The Motley Fool

JANUARY 21, 2024

In other words, this is not a situation where a team of experienced asset managers could create substantial value for fund holders by trading the right securities at the right times. Several funds listed above are run by asset managers with plenty of experience, including Ark Invest and Fidelity.

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The Motley Fool

AUGUST 20, 2024

Despite 13Fs offering a snapshot that's up to 45 days old when filed with the SEC, they can still provide important clues as to what stocks, industries, sectors, and trends (cough, artificial intelligence (AI) , cough) have been piquing the interest of top-tier asset managers. Image source: Getty Images.

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The Motley Fool

APRIL 26, 2024

The affably nicknamed "Oracle of Omaha," Buffett oversees a $364 billion investment portfolio containing 45 stocks and two index funds at Berkshire Hathaway , while Ken Griffin's Citadel, the most profitable of all hedge funds since inception, has $58 billion in managed assets. Ken Fisher's Fisher Asset Management added 593,585 shares.

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The Motley Fool

SEPTEMBER 4, 2024

But interestingly enough, numerous billionaire asset managers were avid buyers of two other key AI players that have announced or completed a stock split this year. In the June-ended quarter, more than a half-dozen billionaire investors were active sellers of the "brains" behind AI-accelerated data centers.

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The Motley Fool

FEBRUARY 16, 2024

A 13F provides investors with a detailed snapshot of what stocks Wall Street's top money managers bought and sold in the latest quarter (in this instance, the fourth quarter). In other words, it offers an inside look at what stocks, industries, and trends are piquing the interest of the brightest asset managers.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Asset Management Stakes Assets 246

The Motley Fool

JULY 8, 2024

Brookfield Renewable is overseen by Brookfield Asset Management (NYSE: BAM) , a large Canadian asset manager with a long history of investing in infrastructure assets at a global scale. The Motley Fool has positions in and recommends Brookfield Asset Management, Brookfield Renewable, and Microsoft.

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The Motley Fool

MAY 2, 2024

The tech titan signed this agreement with Brookfield Asset Management and its affiliate Brookfield Renewable (NYSE: BEPC) (NYSE: BEP). See the 10 stocks *Stock Advisor returns as of April 30, 2024 Matt DiLallo has positions in Brookfield Asset Management, Brookfield Renewable, and Brookfield Renewable Partners.

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The Motley Fool

SEPTEMBER 23, 2024

Although the crown jewel of this deal was General Re's reinsurance operations, it also owned a specialty investment firm known as New England Asset Management (NEAM). Institutional investors with at least $100 million in assets under management are required to file a 13F with the Securities and Exchange Commission.

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Portfolios Asset Management Stakes Assets 244

The Motley Fool

SEPTEMBER 18, 2024

A 13F provides a concise, under-the-hood look at what Wall Street's smartest money managers purchased and sold in the latest quarter (in this instance, the June-ended quarter). In other words, 13Fs clue investors into which stocks, industries, sectors, and trends have been piquing the interest of Wall Street's top asset managers.

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Investors Asset Management Assets Stakes 241

The Motley Fool

OCTOBER 25, 2024

Beyond AI, billionaire asset managers are likely impressed with Microsoft's cash flow machine. Super Micro Computer The first AI stock that billionaires clearly preferred over Nvidia in the second quarter is customizable rack server and storage solutions specialist Super Micro Computer (NASDAQ: SMCI).

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The Motley Fool

NOVEMBER 24, 2024

The average investor can easily find new investment ideas by following well-known asset managers. One of those managers is Cathie Wood , who heads up Ark Invest, an investment fund that focuses on disruptive and innovative businesses.

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The Motley Fool

FEBRUARY 28, 2024

While the reinsurance segment was the catalyst behind the deal, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). Because New England Asset Management continues to oversee more than $100 million in assets under management, it's required to file a 13F with the SEC every quarter.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 238

The Motley Fool

OCTOBER 31, 2024

The company is joining forces with its parent, Brookfield Asset Management , and other institutional investors to invest in several U.K. See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 Matt DiLallo has positions in Brookfield Asset Management, Brookfield Renewable, and Brookfield Renewable Partners.

