最後更新日期：2023年09月08日
Quarterly 13F Reports reveal institutional capital shifts, making it highly valuable to track institutions with investment styles similar to your own. By monitoring their stock additions and reductions, you can gauge which sectors and targets these institutions are currently bullish on.
Growin Stock Mining has curated key data from 19 leading institutions in our 13F Reports section, featuring insights like ‘Institutional Buys and Sells,’ ‘Estimated Cost,’ and more. In this guide, we’ll walk you through the essential features and key takeaways of Growin’s 13F Reports, as well as introduce these top 19 institutions.
🌟 Growin 13F Reports Section Tutorial 🌟
First, head to the 13F Reports Section homepage. In the center, you’ll find quick links to the four ‘Hot Hit Institutions.’ You can also use the Search Bar to explore data from all 19 featured institutions.
Beneath the section on popular search institutions, you’ll find the ‘Overall of 13F Section.’ Here, Growin has summarized key insights such as rankings of momentum stocks added or reduced by institutions, their respective sectors, and net capital changes. This data allows you to see which investment targets 13F institutions are currently favoring, providing a useful reference for your future investment decisions.
Navigating the Berkshire Hathaway 13F Report: A User Guide
Using Berkshire Hathaway as an example, the section provides both an introduction to the institution and a summary of its latest holdings. The introduction quickly outlines the investment style and key investor, helping you easily identify institutions that align with your own investment approach. The summary comes in bullet-point format, highlighting the key takeaways from the institution’s most recent report.
Under the Summary section, the Growin Team presents changes in both Assets Under Management (AUM) and share counts for the institution over the last two quarters. Furthermore, the “Chg. of Investment AUM Top5” subsection allows users to quickly spot the top five stocks that the institution has newly bought, sold out of, added to, or reduced. For example, in the Q3 2023 snapshot for Berkshire Hathaway, it’s easy to see that the institution most significantly increased its holdings in MRK and decreased its holdings in META.
Under the Summary section, the Growin Team presents changes in both Assets Under Management (AUM) and share counts for the institution over the last two quarters. Furthermore, the “Chg. of Investment AUM Top5” subsection allows users to quickly spot the top five stocks that the institution has newly bought, sold out of, added to, or reduced. For example, in the Q2 2023 snapshot for Berkshire Hathaway, it’s easy to see that the institution most significantly increased its holdings in OXY and decreased its holdings in ATVI.
For those interested in a deeper dive into the institution’s portfolio, the 13F Details section below is a treasure trove of data. This section provides comprehensive information, listing all stocks currently held by the institution, along with their respective industrial sectors, portfolio weight, and recent changes in share count, among other useful metrics.
Finally, for a snapshot of the institution’s investment performance, head to the “Estimated Cost of Top 20” section on each institution’s page. Using Berkshire Hathaway’s significant stake in AAPL as an example, the yellow line at the bottom of the chart marks the estimated cost of holding the stock. You’ll notice that since 2013, the cost for Berkshire Hathaway to hold AAPL has hovered between $42 and $45. With AAPL’s current stock price at $189 as of September 1, 2023, this suggests that Berkshire Hathaway’s unrealized gains on this particular investment exceed 300%.
🌟 Introduction to the Top Three Institutions in the 13F Section 🌟
Meet the Top 3 Trending Institutions in Growin Stock Mining’s 13F Section! We’re diving into the institutions that are capturing the most attention from investors, along with the renowned founders behind their success.
📌 Berkshire Hathaway Inc.
Berkshire Hathaway is the most well-known value investment fund, and its founder, Buffett, is globally renowned. He believes that long-term holding of stocks in quality companies is the best way to increase capital. By seeking out companies with moats, stable growth, and good management, and purchasing them at reasonable prices, Berkshire Hathaway has historically generated annual returns of over 20% for its shareholders.
📌 Bridgewater Associates
Bridgewater Associates is a macroeconomic hedge fund founded by Ray Dalio, known for its macroeconomic analysis and quantitative models. One of its famous investment strategies is the ‘All Weather’ portfolio, proposed by Ray Dalio.
📌 Ark Investment Management
ARK Invest, founded by the renowned Catherine Wood, is famous for its investments in emerging technologies and innovative industries. The firm is dedicated to investing in companies in areas such as artificial intelligence, autonomous driving, gene therapy, blockchain, and more. They focus on selecting companies with high growth potential and disruptive innovations for their investments.
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