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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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