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Private Equity Insights

NOVEMBER 16, 2023

read more Brookfield Asset Management’s affiliate Closes $1.1bn Argo Acquisition Argo Group International Holdings, Ltd. read more The post Brookfield Asset Management’s affiliate Closes $1.1bn Argo Acquisition appeared first on Private Equity Insights. (“Argo”) today announced the completion of Brookfield.

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The Motley Fool

DECEMBER 4, 2024

Even though 13Fs are filed up to 45 days following the end to a quarter, and may present stale data for active hedge funds, they're invaluable in clueing investors into the stock and trends prominent asset managers are intrigued by. Image source: Getty Images.

Stakes 246

Stakes Asset Management Hedge Funds Assets 246

The Motley Fool

AUGUST 18, 2024

Billionaires are betting on cheap coffee Asset management firms with at least $100 million in assets need to file a 13F form with the Securities and Exchange Commission (SEC) quarterly, in which they detail their trades. Cohen of Point72 Asset Management: increased position by 90%.

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Securities and Exchange Commission (SEC) Hedge Funds Asset Management Assets 246

The Motley Fool

JULY 23, 2024

Based on Form 13F filings that detail the trading activity of Wall Street's smartest asset managers, prominent billionaire investors were big-time sellers of Nvidia (NASDAQ: NVDA) stock during the March-ended quarter. Yet in spite of the otherworldly growth forecasts attached to AI -- the analysts at PwC expect AI to add $15.7

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The Motley Fool

JUNE 10, 2024

While the purpose of this transaction was for Berkshire to get its hands on General Re's reinsurance operations, it also owned a specialty investment company at the time: New England Asset Management (NEAM). New England Asset Management held 10,500 Class A shares (GOOGL) of Alphabet, as of the end of March. million.

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The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders.

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The Motley Fool

MAY 11, 2024

trillion in assets under management. As an asset manager, it earns a percentage fee for overseeing all of that money. Although investors put money into and pull money out of the market all the time, asset management companies generally have pretty sticky customer bases.

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The Motley Fool

JUNE 8, 2024

Brookfield Renewable owns a globally diversified portfolio of clean energy assets, including hydroelectric, solar, wind, and storage. However, it is important to understand that Brookfield Renewable is managed by Brookfield Asset Management (NYSE: BAM). The Motley Fool has a disclosure policy.

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The Motley Fool

AUGUST 27, 2023

broadband, property and casualty insurance, and asset management. million 52% Asset management revenue $0 $145,493 - Data source: Boston Omaha Of particular interest is the asset management revenue. Boston Omaha has four main businesses : billboards (it's the 6th largest owner in the U.S.), million $10.8

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The Motley Fool

APRIL 7, 2024

Burry is still investing today, and runs Scion Asset Management. In 2023's fourth quarter, Scion Asset Management reported two purchases that may surprise his value-investing followers: Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOG). Both chronicled the story of a ragtag group of investors who bet against the U.S.

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The Motley Fool

DECEMBER 25, 2023

According to 13Fs, 10 prominent billionaires purchased shares of Amazon stock during the September-ended quarter, including (total shares purchased in parenthesis): Jeff Yass of Susquehanna International (5,042,696 shares) Ole Andreas Halvorsen of Viking Global Investors (4,348,680 shares) Steven Cohen of Point72 Asset Management (1,171,081 shares) (..)

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The Motley Fool

OCTOBER 20, 2024

Brookfield Renewable is run by Brookfield Asset Management and owns an actively managed portfolio of renewable power assets. The Motley Fool has positions in and recommends Brookfield Asset Management, Brookfield Renewable, Chevron, and Kinder Morgan. But what exactly do they represent?

