13-F Summary: Who Bought And Sold What In The Third Quarter

Normally 13Fs are among the most useless pieces of actionable information for investors, because not do they encourage imitation instead of original thought – and why imitate an industry that has failed to outperform the market for 8 years in a row – but they also reveal a portfolio snapshot in time that was a month and a half ago, a fact which the savviest investors put to good use to sell into the copycat retail bid, but also exclude the entire short book of a given hedge fund.

This time around, the just released torrent of 13Fs is especially worthless as they fail to account for the October market collapse which sent stock tumbling the most in 7 years and forced countless fund managers to drastically reorganize their portfolio (assuming they haven’t been redeemed to death).

Still, one can sometimes find glimmers of relevant information or at least patterns of activity across the hedge fund universe when comparing and contrasting what hedge funds did at the end of last quarter. The first thing to note is that former hedge fund darlings, Facebook and NXP Semiconductors, two stocks which were among the top 10 most widely held hedge fund stocks as recently as March 31, were among the biggest losers from the Q3 13F parade.

Separately, as we reported earlier, banks were among the winners after a big bet from Warren Buffett, who not only bought new stakes in JPM and PNC, but also became the largest shareholder in Bank of America, Bank of New York, Wells Fargo and US Bancorp while adding to its Goldman position. Buffett also sold out of Walmart and Sanofi in the quarter.

But back to Facebook which in the same quarter as its historic Q2 earnings fiasco, in which the company lost over $100 billion in market cap in the manner of minutes, a procession of hedge funds including Third Point, Jana and Sachem Head sold off their positions in the social network in Q3, while David Tepper, Stanley Druckenmiller’s family office, and Philippe Laffont’s Coatue Management reduced their stakes according to Bloomberg. Third Point, Jericho, Magnetar and Moore Capital were among funds that exited their stakes in NXP Semiconductors after its deal with Qualcomm was terminated.

And while AAPL earlier today entered a bear market from its all time highs just over a month ago, losing over $200 billion in market cap in the process, some funds added new Apple stakes in the quarter including Tiger Global, Appaloosa and Columbus Circle, while Renaissance Technologies exited its position.

Elsewhere:

  • A bunch of hedge funds boosted stakes in Alibaba, including Lone Pine, Viking Global and Tiger Global.
  • With GE imploding in recent weeks, investors have been curious who is selling (and/or buying), and here one of the biggest moves was by Viking. It almost doubled the number of shares it owned in the third quarter as the industrial conglomerate’s shares sunk.
  • Looking at energy holdings, PointState Capital, a hedge fund firm run by Druckenmiller’s acolytes, reported a healthy dose of shares in the sector including Marathon Petroleum and Cheniere Energy. Given the recent crash in oil prices, they can’t be too happy with their decisions today.
  • Another unhappy camper is Rob Citrone of Discovery Capital, who also added to energy in the quarter. Its biggest new buy was Encana… which has plunged 40% since the end of the third quarter.
  • David Tepper’s Appaloosa decreased its exposure to U.S. stocks. He pared holdings of 27 companies, and sold out of 14.

Finally, courtesy of Bloomberg, here are the biggest changes in the holdings of some of the marquee money managers as of Sept. 30:

ADAGE CAPITAL PARTNERS GP

  • Top new buys: ETR, TXT, CXO, EGN, WAB, LIN, GNTX, BLD, SRE, RTN
  • Top exits: SHW, NOC, RS, MPC, JAZZ, NGG, RXN, PCAR, ZAYO, TFX
  • Boosted stakes in: SHPG, AA, COL, WMT, WM, BURL, CNP, AAL, ESRX, TIF
  • Cut stakes in: DLTR, WFC, LMT, EVRG, GE, EMR, MMM, FB, AAP, HII

ANCORA ADVISORS

  • Top new buys: CFG, UIS, MGM, VRA
  • Top exits: SPSC
  • Boosted stakes in: HSIC, AAPL
  • Cut stakes in: MATW, ACCO, VREX, VOYA

APPALOOSA MANAGEMENT

  • Top new buys: STT, WMB, AAPL
  • Top exits: WFC, ALLY, UBS, KEY, WDC, SYMC, CFG, KNX, UAL, EDU
  • Boosted stakes in: PCG, COOP, NRG, VST, BYD, SUM
  • Cut stakes in: MU, FB, BABA, AGN, GOOG, BAC, TMO, LRCX, TMUS, BSX

