The Motley Fool

JULY 16, 2023

And if you ask Dimon, the new requirements are expected to be a big win for hedge funds and private equity. But where the bank lacks pricing power, those activities will be picked up by what Dimon refers to as the "shadow" banking system, which includes hedge funds, private equity, and private credit.

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Hedge Funds Banks Capital Private Equity Firms 246

The Motley Fool

APRIL 9, 2024

That's the view of hedge fund manager Mark Yusko, founder and manager of the Morgan Creek Digital firm. I'll just hold on to my fraction of a Bitcoin (and a handful of other investments in the cryptocurrency arena) and take whatever gains this diverse basket of digital assets may earn in the long haul.

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Hedge Funds Funds Exchange-Traded Funds Finance 238

Private Equity Insights

MARCH 19, 2025

Among the strongest contenders are KKR, Hong Kong-based infrastructure investor CKI, hedge fund Covalis Capital, and London-based Castle Water. The embattled UK utility, which serves 16 million households and carries nearly 20bn in debt, is aiming to secure billions in new equity by the end of June to stave off insolvency.

Bidding 147

Bidding Hedge Funds Debt Assets 147

The Motley Fool

OCTOBER 31, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. Image source: Getty Images.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

Private Equity Wire

JANUARY 8, 2025

Point72 Asset Management, the hedge fund founded by Steve Cohen, is entering the booming private credit market with a new strategy headed by Todd Hirsch, a former senior managing director at Blackstone, according to a report by Reuters citing an internal company statement.

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Hedge Funds Asset Management Assets Debt 98

The Motley Fool

JULY 26, 2024

Rich families invest 46% in alternative assets The J.P. Morgan Private Bank 2024 Global Family Office Report found that rich families invest about 46% of their portfolios in "alternative assets," which the survey defines as hedge funds, private equity, private credit, real estate, and venture capital (VC) funds.

Securities and Exchange Commission (SEC) 239

Securities and Exchange Commission (SEC) Hedge Funds Venture Capital Accredited Investors 239

The Motley Fool

JULY 26, 2024

Many people correctly associate hedge funds with rich people and may wish they could invest in them, too, despite not being rich. At the same time, there ways you can invest like hedge funds if that is your aim. Hedge funds aren't quite as secretive as you might think, either. What are hedge funds?

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Hedge Funds Mutual Funds Accredited Investors Funds 130

The Motley Fool

FEBRUARY 14, 2025

14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter.

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Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

The Motley Fool

JUNE 3, 2024

Visual Capitalist created a chart breaking down average asset distribution at each net worth tier, starting at $10,000 and going all the way up to those with $1 billion. Millionaires put their money into appreciating assets (assets that can grow in value).

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Hedge Funds Mutual Funds Investing Venture Capital 246

The Motley Fool

MAY 30, 2024

Tracking what hedge funds are doing can be an excellent check when determining your investment strategy. If you see a couple of hedge funds loading up on a stock you own, you're probably on the right track. So should you follow suit and load up on Palantir? Or is there something else going on here?

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Hedge Funds Funds Assets Returns 130

The Motley Fool

SEPTEMBER 7, 2024

Half of the top 20 billionaire hedge fund managers now own Bitcoin. In fact, hedge funds have emerged as some of the biggest buyers of these ETFs. For example, earlier this summer, two high-profile billionaire hedge fund managers -- David Shaw of D.E. But that seems to be changing in 2024.

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Hedge Funds Assets Asset Management Stakes 246

The Motley Fool

JULY 12, 2024

It's important to note that this is not an IPO of Bill Ackman's well-known Pershing Square hedge fund, which owns stakes in companies such as Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Chipotle (NYSE: CMG). Rather, Pershing Square USA will be a new closed-end fund. annualized) since its Jan 2004 inception. annualized).

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Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

MARCH 22, 2024

Not surprisingly, these stocks have been popular with professional investors, and hedge funds have piled into them in recent years. Why Microsoft is a hedge fund favorite Hedge fund and professional investors typically favor large-cap stocks, and if the investing thesis is easy for their investors to understand, then that's a bonus.

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Hedge Funds Funds Asset Management Assets 130

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.

