jueves, 24 de mayo de 2012

Las 20 acciones que aman los hedge funds


Jueves, 24 de Mayo del 2012 - 20:53:00

Un informe de Adam Parker de Morgan Stanley enumera las 20 acciones que más poseen los hedge funds estadounidenses.

Dominando la escena: las grandes tecnológicas, las grandes petroleras, y los grandes bancos. Las acciones se clasifican por el número de empresas que las poseen.
1. Apple (AAPL)

Los cinco Hedge Fund que poseen una mayor participación: Citadel, DE Shaw, Discovery Capital, Coatue Management, Greenlight Capital

2.
Google (GOOG). Top 5 Hedge funds: 
Lone Pine Capital, Viking Global Investors, Tiger Global, Coatue Management, Scout Capital Management
3. Express Scripts (ESRX)
. Top 5 Hedge funds: Lone Pine Capital, Fir Tree Incorporated, Perry Corp, Luxor Capital Group, Owl Creek Asset Management

4.
Microsoft (MSFT)
. Top 5 Hedge funds: CI Investments, First Eagle Investment Management, Goodman & Co, Epoch Investment Partners, Discovery Capital

5. Citigroup (C)
. Top 5 Hedge funds: Pershing Square Capital Management, York Capital Management Global, Viking Global Investors, Pzena Investment Management, Appaloosa Management

6. JPMorgan Chase (JPM)
. Top 5 Hedge funds: Lansdowne Partners, Highfields Capital Management, Adage Capital Partners, Ruffer LLP, Moore Capital Management

7. Qualcomm (QCOM)
. Top 5 Hedge funds: Lone Pine Capital, Columbus Circle Investors, Discovery Capital, Maverick Capital, Coatue Management

8.
Wells Fargo (WFC)
. Top 5 Hedge funds: Lansdowne Partners, Gardner Russo & Gardner, Adage Capital Partners, DE Shaw, Theleme Partners

9.
Oracle (ORCL)
. Top 5 Hedge funds:  Epoch Investment Partners, Cantillon Capital, Citadel Advisors, Metropolitan West Capital Management, First Eagle Investment Management

10.
Pfizer (PFE)
. Top 5 Hedge funds: DE Shaw, Adage Capital Partners, Acadian Asset Management, Orbimed Advisors, Diamond Hill Capital Management

11.
Cisco Systems (CSCO)
. Top 5 Hedge funds: First Eagle Investment Management, Viking Global Investors, CI Investments, Ruffer LLP, Adage Capital Partners

12.
Anadarko Petroleum (APC)
. Top 5 Hedge funds: Paulson & Co, Diamond Hill Capital Management, DE Shaw, Highfields Capital, First Eagle Investment Management

13.
Bank of America (BAC)
. Top 5 Hedge funds:  Pzena Investment Management, Adage Capital Partners, Appaloosa Management, Alden Global Capital, Caxton Associates

14.
Visa (V)
. Top 5 Hedge funds: SPO Advisory Corp, Lone Pine Capital, Tiger Global, Epoch Investment Partners, Kensico Capital Managementç

15.
Goldman Sachs (GS)
. Top 5 Hedge funds: Adage Capital Partners, Pzena Investment Management, Citadel Advisors, Viking Global Investors, Samlyn Capital

16.
Hewlett Packard (HPQ)
. Top 5 Hedge funds: Pzena Investment Management, Baupost Group, Relational Investors, DE Shaw, Owl Creek Asset Management

17.
Yahoo! (YHOO)
. Top 5 Hedge funds: Third Point LLC, Perry Corp, Fir Tree Incorporated, Diamondback Capital, Alden Global Capital

18.
Occidental Petroleum (OXY)
. Top 5 Hedge funds: Goodman & Co, Key Group Holdings, Stevens Capital Management, UBS O'Connor, Apex Capital

19.
Schlumberger (SLB)
. Top 5 Hedge funds: Viking Global Investors, SAC Capital, Adage Capital, Metropolitan West Capital Management, Balyasny Asset Management

20.
La corporación EMC (EMC)
. Top 5 Hedge funds: Metropolitan West Capital Management, Brookside Capital, Alkeon Capital Management, Goodman & Co, Columbus Circle Investors

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