GuruTrack

2017 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed17
Total value$577.66B
Stocks covered5452
Summary
2017 Q4 report: 17 tracked hedge-fund managers held 5452 stocks this quarter, a combined reported value of ~$577.66B. Most new buys: CNX, FBIN, MTW. Most-held: META, AAPL, MSFT. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1CNXCNXCNX RESOURCES CORP4 new
2FBINFBINFORTUNE BRANDS INNOVATIONS I4 new
3MTWMTWMANITOWOC COMPANY INC4 new
4WSOWSOWATSCO INC4 new
5CEIXCEIXCONSOL ENERGY INC4 new
6TERPTERPTERRAFORM POWER INC - A4 new
7HTTHTTHIGH TEMPLAR TECH LIMITED4 new
8HRIHRIHERC HOLDINGS INC4 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC5 added
2CELGCELGCELGENE CORP5 added
3AGNAGNALLERGAN PLC5 added
4SPGISPGIS&P GLOBAL INC5 added
5GMGMGENERAL MOTORS CO5 added
6MUMUMICRON TECHNOLOGY INC4 added
7TWTRTWTRTWITTER INC4 added
8MONMONMONSANTO CO NEW4 added
Most trims / exits this quarter
1CHTRCHTRCHARTER COMMUNICATIONS INC-A5 trimmed
2BABABABAALIBABA GROUP HOLDING-SP ADR5 trimmed
3NVDANVDANVIDIA CORP5 trimmed
4JDJDJD.COM INC-ADR5 trimmed
5BIIBBIIBBIOGEN INC5 trimmed
6WRKWRKWESTROCK CO5 trimmed
7ALLALLALLSTATE CORP5 trimmed
8UTXUTXUNITED TECH CORP5 trimmed
Most-held
1METAMETAMETA PLATFORMS INC-CLASS A10 holders
2AAPLAAPLAPPLE INC8 holders
3MSFTMSFTMICROSOFT CORP8 holders
4BABABABAALIBABA GROUP HOLDING-SP ADR8 holders
5QSRQSRRESTAURANT BRANDS INTERN8 holders
6VVVISA INC-CLASS A SHARES8 holders
7TWXTWXTIME WARNER INC8 holders
8NFLXNFLXNETFLIX INC8 holders
9GOOGLGOOGLALPHABET INC-CL A8 holders
10GOOGGOOGALPHABET INC-CL C8 holders

Hot sectors this quarter

Duan Yongping13 holdersAI & Compute12 holdersWarren Buffett · Berkshire11 holdersTim Cook · Apple Supply Chain11 holdersQuantum Computing11 holdersChina ADRs10 holdersStablecoin & RWA10 holdersRobotaxi & AV10 holdersCloud & SaaS9 holdersSam Altman · OpenAI Ecosystem9 holders

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.