13-F Consolidated Analysis
It’s the time of the year when 13-F filings are out. So I spent some time analyzing how the “smart money” has allocated capital .
Like I do every quarter, I analyzed the data from 90+ fund managers and have some interesting observations to share.
What is Form 13F?
Form 13F is filed quarterly by managers with >$100M in qualifying securities.
What does it include?
- U.S.-listed equities
- Certain equity options
- Certain convertible bonds
- ETFs
- ADRs
What it does not include?
- International stocks
- Bonds (mostly)
- Derivatives (most)
- Futures
- Commodities
- Private funds
- Cash
- Forex
- Many hedge fund positions
Analyze
Themes Explored
- Allocation to Chip Companies
- Allocation to E-Commerce Companies
- Allocation to Advertising Technology Companies
- Allocation to Retail Investor Favorite Companies
- Allocation to Fintech Companies
- Allocation to EV Companies
- Allocation to Chinese Companies
- Allocation to Energy Companies
- Allocation to Cyber Security Companies