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Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

MAY 26, 2024

Taking profits in chip giant Nvidia (NASDAQ: NVDA) was a popular move among billionaire hedge fund managers in the first quarter, with a number of notable ones reducing their stakes in the company. Alphabet is drawing investor interest One of the first things that tends to grab hedge fund managers' attention is valuation.

Hedge Funds 245

Hedge Funds Stakes Asset Management Funds 245

The Motley Fool

MAY 17, 2024

When it comes to investing, hedge funds generally have a bad reputation -- and for good reason. An analysis of hedge fund returns between 2011 and 2020 found that the S&P 500 beat the average hedge fund's return every single year , and usually by a wide margin. The hedge fund holds 9.4

Hedge Funds 240

Hedge Funds Portfolios Stakes Funds 240

The Motley Fool

JUNE 16, 2023

Even some of Wall Street's most notable hedge funds and billionaires are scooping up shares of AI-related stocks, intent on not missing out on the current AI boom. He manages Pershing Square Capital Management -- the hedge fund he founded -- which has over $10.2 billion in assets under management.

Hedge Funds 246

Hedge Funds Stakes Assets Funds 246

The Motley Fool

NOVEMBER 25, 2023

Some of the most successful hedge fund billionaires are looking to capture their fair share of the profits wrought by the accelerating adoption of AI. In a prescient move, he bet heavily on the recovery of distressed financial institutions, becoming the highest-earning hedge fund manager of 2009. billion.

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Hedge Funds Stakes Financial Institutions Legal 246

The Motley Fool

SEPTEMBER 1, 2024

With cryptocurrency emerging as a stand-alone asset class, a growing number of billionaires are now hunting for potential investment opportunities. Some of them are buying cryptocurrencies for their enormous upside potential, while others are buying them for their ability to diversify a portfolio or hedge their overall market position.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Hedge Funds Exchange-Traded Funds Angel Investors 245

Private Equity Wire

DECEMBER 11, 2024

US-based direct lender and private credit manager Golub Capital is setting up operations in Abu Dhabi, aiming to capitalise on the region’s growing financial landscape and its deep-pocketed wealth funds, according to a report by Reuters.

Capital 94

Capital Hedge Funds Asset Management Assets 94

The Motley Fool

MARCH 22, 2024

As the head of the largest asset manager in the world, Fink has become increasingly bullish in his support for Bitcoin. In August 2022, BlackRock partnered with Coinbase Global on a new crypto trading platform, and last June, BlackRock was the first major investment firm to file a new spot Bitcoin exchange-traded fund (ETF) application.

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Hedge Funds Exchange-Traded Funds Assets Asset Management 244

The Motley Fool

DECEMBER 14, 2023

Last year, billionaire Ken Griffin's Citadel hedge fund returned around $7 billion in profits to its investors. Citadel owns positions in many stocks and exchange-traded funds (ETFs). Citadel owns positions in many stocks and exchange-traded funds (ETFs). These are three of the hedge fund's biggest holdings as of Sept.

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Hedge Funds Returns Exchange-Traded Funds Investors 246

Private Equity Wire

NOVEMBER 14, 2024

DE Shaw & Co, one of the worlds largest hedge fund firms with over $60bn in assets, has raised $1bn for its latest private credit-focused fund, Alkali VI, which will invest in corporate and structured debt as well as synthetic securitisations, according to a report by Bloomberg.

Hedge Funds 98

Hedge Funds Funds Debt Assets 98

The Motley Fool

APRIL 1, 2025

Brookfield Asset Management (NYSE: BAM) and Blackstone Group (NYSE: BX) are two of the biggest alternative asset managers in the world. Each has already surpassed the milestone of having $1 trillion in assets under management ( AUM ). They generate very lucrative recurring fees for managing those assets on behalf of clients.

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Asset Management Pension Funds Hedge Funds Assets 130

The Motley Fool

JUNE 16, 2024

Several hedge fund billionaires trimmed their positions in Nvidia (NASDAQ: NVDA) during the first quarter, and patched the holes in their portfolios by purchasing the Invesco QQQ Trust (NASDAQ: QQQ) and/or the iShares Bitcoin Trust (NASDAQ: IBIT), two index funds with significant growth prospects. In fact, Citadel, D.E.