BALYASNY ASSET MANAGEMENT

  • Top new buys: EFX, C, APC, USB, GD, ABT, QQQ, MS, CHTR, FEYE
  • Top exits: ETFC, BIDU, DUK, FB, XOM, AEE, GM, MA, ERJ, PYPL
  • Boosted stakes in: DIS, CNP, NFLX, SRE, V, IR, TSN, COP, CAT, ETR
  • Cut stakes in: CMA, STI, DLTR, ADS, SBUX, IP, EVRG, BA, WFC, ALL

BAUPOST GROUP

  • Top new buys: YPF, UNVR
  • Top exits: T
  • Boosted stakes in: PCG, FOXA, FOX, TRCO, ABC, MCK, SBGI
  • Cut stakes in: SYF, AMC, VRTV, CAH

BERKSHIRE HATHAWAY

  • Top new buys: JPM, ORCL, PNC, TRV
  • Top exits: SNY, WMT
  • Boosted stakes in: AAPL, BAC, USB, GS, DAL, BK, GM
  • Cut stakes in: PSX, WFC, AAL, CHTR, UAL, LUV

BLUECREST CAPITAL MANAGEMENT

  • Top new buys: FSAC, AMLP, USWS, PBCT, AIMC, MFAC, VZ, NRCG, CMCSA, TKKS
  • Top exits: PFE, IT, BP, GSK, CTAS, AVGO, SEE, MOH, CENX, PSTG
  • Boosted stakes in: T, AAPL, HYAC, ESRX, AET, VRRM, GOOGL, FOXA, IFF, SHPG
  • Cut stakes in: KNX, PEP, LFUS, MPWR, CXO, AZPN, MKSI, LOPE, RDS/A, CELG

BLUE HARBOUR GROUP

  • Top new buys: BERY, JACK, G
  • Top exits: FCE/A, AXTA
  • Boosted stakes in: ON, GWR, WCC
  • Cut stakes in: COMM, IWM, SPY, XLNX

BRIDGEWATER ASSOCIATES

  • Top new buys: GE, PVH, DVA, WYNN, SWKS, M, ILMN, CL, DHI, MOS
  • Top exits: PCG, KMB, DISCA, INTU, UPS, SBUX, VZ, KO, DIS, CCL
  • Boosted stakes in: INTC, X, GPS, PHM, WHR, RY, URBN, TD, LYB, WU
  • Cut stakes in: CVS, ORCL, WBA, CAH, CAT, MCD, CMI, CVX, XEC, CLF

CITADEL ADVISORS

  • Top new buys: BABA, TSM, EXC, ICE, AMD, ELLI, DBX, BF/B, OIBR/C, TRCO
  • Top exits: CHD, BKNG, SGEN, IEMG, EFA, VCSH, ECL, BKH, HII, MKC
  • Boosted stakes in: MS, T, NFLX, LOW, LMT, PNC, MCHP, INTC, QQQ, FB
  • Cut stakes in: GS, KDP, KEY, DVN, DE, AMAT, CSX, NOC, GM, K

CLINTON GROUP

  • Top new buys: PYPL, BAX, DRI, ICE, CTAS, PXD, CPRT, ETN, NKE, CMCSA
  • Top exits: EL, CAT, ABBV, LMT, VZ, CAG, HRB, BA, ZBRA, NEM
  • Boosted stakes in JPM, JNJ, NEE, SPGI, FTV, MSFT, AEE, MO, PEG, EBAY
  • Cut stakes in PGR, AVY, MCK, AA, HUM, COLM, LPX, KGC, VIAB, MRK

COATUE MANAGEMENT

  • Top new buys: QCOM, ROKU, DATA, NKE, MSI, WDC, V, PDD, CRM, VMW
  • Top exits: JD, INTC, AAXN, QD, CNK, HLF, NDLS, GPS, PETS, AEO
  • Boosted stakes in: AAPL, NOW, CMG, HTZ, DDS, PLAY, SIG, HABT, SBUX, JWN
  • Cut stakes in: TWTR, EA, FB, SHOP, TAL, MU, ATVI, ADBE, AMZN, NFLX

