeed, need to do your homework. FYI 13F are mandatory disclosures by investment funds regarding their stock portfolio movements
Ermmmmm : My user name is Ermmmm![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Jack1212 : I think the rules of thumb is to follow the flow of the liquidity/$$. Too bad 13F is historical data. It can however provide a guidance on the flow.
Use it wisely!!
Sunny Sunshine : Just use it as a reference. Currently, the information gap is gradually narrowing, provided that retail investors have the energy to invest in research. Large investment banks have human and material resources to better track and study targets, and their information has high reference value. However, there is a difference between the purpose and behavior of large institutions and individual investments. Personal investment is more about controlling one's own risk, and not losing money is a much more stable and stable holding experience than high ups and downs, so you can sleep well.
Johannpee : Institutions' majority portfolio are in large cap stocks. Yes, these stocks inch and creep slowly but surely it moves upwards 9/12 months or more. And usually, institutions have a small % allocated to that "differential" stock![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
, the one that has shown grown, huge potential, might yet to be profitable with less than 2-3 years of performance. Looking at their investment portfolio and past record, I reckon its a safer, better strategy to adopt. Afterall, the trade off between risk and returns is your time in the market. Good luck! ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
mrtruelove : We can take a look on great investors portfolio as references but do not just fast-follow as what he/she invested might not suit us. We still need to do our own homework before any investment and not treat it as gambling. Btw, I’m following YouTuber “Chicken Genius Singapore”.
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