Hedge Funds 246

Hedge Funds Funds Stakes Exchange-Traded Funds 246

The Motley Fool

APRIL 29, 2024

Gold has long been the go-to asset during times of financial uncertainty. So is it really possible that buying crypto -- an asset famous for its volatility -- could be a way to risk-proof your portfolio? Billionaire hedge fund investor Paul Tudor Jones thinks so. Bitcoin can zig, while other assets zag.

Hedge Funds 240

Hedge Funds Portfolios Assets Debt 240

The Motley Fool

SEPTEMBER 23, 2024

The hedge fund managers listed below sold shares of Nvidia in the first half of 2024, and they started positions in the iShares Bitcoin Trust (NASDAQ: IBIT) , an exchange-traded fund that tracks Bitcoin (CRYPTO: BTC). Steven Cohen at Point72 Asset Management sold 3.4 He also bought 2.6 million, according to Cathie Wood.

Hedge Funds 246

Hedge Funds Funds Stakes Exchange-Traded Funds 246

The Motley Fool

JULY 21, 2024

Several successful hedge fund managers sold shares of Nvidia during the first quarter, while simultaneously buying shares of the iShares Bitcoin Trust (NASDAQ: IBIT) , one of the recently approved spot Bitcoin ETFs. As mentioned, the top three hedge funds -- Citadel Advisor, D.E.

Hedge Funds 246

Hedge Funds Funds Stakes Assets 246

The Motley Fool

SEPTEMBER 12, 2023

Some of the world's most successful hedge fund billionaires are positioning themselves to profit from this potential AI gold rush, buying shares of the companies they feel are best positioned to profit from the proliferation of the technology. Here are two AI stocks billionaires are buying hand over fist. Image source: Getty Images.

Hedge Funds 246

Hedge Funds Investors Stakes Assets 246

The Motley Fool

OCTOBER 24, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. Citadel's hedge fund increased its stake in the company by roughly 1,140% during the second quarter.

Stakes 246

Stakes Hedge Funds Exchange-Traded Funds Stock Exchanges 246

The Motley Fool

AUGUST 22, 2024

Every quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the Securities and Exchange Commission. Among the many anticipated 13F filings from billionaire asset managers is that of Ken Griffin's hedge fund, Citadel Advisors. Image source: Getty Images.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

AUGUST 15, 2024

Bitcoin as a top-performing asset Who wouldn't want to buy a digital asset that could soar in value by 20,000% during the next decade or two? Bitcoin as a hedge against risk And investors are looking beyond Bitcoin's value as a speculative asset. But the opportunity for huge returns is not their only incentive.

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Hedge Funds Assets Legal Investment Banks 245

The Motley Fool

OCTOBER 6, 2024

Some of them are billionaire hedge fund managers. The rise of Bitcoin as a new asset class A key change has been the growing realization that Bitcoin is now a stand-alone asset class -- just like stocks, bonds, commodities, or real estate. Others are tech entrepreneurs or captains of industry.

Hedge Funds 245

Hedge Funds Assets Portfolios Funds 245

The Motley Fool

APRIL 12, 2024

High levels of profitability are the result of an asset-light business model. MA Profit Margin data by YCharts An asset-light business model has produced high profit margins for Mastercard, but it is network effects that have driven consistent growth over the decades. No wonder Al Gore's firm is heavily invested.

Hedge Funds 130

Hedge Funds Funds Financial Services Assets 130

The Motley Fool

MAY 10, 2024

When it comes to hedge fund managers, Bill Ackman is in a class by himself. He etched his name into Wall Street history by going against hedge fund norms, acquiring significant stakes in just a few companies, and holding them for the long term. billion in assets under management. What more can we say?"

Hedge Funds 245

Hedge Funds Portfolios New York Stock Exchange Stakes 245

Private Equity Wire

JANUARY 10, 2025

Waystone, a leading provider of specialist services to the global asset management industry, including admin services for hedge funds, private equity funds, and other alternative investment vehicles, has appointed Nigel Pasea as Country Head of Middle East.

Hedge Funds 95

Hedge Funds Asset Management Assets Finance 95

The Motley Fool

SEPTEMBER 27, 2024

That's why it's worth checking out recent 13F filings with the Securities and Exchange Commission (SEC) , which are required of all companies and individuals with more than $100 million in assets under management (AUM). Suddenly, institutional investors had a quick, convenient way to get exposure to the crypto-asset class.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Exchange-Traded Funds Assets 246