CORVEX MANAGEMENT

  • Top new buys: DLTR, FLMN, VMC, TSG
  • Top exits: CRM, CHTR, T, FOXA, CTL, PAGP
  • Boosted stakes in: MHK, GOOGL, MGM
  • Cut stakes in: BAC, FB, JBLU, NXPI, TMUS, ICE, MDCO, NOW, FG, MSFT

DUQUESNE FAMILY OFFICE

  • Top new buys: PYPL, ABT, C, NOW, MDT, ZEN, FOXA, TMUS, QCOM, ALXN
  • Top exits: MPC, DVN, ATVI, TAL, CLVS, CTRP, SQ, FCX, NBR, PAGS
  • Boosted stakes in: MSFT, IBB, ADBE, GOOGL, GILD, XLE, EA, ACIU
  • Cut stakes in: FB, BABA, NFLX, STMP, SPLK, ADSK, AMZN, WDAY, OIH, COUP

ELLIOTT MANAGEMENT

  • Top new buys: FE, NLSN, XOP, SABR, CYH, SMH, VNQ, RIG, MITK, IGV
  • Top exits: ISBC, WIT
  • Boosted stakes in: SRE, DVN, HES, QEP
  • Cut stakes in: NXPI, BTU, CDK, QQQ, IMPV, VMW, DISH, MD

EMINENCE CAPITAL

  • Top new buys: NCLH, PEGA, FSCT
  • Top exits: MGM, ADSK, FB, YELP, HAIN, MHK, CTRP
  • Boosted stakes in: IQV, WEN, CF, BERY, MSFT, QSR, TTWO, ICE, INXN, EFX
  • Cut stakes in: LEN, ELLI, PTC, CSOD, CYBR, USFD, ABG, P, MSTR, GOOG

ENGAGED CAPITAL

  • Top new buys: INWK, PBYI, ASTE
  • Top exits: CASY, CCRN
  • Boosted stakes in: NCR, PETX, BHE, ANIK, GRPN
  • Cut stakes in: RCII, BW, CLS, UEIC

FAIRHOLME CAPITAL

  • Top new buys: BRK/B
  • Top exits: C, OAK, CLPR
  • Boosted stakes in: SPB
  • Cut stakes in: JOE, T, SHLDQ, VSTO, VST

GLENVIEW CAPITAL

  • Top new buys: NXPI, NUAN, SYMC, DLTR, WP, BHC, LYB, ALB
  • Boosted stakes in: HOLX, ESRX, CVS, ARMK, AET, FDX, ANTM, CHTR, MTOR, FBHS
  • Cut stakes in: SHPG, FLEX, WBA, NWL, CI, LH, EBAY, LOW, WMB, VER

GREENLIGHT CAPITAL

  • Top new buys: SDRL, TSCO, SHW, KORS
  • Top exits: MYL, TWTR, AAPL, MU, CLPR, DSW, GPS, DG, TJX, AZO
  • Boosted stakes in: IAC, ADNT
  • Cut stakes in: GM, PRGO, VOYA, MDCO, AER

HIGHFIELDS CAPITAL MANAGEMENT

  • Top new buys: MGM, LLY
  • Top exits: DIS, TV, FDX, CVS, MIK
  • Boosted stakes in: SHPG, MHK
  • Cut stakes in: NXPI, CMCSA, TEVA, FOXA, GOOGL

ICAHN ASSOCIATES

  • Top exits: CI
  • Boosted stakes in: EGN, IEP, NWL
  • Cut stakes in: VMW, LNG

IMPALA ASSET MANAGEMENT

  • Top new buys: DAL, VALE, JNUG, PLCE, URI, LVS, UAL, ALK, SWK, HTHT
  • Top exits: SCCO, GPS, JCP, JWN, NTNX, TLRD, NTR, BLDR, HOME, MNST
  • Boosted stakes in: LUV, NSC, RCL, CAT, STZ, RIO, TECK, TTWO, THO, HES
  • Cut stakes in: NVR, KNX, HOG, NAV, BC, CCL, NFX, DHI, MAR, BLL

JANA PARTNERS

  • Top new buys: EXAS, KDP, FLMN, HAIN, DLTR, FTCH, CVNA, EDU, SVMK, ARLO
  • Top exits: FB, WFC, GOOGL, RPM, GRUB, LRCX, ADP, BV, GSKY, MRVL
  • Boosted stakes in: GDX, AAPL, ADBE, EA
  • Cut stakes in: TIF, ADSK, ANTM, HDS, MSFT, JACK, BSX, BABA, A, ZAYO