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Asset Management Hedge Funds Assets Shareholders 246

The Motley Fool

NOVEMBER 20, 2024

A 13F allows investors to look over the shoulders of Wall Street's top money managers to see which stocks they purchased and sold in the most recent quarter (i.e., Although Berkshire Hathaway CEO Warren Buffett tends to garner a lot of attention , he's far from the only asset manager who's made their mark on Wall Street.

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Asset Management Financial Institutions Stakes Assets 245

The Motley Fool

MAY 14, 2024

However, this didn't stop more than a half-dozen billionaire asset managers from paring down their fund's respective stakes in Nvidia during the December-ended quarter (total shares sold in parenthesis): Israel Englander of Millennium Management (1,689,322 shares) Jeff Yass of Susquehanna International (1,170,611 shares) Steven Cohen of Point72 Asset (..)

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The Motley Fool

NOVEMBER 27, 2023

by market cap, look no further than its innovation.

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The Motley Fool

DECEMBER 6, 2024

However, Berkshire's "Oracle of Omaha" is far from the only billionaire money manager that investors pay close attention to. For instance, investors also closely follow the trades made by billionaire Steven Cohen of Point72 Asset Management.

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Stakes Asset Management Bidding Assets 245

The Motley Fool

DECEMBER 30, 2023

And they also have Boston Omaha asset management, which is a collection of other assets the company owns. It owns as the name implies an asset manager, and it owns a few other little interesting investments that it bundled into one division. Ricky Mulvey: Let's focus on the asset management business.

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The Motley Fool

AUGUST 16, 2024

Despite the limitations of 13Fs -- e.g., they can be 45 days old when filed, meaning the data you're seeing might be stale for active fund managers -- they provide invaluable clues as to what stocks, industries, sectors, and trends are piquing the interest of Wall Street's brightest asset managers. Image source: Getty Images.

Asset Management 246

Asset Management Assets Stakes Taxes 246

The Motley Fool

OCTOBER 28, 2024

Is a dividend cut around the corner, or can this highly diversified asset manager maintain its eye-popping yield for everyday investors who buy at recent prices? Here's a look at how the REIT is managing its quarterly dividend commitment. The Sculptor portfolio continues to reduce reliance on mortgage servicing.

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The Motley Fool

NOVEMBER 28, 2023

Though the odds are definitely against short-sellers and bearish investors making boatloads of money on Wall Street, a few high-profile success stories stand out -- perhaps none more so than that of Michael Burry, the Chief Investment Officer of Scion Asset Management. economic growth.

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Investors Asset Management Assets Banks 231

The Motley Fool

JANUARY 10, 2024

In fact, with the exception of Ark Invest, every issuer listed ranks among the 15 largest asset managers in the world, and BlackRock is the single largest. Scaramucci pointed to the BlackRock ETF as being particularly compelling, simply because BlackRock is the largest asset manager in the world.

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Securities and Exchange Commission (SEC) Financial Institutions Asset Management Assets 246

The Motley Fool

SEPTEMBER 17, 2023

The company also sells mature assets periodically to reinvest the proceeds, and when combined with its steady cash flows, that strategy has helped Brookfield self-fund most of its growth so far. The Motley Fool has positions in and recommends Brookfield Asset Management. Its stock price reflects that growth.

Asset Management 246

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The Motley Fool

NOVEMBER 29, 2023

Though the prize of this deal was General Re's reinsurance operations, General Re also owned a specialty investment company: New England Asset Management (NEAM). Today, New England Asset Management oversees nearly $610 million of invested assets.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

JUNE 11, 2024

One of the reasons eight of Wall Street's top asset managers chose to sell may be as simple as profit-taking. Shares of the company have gained more than 700% since the beginning of 2023, and we've never witnessed a megacap stock scale at the rate Nvidia has over the last year and change.

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Asset Management Assets Stakes Accounting 246