The Motley Fool

FEBRUARY 29, 2024

Every quarter, money managers with at least $100 million in assets under management are required to file Form 13F with the Securities and Exchange Commission. A 13F provides a detailed snapshot of what top-tier asset managers bought and sold in the latest three-month period. Image source: Getty Images.

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The Motley Fool

DECEMBER 4, 2024

It is so large that generating additional growth requires massive investments in new assets each year. But this challenge isn't dissuading management; it has made several key moves to ensure that the REIT can continue to grow in the future. Realty Income's industrial assets only make up around 17% of rents. Meanwhile, W.P.

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The Motley Fool

JULY 21, 2024

The whole company, meanwhile, is backed by Brookfield Asset Management , a Canadian asset manager with a successful history of investing in infrastructure on a global scale. The company wisely cashed in on its thermal assets in 2022. That last point is actually very important.

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The Motley Fool

FEBRUARY 22, 2024

While the outperformance of the Magnificent Seven isn't lost on Wall Street, its most successful money managers have very different outlooks on these top-tier stocks, as evidenced by the latest round of 13F filings. recession taking shape in 2024. Shares of the company have more than quintupled in value from their 2022 bear market low.

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The Motley Fool

DECEMBER 17, 2024

Brookfield (14.4%) Ackman started acquiring shares in alternative asset management company Brookfield (NYSE: BN) (TSX: BN) in the second quarter and really loaded up on shares in the third quarter. Brookfield spun off its asset management business last year, but it maintains a 73% ownership stake in it. He holds about $1.9

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The Motley Fool

NOVEMBER 14, 2024

The asset tokenization trend Chainlink is at the forefront of the asset tokenization trend, which is taking the financial world by storm. In simple terms, asset tokenization refers to the process of transforming real-world assets into digital assets on a blockchain. Image source: Getty Images.

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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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The Motley Fool

MAY 11, 2024

It has the largest market cap and property portfolio (over 15,400 assets) among net-lease real estate investment trusts (REITs). That makes sense, given that the industry is heavily reliant on debt to fund asset purchases. trillion in assets under management. And the dividend yield is near a 10-year high at 5.5%.

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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). Today, the utility is basically a pure play electricity generator.

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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

OCTOBER 31, 2024

The company is joining forces with its parent, Brookfield Asset Management , and other institutional investors to invest in several U.K. The four wind energy assets generate stable cash flows backed by long-term inflation-linked contracts. offshore wind farms operated by Orsted. according to comments by CEO Connor Teskey.

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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

SEPTEMBER 18, 2024

14, institutional investors with at least $100 million in assets under management filed Form 13F with the Securities and Exchange Commission. 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).

Investors 246

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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. gigawatts (GW) of assets in operation or under construction.

Asset Management 246

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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.

Asset Management 246

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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.

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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

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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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

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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. But the key is that Brookfield Renewable is actively managed. It likes to buy assets on the cheap, increase their value by investing in them, and then sell them when they are dear.

Asset Management 246

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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

JUNE 5, 2024

Several factors made that resurgence possible, including a rotation back to risk assets as recession fears diminished. Some analysts called that decision a watershed moment for cryptocurrency because those ETFs could unlock demand from institutional investors, a group with about $100 trillion in assets under management.

Securities and Exchange Commission (SEC) 246

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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

Asset Management 246

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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

NOVEMBER 20, 2024

No later than 45 days following the end to a quarter, institutional investors with $100 million (or more) in assets under management are required to file Form 13F with the Securities and Exchange Commission. Another 13F that's of high interest to investors is that of Scion Asset Management's Dr. Michael Burry.

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The Motley Fool

APRIL 21, 2024

A key component of financial management is estate planning, and a living trust is a popular choice to consider when deciding how to divide up your assets for the next generation. And be aware that even though living trusts are exempt from probate, they might be unable to safeguard assets from certain creditors or legal challenges.

Legal 246

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The Motley Fool

SEPTEMBER 17, 2023

Neha Chamaria (Brookfield Infrastructure Partners) : Brookfield Infrastructure owns and operates a diversified portfolio of assets around the globe in not only utilities but also businesses that exhibit utility-like qualities, such as railroads and toll roads, natural gas assets, and data infrastructure.

Asset Management 246

Asset Management Assets Capital Capital Investments 246

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.

Portfolios 245

Portfolios Investors Asset Management Hedge Funds 245

The Motley Fool

NOVEMBER 27, 2023

Following the end of a quarter, institutional money managers with at least $100 million in assets under management have 45 calendar days to file Form 13F with the Securities and Exchange Commission. by market cap, look no further than its innovation.

Asset Management 246

Asset Management Assets Accounting Capital 246

The Motley Fool

APRIL 28, 2024

Brookfield Infrastructure owns a diversified portfolio of infrastructure assets, including utilities, rail, toll roads, terminals, pipelines, data centers, and cell towers. Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) is a sibling of Brookfield Infrastructure: Brookfield Asset Management is the parent for both companies.

Prospects 236

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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.

Capital 244

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The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Berkshire Hathaway CEO Warren Buffett.

Securities and Exchange Commission (SEC) 242

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

The Motley Fool

JANUARY 16, 2025

Its new asset management platform should also bolster the company's valuation since asset managers trade at a premium to REITs (24.3 That additional income stream will significantly enhance its investment returns, making acquisitions even more accretive. times EV / EBITDA , compared to 16.3x for Realty Income).

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The Motley Fool

AUGUST 16, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the Securities and Exchange Commission. Billionaire money managers sold shares of Nvidia for a third consecutive quarter According to newly filed 13Fs on Aug.

Asset Management 246

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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 (..)

Asset Management 242

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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. of the assets. Block is the third largest holding in that fund, making up 6.3%

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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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