LAKEWOOD CAPITAL

  • Top new buys: UTX, WUBA, CWK, YNDX, CI
  • Top exits: RLGY, FB
  • Boosted stakes in: CMCSA, ASND, LAD, BIDU, FDX
  • Cut stakes in HCA, ADNT, MA, GOOGL, ALLY

LAND & BUILDINGS INVESTMENT MANAGEMENT

  • Top new buys: LPT
  • Top exits: LSI
  • Boosted stakes in: MGM
  • Cut stakes in: CLI, SBAC

LONE PINE CAPITAL

  • Top new buys: FDC, UNP, NIO
  • Top exits: BKNG, DLTR, SBAC, SQ, MHK, PAGS
  • Boosted stakes in: BABA, ADBE, MSFT, GOOG, CP, ATVI, NVDA, WYNN, NOW, STZ
  • Cut stakes in: UNH, CSX, FLT, MELI, AMZN, TRU, PYPL, IQV

MAGNETAR FINANCIAL

  • Top new buys: EGN, CA, IDTI,
  • Top exits: NXPI
  • Boosted stakes in: SHPG
  • Cut stakes in: PE

MARCATO

  • Top new buys: IMAX, CPLG
  • Boosted stakes in TEX, THRM
  • Cut stakes in IAC, ITRI, DXC, BLDR, AIR, TPHS, VRTS

MAVERICK CAPITAL

  • Top new buys: CBS, STZ, BAX, YUM, AAL, PVH, UAL, MTCH, TXRH, FL
  • Top exits: DLTR, AAOI, FLT, AMRX, HD, DECK, WMT, GPS, GRUB, URBN
  • Boosted stakes in: ANTM, LRCX, BIDU, COMM, ALNY, AMAT, TMUS, MA, LUV, AZO
  • Cut stakes in: FB, GOOG, MHK, V, CIEN, CNC, BABA, ADBE, TIF, CASY

MARSHALL WACE

  • Top new buys: TMUS, AXGN, TSM, BRX, IDXX, GPS, CMG, ACGL, JEC, MTN
  • Top exits: SCI, NTRS, CME, NKE, MU, SRCL, JPM, IBN, FLT, AXP
  • Boosted stakes in TFX, ATVI, BBY, DGX, SPGI, MCD, BURL, ROST, ZTS, VRTX
  • Cut stakes in BABA, BAC, DISCK, AVGO, UNH, SAGE, GS, AJG, GILD

MELVIN CAPITAL MANAGEMENT

  • Top new buys: NFLX, SPOT, NVDA, IQV, WP, IT, PANW, SYK, PLNT, ADS
  • Top exits: THO, BIDU, FLT, USFD, IAC, GIL, H, MGM, GPS, ADBE
  • Boosted stakes in: STZ, WYNN, MSFT, EA, PAGS, RACE, RCL, FDC, BABA, MA
  • Cut stakes in: AMZN, GOOGL, V, YNDX, PYPL, ADSK, TTWO, CRM, EDU, DPZ

MOORE CAPITAL MANAGEMENT

  • Top new buys: EEM, NFLX, WP, ETFC, NCLH, ORLY, RL, TPX, FDS, DG
  • Top exits: NXPI, Z, YNDX, TGT, AVGO, NVDA, SPY, LNG, GPS, ATVI
  • Boosted stakes in: FDC, PVH, AMP, SIVB, VOYA, V, GOOGL, SPOT, RCL, ULTA
  • Cut stakes in: FB, FBP, MOMO, GDS, WFC, HUD, LIN, CME, DOMO, BABA

NEUBERGER BERMAN GROUP

  • Top new buys: FL, EBS, FDC, SODA, ARES, CRTO, STM, BL, UNVR, PODD
  • Top exits: ICLR, SPOT, ARRS, BAP, DOX, PZZA, CLB, TSEM, NATI, MTCH
  • Boosted stakes in: MCD, MSI, CXO, RHT, ATVI, BKNG, UTX, BRK/B, CMCSA, CVS
  • Cut stakes in: FB, MLM, ADI, SYMC, ET, MHK, RYAAY, OKE, KSU, EXPE

