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3 Things to Watch Out for When Billionaires Report Holdings This Week
Friday, November 14 th is the deadline for institutional investment managers to submit their 13F filings to the SEC. Required on a quarterly basis, such reports provide snapshots of the portfolios of some of the most lucrative investors in the United States. They’re also the foundation of the iBillionaire Index , which curates a basket of the 30 U.S. stocks in which billionaire investors have allocated the most assets.
What did billionaire investors have going on during
the third quarter of the year? We’ll have to wait a
few more days to find out. And when the reports do roll in,
there will be some important things to look out for. Here
are three questions we’ll find out the answers to soon.
Who got in on Alibaba?
Alibaba ( NYSE:BABA ) hit the New York Stock Exchange in late September in one of the most anticipated IPOs of the year. The offer had investors far and wide scrambling to get in on the stock – and with good reason, considering that it’s climbed more than +20% since.
It’s likely that more than a few billionaires have picked up BABA shares in the process. In his third quarter letter to investors, Dan Loeb discussed Third Point’s equity position in Alibaba at length, outlining his belief that “Alibaba can generate long-term value in its core markets and compete in new ones, making it a compelling potential multi-year investment.” Steve Mandel hinted at a position in the company in his Q3 letter , and reports indicate that David Tepper , Chase Coleman and Leon Cooperman may be in the mix as well.
How have investors weathered the energy storm?
Oil prices have dropped significantly in recent months. And while some energy companies have managed to thrive , others have taken a beating.
Energy is a big part of why Carl Icahn is hurting. The billionaire’s investment fund declined -5.3% in the third quarter, weighed down by energy bets like CVR Energy ( NYSE:CVI ) , Chesapeake Energy ( NYSE:CHK ) and Transocean ( NYSE:RIG ) , which declined -7.17%, -26.03% and -29.00% in Q3, respectively.
What 13F filings will reveal this week is whether billionaires, like Icahn, are sticking it out with their energy bets, or whether they’re reducing their exposures and cashing out.
Who’s sticking around on Herbalife?
Thus far, both Icahn and Soros have stayed the course on Herbalife, reporting 17 million and 4.74 million HLF shares in Q2, respectively. But the stock fell -32.21% in Q3, and speculation began in late September that Icahn was starting to sell ( rumors the billionaire later denied ).
We’ll be updating billionaire portfolios and the iBillionaire Index in the days to come as 13F filings roll in. Stay up to speed on the latest with iBillionaire for iOS and Android and follow us on Twitter for updates.
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