Understanding 13Fs
Understanding 13Fs
Aug 14 21:00
Dear mooers,
For individual investors looking to mirror the moves of the market's biggest players, 13Fs are your gateway to the strategies of institutional investment titans. Required by the U.S. Securities and Exchange Commission from firms managing over $100 million, these filings offer a rare glimpse into their portfolios, revealing what stocks they're betting on or offloading.
Imagine having a window into the minds of legendary investors like Bill Ackman and David Tepper—understanding 13Fs can provide just that. By scrutinizing which assets they've embraced or let go, you can discern patterns, strategize accordingly, and potentially enhance your portfolio's performance.
Yet, the question remains: how do these filings impact market movements and investor sentiment? What insights can you, as a personal investor, extract from these documents to inform your trades? Steve "Sarge" Guilfoyle, with his extensive experience as an NYSE floor trader and market commentator, is here to guide you through these complexities.
[Stephen's Full Bio] Stephen "Sarge" Guilfoyle is the founder and President of Sarge986 LLC, a family-run trading operation. An NYSE floor trader for over 30 years, Guilfoyle has served as the Chief Market Economist for Stuart Frankel & Co., the U.S. Economist for Meridian Equity Partners, and as a Vice President in Block Trading and Investment Banking with Credit Suisse over the years. Guilfoyle earned his nickname "Sarge" while serving as an actual sergeant in reserve components of the U.S. Marine Corps and U.S. Army while simultaneously working on Wall Street. He self-identifies as a day trader, long-term investor, and anything. He believes in removing emotion from the decision-making process and trusting the data. Follow Stephen “Sarge” Guilfoyle on the moomoo community for a mix of fundamentals, technical analysis, economic commentary, and trading ideas.![]()
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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102362254 : Question 1: How can regular investors use 13F filings to make smart choices, even though the information might be delayed?
Question 2: How do changes in a hedge fund's 13F filings correlate with broader market sentiment shifts?
Question 3: How can investors differentiate between noise and meaningful signals in 13F filings when evaluating potential investment opportunities?
Laine Ford : have no comment about why I read
puddy1 : Does 13F include short positions or options? If it reports only long positions, how can one have a more complete picture of the market view?
How do institutional investors decide which positions to disclose in their filing? And how do changes in the market (eg interest rates etc) affect the strategies disclosed in the filing?
sGpcGhost : How many days (later) gap can it be for a announcement of 13F filings made?
ctsp : What is 13F?
hmhinv : The following are my questions.
1. How do institutional investors’ 13F filings typically influence market movements and investor sentiment?
2. What are the key indicators or patterns you look for in 13F filings to identify potential investment opportunities or risks?
3. Can you share an example of a successful investment strategy that was informed by analyzing 13F filings?
Wonder : Given fund managers have tendency to file only nearer to the 45days deadline from last day of calendar quarter, how can individual investors mirror the moves esp if the filed trades are short term and market volatility has perhaps enabled the positions to be already closed out.
CX888 : Which platform can retail investor get info about 13F filling? What is the upmost advantage to know 13F filling?
Chororo : I have 3 questions pertaining to the topic:
1. Considering the delayed nature of 13F filings affecting the relevance of data, are there any strategies to mitigate the impact of this delay?
2. What are the limitations/downsides of using 13F filings for investment strategy, and how can investors account for these limitations?
3. How can investors differentiate between long term strategic positions and short term trades based on 13F filings? Are there any specific indicators or patterns that suggest one over the other?
YOHO3318 : What are the key issues in relying on 13F filing in making an investment decision?
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