Buffet, Wood and their colleagues have recently disclosed their investments as per the 13F filings.
In the world of finance, staying ahead of the curve is crucial. A new stock newsletter, "13F Reports," promises to do just that by offering retail investors a peek into the investment strategies of the market's heavyweights.
The newsletter, which requires a subscription, is based on the quarterly filings that institutional investment managers submit to the U.S. Securities and Exchange Commission (SEC), known as Form 13F. These reports disclose the equity holdings of investment managers with discretion over $100 million or more in U.S.-listed securities.
By analysing these 13F filings, retail investors can see what stocks the largest and most influential investors are holding or have recently traded. This offers insights into where the professional money is going. The newsletter curates information from multiple 13F filings, aggregating and ranking the most common or largest stock positions among these market gurus.
After critical events like the U.S. election, these newsletters often highlight changes in portfolios, showing the top 50 stocks favoured by influential investors, reflecting their market outlook and potential trends. Retail investors use these reports to identify promising stocks by following the moves of successful or renowned funds and managers.
Moreover, some services track and analyse 13F filings over time to provide ongoing monitoring of hedge fund and institutional investor activity, helping retail investors make informed decisions based on sophisticated market intelligence.
The first issue of "13F Reports" will be published on November 29, both digitally and in print form. It will present the top 50 stocks from the current SEC filings, provide relevant key figures, and offer background information.
History shows that stocks in which the Wall Street elite invest often experience significant price increases. For instance, recommendations based on 13F filings have achieved impressive returns, such as Applovi's 295% rise, Zeta's 122% return (April 2024), and Spotify's 112% increase (November 2023).
The SEC has been disclosing these data for almost five decades, similar to the German Federal Financial Supervisory Authority (BaFin). The system aggregates individual positions of large investors and identifies the top 50 "winners" with the highest investments. The experts examine, analyse, and compare 13F filings every quarter to determine the companies with the largest investments from institutional investors.
The publication of the first issue of "13F Reports" is timed to allow readers to potentially benefit from betting on the top stocks of the market gurus after the U.S. election. A 20% discount is currently available for the Black Friday Pre-Deal on the regular selling price.
In summary, "13F Reports" newsletter leverages mandatory SEC filings of top institutional investors to disclose their holdings each quarter. Retail investors use this information to determine which 50 stocks top market gurus are concentrating on after critical events like the U.S. election, helping them align their portfolio strategies accordingly.
By analyzing the 13F filings submitted to the SEC, "13F Reports" newsletter offers retail investors a unique perspective into the investment strategies of market heavyweights in the finance world. Retail investors can identify promising stocks to invest in by following the moves of successful institutional investors, as these stocks often experience significant price increases.