OAKTREE CAPITAL MANAGEMENT

  • Top new buys: COOP, SMCI, BBD, YUMC, NXPI, PAM, HK, OIBR/C, TGS, FPI
  • Top exits: SPY, SMH, RYAM, NCMI, BMA
  • Boosted stakes in: TSM, PCG, CX, VALE, IBN, CEO, TEO, BRFS, AZUL, SIGA
  • Cut stakes in: VST, TRCO, INFY, VRS, ITUB, EURN, VICI, UPL, NOG, BXE

OMEGA ADVISORS

  • Top new buys: NLSN, CI, COOP
  • Top exits: AER, SYF, HUM, PYPL, IQV, VVV, LEN, SPB, KKR, ADSK
  • Boosted stakes in: MGY, SBGI, FRAC, BC, NBR, TCRD
  • Cut stakes in: HES, FDC, ADBE, FB, GOOGL, EMN, MXL, PE, MU, NEWM

PAULSON & CO.

  • Top new buys: NLSN, DNB, P, CME, BSIG, ESRX
  • Top exits: VST, EGN, CTL, CMCSA, HAIN
  • Boosted stakes in: DISCK, SHPG, AET, GOLD, NXPI
  • Cut stakes in: TMUS, AKRX, MITL, MNK, AGN, T, COL, MYL, HZNP, ENDP

PERSHING SQUARE

  • Top exits: MDLZ
  • Boosted stakes in: LOW, UTX
  • Cut stakes in: CMG, HHC, ADP

POINT72 ASSET MANAGEMENT

  • Top new buys: QCOM, NFLX, AAPL, PVH, AOS, WFC, NVDA, NVS, ZBH, FEYE
  • Top exits: FOXA, MU, GPS, PNC, MRK, H, KNX, HSIC, COP, WCG
  • Boosted stakes in: CI, PXD, SPOT, APC, ATVI, RCL, HCA, CVS, A, PANW
  • Cut stakes in: GOOGL, TTWO, RRR, CXO, AMZN, PE, BIDU, GILD, HAL, SYK

POINTSTATE CAPITAL

  • Top new buys: URI, MA, GWRE, PTC, BAC, FANG, RCL, CAT, TDG, XLV
  • Top exits: FB, FE, TEVA, VRTX, JD, ALXN, PXD, LRCX, NXPI, STM
  • Boosted stakes in: NSC, NOW, LNG, SU, CRM, BA, SHPG, XOP, LYB, PAGP
  • Cut stakes in: AET, CVX, FOXA, CI, TRGP, ADSK, MSFT, GOOGL, MDCO, CLVS

RAGING CAPITAL

  • Top new buys: TRCO, LNTH, NTP, TLRY, MNKD
  • Top exits: QCOM, WAGE, AINC
  • Boosted stakes in: BLDR, SBGI, MRAM
  • Cut stakes in: AMBC, RDCM, JELD, BMCH, BPOP, PKE, XLNX, SPLP, UAN, HLIT

RENAISSANCE TECHNOLOGIES

  • Top new buys: JPM, GOOGL, KO, MDT, ORCL, ADP, TXN, EDU, AMAT, PSX
  • Top exits: AAPL, AMZN, WMT, GS, LMT, AXP, AMD, CMI, SFLY, NSC
  • Boosted stakes in: FOXA, PANW, MOH, CMG, CVX, HUM, NVDA, HD, PGR, VRSN
  • Cut stakes in: JNJ, CMCSA, EA, PM, CELG, ISRG, BBY, ABEV, NOC, WM

SANDELL ASSET MANAGEMENT

  • Top new buys: AET, FOXA, DNB, ESRX, FCE/A, WP, MA, V, PYPL
  • Top exits: NXPI, OCLR, ALLY, LHO, MGI
  • Boosted stakes in: ZAYO, CSX, MGM
  • Cut stakes in: AVA, COL, ORBK, TMUS

SENATOR INVESTMENT

  • Top new buys: CHTR, UNP, C
  • Top exits: FOXA, HD, BKI
  • Boosted stakes in: EFX, ICE, XPO
  • Cut stakes in: FB, DHI, AGN, LNG, CZR

SOROBAN CAPITAL

  • Top new buys: BKNG, BABA, FB, QRVO
  • Top exits: GOOGL, MGM, FWONK
  • Boosted stakes in: MHK, GRA, NXPI
  • Cut stakes in: AVGO, NSC, AXTA

SOROS FUND MANAGEMENT

  • Top new buys: TRCO, ADM, DIS, KHC, MDLZ, MU, IDTI, ELAN, HSY, CF
  • Top exits: NXPI, COL, NOW, EA, SIGM, FB, TTWO, IAC, DISCA, URBN
  • Boosted stakes in: MSFT, I, ESRX, SIVB, COUP, AAPL, GSKY, ATVI, UNH, QCOM
  • Cut stakes in: SPOT, NFLX, JPM, WFC, BAC, AET, C, USB, T, TIVO

STARBOARD VALUE

  • Top new buys: SYMC
  • Top exits: MAC, ASRT, SCOR
  • Boosted stakes in: RPM, BAX, MRVL
  • Cut stakes in: NWL, MLNX, BMS

STEADFAST CAPITAL

  • Top new buys: NTES, AVGO, BABA
  • Top exits: FB, MTCH, NOW
  • Boosted stakes in: IQV, WMB, NRG
  • Cut stakes in: MSFT, ULTA, IAC

TEMASEK HOLDINGS

  • Top new buys: FTCH, BP, AYX
  • Top exits: VRTX, AMGN, XTN, CELG, INCY, MDT, DIS, AMRS, NETS
  • Boosted stakes in: RDS/B, ACIU, COUP
  • Cut stakes in: BABA, JD, BMRN, TRQ, ILMN, ALXN, REGN, NFX, AVGO

TIGER GLOBAL MANAGEMENT

  • Top new buys: EB, SVMK, AAPL, ZEN, TWLO, PDD, FTCH, TENB
  • Top exits: GDS
  • Boosted stakes in: BABA, ADBE, NOW, MDB, SE, SWCH, RUN, BKNG, EDU, UXIN
  • Cut stakes in: TWTR, FB, DESP, TDG, MELI, HUYA, RDFN, MSFT

THIRD POINT

  • Top new buys: AXP, MRK, SHPG, IQV, FANG, WPX, ARCE
  • Top exits: NXPI, FB, VMC, WYNN, EA, SHW, EGN, PVH, CWH, A
  • Boosted stakes in: CPB, MSFT, UTX, STZ, ADBE, WP, MPC, DE, BABA
  • Cut stakes in: NFLX, LEN, SPGI, PYPL, CRM

TRIAN

  • Boosted stakes in: PPG, MDLZ, GE
  • Cut stakes in: SYY

TUDOR INVESTMENT

  • Top new buys: HNGR, KMG, AYX, TPR, TIF, EGL, FTCH, MNST, ORLY, DLR
  • Top exits: EBAY, MDLZ, IQV, ORCL, QCOM, DG, SRPT, ADP, EXAS, BZUN
  • Boosted stakes in: FCE/A, LHO, MPC, AAPL, MSFT, TXN, NXPI, T, ADBE, ROKU
  • Cut stakes in: COL, HD, BIDU, JD, JPM, NKE, VZ, UNH, VIPS, FOXA

VALUEACT

  • Top new buys: XRAY, HE, SYMC
  • Top exits: FOX
  • Boosted stakes in: C, MS, STRA, SLM, EVA, STX
  • Cut stakes in: AWI

VIKING GLOBAL INVESTORS

  • Top new buys: PCG, BERY, RACE, WYNN, MYL, BSX, ADI, EXAS, PGR, AON
  • Top exits: BUD, X, CP, DPZ, HBI, MELI, EQH, EFX, AET, XRAY
  • Boosted stakes in: BABA, DIS, GE, MPC, ANTM, CRM, AMZN, BMRN, OLN, NFLX
  • Cut stakes in: FB, GOOGL, UTX, HIG, ADSK, V, PE, RJF, LEN, LNC

WHALE ROCK

  • Top new buys: WDAY, OKTA, CRM, NOW, PS
  • Top exits: VMW, Z, ALVR, HUBS, LITE
  • Boosted stakes in: TWLO, AMZN, CDAY, SQ, MTCH, ROKU
  • Cut stakes in: TLND, SGMS, FB, KLIC, BABA

Source: Bloomberg

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